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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1876
SOA Wealth Advisors
New York
$107K – – –
PB
1877
Prosperity Bancshares
Texas
$106K +$18.9K +81 +18%
TCM
1878
Tanaka Capital Management
New York
$100K -$2.1K -9 -2%
BW
1879
Bravera Wealth
North Dakota
$99.9K +$89.2K +383 +317%
SIS
1880
Strategic Investment Solutions
Illinois
$99.5K +$70.4K +302 +151%
WCM
1881
Winthrop Capital Management
Indiana
$99K +$25.9K +111 +29%
FMTCOCP
1882
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$98K – – –
LWM
1883
Lodestone Wealth Management
Washington
$97.6K -$122K -523 -52%
GWSA
1884
Global Wealth Strategies & Associates
Colorado
$96.6K -$16.3K -70 -13%
AF
1885
Align Financial
Minnesota
$96.6K – – –
BGAI
1886
Bruce G. Allen Investments
Colorado
$95K -$43.3K -186 -28%
WTA
1887
Washington Trust Advisors
Massachusetts
$94K – – –
GSWM
1888
Golden State Wealth Management
California
$92.2K -$21.7K -93 -17%
GIM
1889
Groesbeck Investment Management
New Jersey
$92K – – –
SNB
1890
Security National Bank
Nebraska
$90.4K – – –
IAAG
1891
Innovative Asset Advisors Group
Connecticut
$89.6K +$105K +452 New
STB
1892
S&T Bank
Pennsylvania
$89.2K +$38.7K +166 +58%
QL
1893
Quarry LP
New York
$88.8K +$10.3K +44 +11%
HBW
1894
Hazlett, Burt & Watson
West Virginia
$88K -$16.8K -72 -14%
AT
1895
Avalon Trust
New Mexico
$87.2K – – –
Loomis, Sayles & Company
1896
Loomis, Sayles & Company
Massachusetts
$86.3K -$101K -432 -50%
GWM
1897
Gilpin Wealth Management
Colorado
$85.7K – – –
HNW
1898
High Note Wealth
Minnesota
$84.5K -$2.33K -10 -2%
PWS
1899
Peterson Wealth Services
Utah
$84K +$932 +4 +1%
CWM
1900
Consultiva Wealth Management
Puerto Rico
$82.9K – – –