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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
WBC
1901
West Branch Capital
Massachusetts
$202K +$89.3K +245 +101%
CWM
1902
Cabot Wealth Management
Massachusetts
$201K +$176K +484 New
SVWAG
1903
Sound View Wealth Advisors Group
Georgia
$201K +$176K +484 New
JWBC
1904
J.W. Burns & Co
New York
$201K +$177K +485 New
RFA
1905
Resurgent Financial Advisors
Georgia
$201K +$177K +485 New
LFG
1906
Larson Financial Group
Missouri
$200K – – –
WW
1907
Westshore Wealth
California
$200K +$176K +482 New
CWM
1908
Curi Wealth Management
North Carolina
$196K +$172K +473 New
NSB
1909
Norway Savings Bank
Maine
$194K – – –
TF
1910
TimeScale Financial
Massachusetts
$194K – – –
SPWG
1911
Sage Private Wealth Group
Illinois
$192K -$8.02K -22 -5%
EWM
1912
Edge Wealth Management
New York
$189K -$36.4K -100 -18%
MHR
1913
Matthew Hamilton Rosenberg
$187K -$27K -74 -14%
CTB
1914
Country Trust Bank
Illinois
$187K +$23.7K +65 +17%
ARIS
1915
Advanced Research Investment Solutions
California
$184K – – –
GAM
1916
Gemmer Asset Management
California
$184K – – –
SCA
1917
Sandy Cove Advisors
Massachusetts
$182K +$160K +440 New
AA
1918
AlphaCentric Advisors
Puerto Rico
$180K +$158K +434 New
CCA
1919
Column Capital Advisors
Indiana
$177K -$6.92K -19 -4%
SC
1920
Seldon Capital
California
$175K +$154K +423 New
MAM
1921
Mystic Asset Management
Rhode Island
$174K +$153K +421 New
FQ
1922
First Quadrant
California
$173K – – –
TFP
1923
Tilia Fiduciary Partners
North Carolina
$171K +$150K +412 New
SFG
1924
Steward Financial Group
Texas
$171K +$151K +414 New
Q
1925
QVR
California
$170K -$345K -947 -70%