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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1901
Strategic Investment Advisors
Michigan
$387K -$50K -139 -11%
BSB
1902
Bangor Savings Bank
Maine
$387K – – –
AFT
1903
Alpha Family Trust
California
$387K – – –
FOA
1904
Five Oceans Advisors
California
$385K -$66.2K -184 -14%
PWW
1905
Pettyjohn Wood & White
Virginia
$385K +$3.24K +9 +0.8%
PAG
1906
Paladin Advisory Group
Iowa
$383K – – –
CA
1907
CoreCap Advisors
Michigan
$383K +$94.3K +262 +32%
CNBOF
1908
City National Bank of Florida
Florida
$382K +$391K +1,085 New
KFP
1909
Keystone Financial Planning
Ohio
$382K – – –
CFGW
1910
Chancellor Financial Group WB
Pennsylvania
$381K +$389K +1,082 New
OC
1911
Opinicus Capital
Florida
$377K +$1.44K +4 +0.4%
PWM
1912
Pines Wealth Management
North Carolina
$377K +$388K +1,079 New
TBC
1913
Ted Buchan & Co
California
$376K – – –
DBRC
1914
D.B. Root & Company
Pennsylvania
$375K +$45K +125 +13%
HWA
1915
Heritage Wealth Advisors
Virginia
$375K -$11.2K -31 -3%
GIP
1916
Greatmark Investment Partners
Georgia
$371K -$1.08K -3 -0.3%
MWM
1917
MGB Wealth Management
Texas
$371K +$82.1K +228 +28%
GSWM
1918
Golden State Wealth Management
California
$371K +$379K +1,054 New
EBA
1919
Eagle Bay Advisors
New York
$370K -$11.9K -33 -3%
BAS
1920
Breakthru Advisory Services
Wisconsin
$369K +$378K +1,049 New
PW
1921
Potentia Wealth
California
$369K +$378K +1,049 New
MLA
1922
My Legacy Advisors
Oregon
$369K -$29.2K -81 -7%
WDG
1923
Wealth Dimensions Group
Ohio
$369K +$16.9K +47 +5%
TF
1924
Trek Financial
Arizona
$368K -$8.28K -23 -2%
OWM
1925
OneAscent Wealth Management
Alabama
$366K – – –