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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
PP
1926
PrairieView Partners
Minnesota
$101K – – –
LSA
1927
Lansing Street Advisors
Pennsylvania
$101K +$100K +297 New
BCM
1928
Bourgeon Capital Management
Connecticut
$101K +$101K +300 New
KA
1929
Kozak & Associates
Colorado
$98K – – –
MA
1930
MCF Advisors
Kentucky
$97K – – –
RWM
1931
Raffa Wealth Management
District of Columbia
$95.8K +$337 +1 +0.4%
AF
1932
Arrow Financial
New York
$95K +$18.6K +55 +24%
SWM
1933
Sugarloaf Wealth Management
Georgia
$95K +$59.7K +177 +169%
GAM
1934
Gemmer Asset Management
California
$94K -$55.6K -165 -37%
POIA
1935
Pin Oak Investment Advisors
Texas
$92K -$9.11K -27 -9%
PCFFS
1936
Pacific Center for Financial Services
California
$90K – – –
BAM
1937
Bellevue Asset Management
Washington
$89K – – –
MAM
1938
Magellan Asset Management
Australia
$89K – – –
EIP
1939
Ellis Investment Partners
Pennsylvania
$88K +$337 +1 +0.4%
UCB
1940
United Community Bank
South Carolina
$87.7K – – –
SQA
1941
Simon Quick Advisors
New Jersey
$87K +$2.02K +6 +2%
WPA
1942
West Paces Advisors
Georgia
$85.3K – – –
RDFA
1943
Ritter Daniher Financial Advisory
Ohio
$84K – – –
NFSG
1944
Newbridge Financial Services Group
Florida
$83K +$19.6K +58 +31%
ARIS
1945
Advanced Research Investment Solutions
California
$82K -$68.1K -202 -45%
TFO
1946
Tarbox Family Office
California
$82K -$45.2K -134 -36%
PA
1947
PSI Advisors
Florida
$79K +$337 +1 +0.4%
LD
1948
Lipe & Dalton
New York
$78K – – –
MTIC
1949
Missouri Trust & Investment Company
Missouri
$75K – – –
CDIA
1950
Capital Directions Investment Advisors
Georgia
$75K +$74.5K +221 New