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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
2051
Brandywine Oak Private Wealth
Pennsylvania
$215K -$305 -1 -0.1%
APWM
2052
Argonautica Private Wealth Management
Massachusetts
$215K – – –
SWM
2053
Silverlake Wealth Management
Vermont
$215K +$20.4K +67 +10%
AHL
2054
Abel Hall LLC
Louisiana
$213K +$217K +714 New
EWS
2055
Evergreen Wealth Solutions
Pennsylvania
$213K -$16.1K -53 -7%
TAM
2056
Titleist Asset Management
Texas
$213K -$80.4K -264 -27%
OWA
2057
Octavia Wealth Advisors
Ohio
$213K +$2.44K +8 +1%
SFC
2058
SYM Financial Corp
Indiana
$213K -$211K -693 -49%
CPA
2059
Capital Performance Advisors
California
$212K +$217K +711 New
AIM
2060
Athena Investment Management
California
$212K – – –
MAM
2061
McLean Asset Management
Virginia
$212K +$213K +700 New
HWA
2062
Heritage Wealth Advisors
Virginia
$211K +$305 +1 +0.1%
GA
2063
GSG Advisors
New Jersey
$210K -$18K -59 -8%
PAA
2064
Peregrine Asset Advisers
Oregon
$210K +$305 +1 +0.1%
SLC
2065
Second Line Capital
Louisiana
$210K +$305 +1 +0.1%
WC
2066
Whitney & Co
New York
$210K -$1.22K -4 -0.6%
TNB
2067
Thomasville National Bank
Georgia
$210K – – –
GSIAS
2068
Garden State Investment Advisory Services
New Jersey
$209K -$7.31K -24 -3%
NRS
2069
Neville Rodie & Shaw
New York
$209K – – –
FMI
2070
F/M Investments
District of Columbia
$209K +$7.61K +25 +4%
AWA
2071
Aletheian Wealth Advisors
Washington
$209K +$213K +699 New
AIA
2072
Arbor Investment Advisors
North Carolina
$209K – – –
BSWM
2073
Boston Standard Wealth Management
Massachusetts
$208K -$44.2K -145 -17%
CCA
2074
Cottonwood Capital Advisors
Utah
$208K – – –
SW
2075
Solidarity Wealth
Utah
$208K – – –