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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
KA
2051
Kozak & Associates
Colorado
$55.5K – – –
CNBTD
2052
Citizens National Bank Trust Department
Mississippi
$55.5K – – –
FP
2053
Financial Perspectives
Minnesota
$54.7K – – –
BDPWM
2054
Barnes Dennig Private Wealth Management
Ohio
$54.7K +$56.3K +216 +3,600%
NEWAS
2055
N.E.W. Advisory Services
Wisconsin
$54K – – –
SOW
2056
State of Wyoming
Wyoming
$52.8K -$853K -3,270 -94%
WWA
2057
Wealth Watch Advisors
Colorado
$52.8K +$55.8K +214 New
GA
2058
GoalVest Advisory
New York
$52K +$26.1K +100 +90%
FFO
2059
Fortitude Family Office
Arizona
$51.5K -$12K -46 -18%
WCM
2060
Winthrop Capital Management
Indiana
$50K +$52.1K +200 +5,000%
WOSD
2061
WFA of San Diego
California
$49.3K – – –
SVCP
2062
Silicon Valley Capital Partners
California
$47.6K -$4.17K -16 -8%
PWA
2063
Physician Wealth Advisors
Utah
$47.4K +$38.1K +146 +317%
EA
2064
Evolution Advisers
Virginia
$46K – – –
ITIM
2065
Indiana Trust & Investment Management
Indiana
$45.6K – – –
AWM
2066
Abound Wealth Management
Tennessee
$45.2K +$1.3K +5 +3%
HC
2067
Hoese & Co
Minnesota
$44.4K – – –
RTL
2068
Red Tortoise LLC
Georgia
$44.1K – – –
RPA
2069
Redwood Park Advisors
California
$42.9K -$1.82K -7 -4%
Loomis, Sayles & Company
2070
Loomis, Sayles & Company
Massachusetts
$42.7K +$782 +3 +2%
UFPG
2071
United Financial Planning Group
New York
$41.4K +$43.8K +168 New
KSB
2072
Kennebec Savings Bank
Maine
$39.9K – – –
FWM
2073
FSA Wealth Management
Massachusetts
$39.7K – – –
PPA
2074
Pilgrim Partners Asia
Singapore
$39.5K +$41.7K +160 New
MWM
2075
Mascoma Wealth Management
New Hampshire
$39.2K -$32.6K -125 -44%