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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
KFP
2051
Kerr Financial Planning
California
$14.7K – – –
PWMG
2052
Private Wealth Management Group
New Jersey
$13.7K -$9.09K -39 -36%
SN
2053
Sittner & Nelson
Oregon
$13.5K – – –
AW
2054
Avion Wealth
Texas
$13K -$2.1K -9 -12%
FCG
2055
Financial Connections Group
California
$13K – – –
CFSG
2056
Community Financial Services Group
Vermont
$12.8K +$15.1K +65 New
ISWM
2057
Intesa Sanpaolo Wealth Management
$12.3K – – –
MIM
2058
MTM Investment Management
South Carolina
$12.1K – – –
CPBTD
2059
Central Pacific Bank - Trust Division
Hawaii
$12.1K +$14.2K +61 New
VNA
2060
Valley National Advisers
Pennsylvania
$12K -$2.56K -11 -15%
MPW
2061
MASECO Private Wealth
$11.9K +$4.43K +19 +46%
Kayne Anderson Rudnick Investment Management
2062
Kayne Anderson Rudnick Investment Management
California
$11.7K -$10.7K -46 -44%
MGI
2063
Miller Global Investments
Texas
$11.5K +$13.5K +58 New
MWA
2064
Merkkuri Wealth Advisors
New York
$11.2K +$13.3K +57 New
BFS
2065
Bare Financial Services
Pennsylvania
$11.1K +$3.26K +14 +33%
RG
2066
RHL Group
Michigan
$11.1K +$13K +56 New
WAU
2067
Wellington-Altus USA
Manitoba, Canada
$11.1K +$20.3K +87 +4,350%
UIA
2068
Ulland Investment Advisors
Minnesota
$11K -$4.66K -20 -27%
AG
2069
AmeriFlex Group
Nevada
$10.9K -$233 -1 -2%
CW
2070
Curio Wealth
Maryland
$10.5K +$12.3K +53 New
AI
2071
Atomic Invest
New York
$10.2K -$1.4K -6 -10%
WA
2072
WPG Advisers
Maryland
$10.1K -$5.36K -23 -31%
DPW
2073
DiNuzzo Private Wealth
Pennsylvania
$10.1K -$3.03K -13 -20%
BWM
2074
Bernard Wealth Management
Michigan
$9.91K – – –
BIM
2075
Bullseye Investment Management
Ohio
$9.91K – – –