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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
2226
Annex Advisory Services
Wisconsin
– -$219K -1,102 Closed
DWM
2227
Drive Wealth Management
Utah
– -$217K -1,096 Closed
CG
2228
Cynosure Group
Utah
– -$217K -1,095 Closed
BFG
2229
Birch Financial Group
New Hampshire
– -$217K -1,094 Closed
SMA
2230
Seven Mile Advisory
New Jersey
– -$217K -1,094 Closed
PW
2231
Potentia Wealth
California
– -$217K -1,093 Closed
PFM
2232
Potomac Fund Management
Florida
– -$217K -1,092 Closed
CGIM
2233
Capital Group Investment Management
Singapore
– -$216K -1,091 Closed
KFP
2234
Keystone Financial Planning
Ohio
– -$215K -1,085 Closed
CWP
2235
Curated Wealth Partners
California
– -$215K -1,082 Closed
MA
2236
MJP Associates
Connecticut
– -$214K -1,080 Closed
UAML
2237
US Asset Management LLC
Pennsylvania
– -$214K -1,080 Closed
IFG
2238
Independent Financial Group
California
– -$213K -1,075 Closed
OAM
2239
Oxford Asset Management
United Kingdom
– -$213K -1,075 Closed
CGA
2240
Crescent Grove Advisors
Illinois
– -$213K -1,074 Closed
SPW
2241
Sonoma Private Wealth
California
– -$212K -1,067 Closed
GA
2242
Greenspring Advisors
Maryland
– -$211K -1,065 Closed
HIC
2243
Harvey Investment Company
Kentucky
– -$210K -1,060 Closed
SAM
2244
Sawgrass Asset Management
Florida
– -$210K -1,060 Closed
AWM
2245
Aviso Wealth Management
Washington
– -$209K -1,052 Closed
WDG
2246
Wealth Dimensions Group
Ohio
– -$208K -1,050 Closed
BAS
2247
Breakthru Advisory Services
Wisconsin
– -$208K -1,049 Closed
QCIG
2248
Quad-Cities Investment Group
Iowa
– -$206K -1,037 Closed
OWM
2249
OneAscent Wealth Management
Alabama
– -$205K -1,035 Closed
EBA
2250
Eagle Bay Advisors
New York
– -$205K -1,034 Closed