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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
BIM
2251
Breakwater Investment Management
Washington
$72.4K – – –
PMIM
2252
Prudent Man Investment Management
Colorado
$70.4K – – –
CNBTD
2253
Citizens National Bank Trust Department
Mississippi
$70.2K +$47K +133 +145%
NC
2254
North Capital
Utah
$70.2K +$79.5K +225 New
WA
2255
Whipplewood Advisors
Colorado
$69.6K +$16.2K +46 +21%
FP
2256
Financial Perspectives
Minnesota
$69.3K – – –
NEWAS
2257
N.E.W. Advisory Services
Wisconsin
$68.3K +$77.3K +219 New
IAS
2258
IMA Advisory Services
Colorado
$67.4K +$76.3K +216 New
KA
2259
Kozak & Associates
Colorado
$66.7K – – –
RCM
2260
Raleigh Capital Management
North Carolina
$65.8K -$77.7K -220 -51%
PCC
2261
Park Circle Company
Maryland
$62.4K – – –
BCM
2262
Berbice Capital Management
New York
$62.4K +$35.3K +100 +100%
Loomis, Sayles & Company
2263
Loomis, Sayles & Company
Massachusetts
$60K -$118M -333,999 -100%
RFS
2264
Richardson Financial Services
Massachusetts
$59.9K +$25.8K +73 +61%
EA
2265
Evolution Advisers
Virginia
$59K – – –
ITIM
2266
Indiana Trust & Investment Management
Indiana
$57.7K – – –
CPG
2267
Cornerstone Planning Group
New Jersey
$56.8K +$10.9K +31 +19%
RPA
2268
Redwood Park Advisors
California
$56.5K – – –
HC
2269
Hoese & Co
Minnesota
$56.2K – – –
RTL
2270
Red Tortoise LLC
Georgia
$55.9K -$10.6K -30 -14%
CWM
2271
Centricity Wealth Management
Ohio
$55.9K – – –
GFPC
2272
Global Financial Private Client
Florida
$54.3K -$4.59K -13 -7%
CSB
2273
City State Bank
Iowa
$54K – – –
MWA
2274
Medallion Wealth Advisors
Connecticut
$53.8K – – –
KC
2275
Knuff & Co
California
$52.7K +$7.77K +22 +15%