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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
401
Cumberland Partners
Ontario, Canada
$12.8M +$371K +1,619 +3%
KA
402
Kintegral Advisory
New York
$12.6M -$411K -1,795 -3%
RMC
403
Resources Management Corp
Connecticut
$12.6M +$75.1K +328 +0.6%
SSWM
404
Smith Salley Wealth Management
North Carolina
$12.4M +$189K +826 +2%
PWLP
405
Prio Wealth Limited Partnership
Massachusetts
$12.4M -$87.5K -382 -0.7%
TSS
406
Thomas Story & Son
Indiana
$12.3M +$2.29K +10 +0%
NHC
407
Nicholas Hoffman & Company
Georgia
$12.3M -$222K -970 -2%
GPGA
408
Grandeur Peak Global Advisors
Utah
$12.2M -$507K -2,212 -4%
LCM
409
Laurion Capital Management
New York
$11.9M +$10M +43,724 +482%
GG
410
Greenwood Gearhart
Arkansas
$11.8M -$319K -1,394 -3%
BC
411
Burney Company
Virginia
$11.8M -$7.09M -30,971 -37%
CA
412
Cornerstone Advisors
North Carolina
$11.8M – – –
GAM
413
Gotham Asset Management
New York
$11.7M +$5.31M +23,197 +81%
GC
414
Grimes & Company
Massachusetts
$11.5M -$2.21M -9,639 -16%
HFAS
415
Hummer Financial Advisory Services
Illinois
$11.5M – – –
TW
416
Transform Wealth
Colorado
$11.4M -$45.6K -199 -0.4%
SWP
417
Stratos Wealth Partners
Ohio
$11.4M +$220K +960 +2%
AI
418
Atria Investments
North Carolina
$11.3M +$1.32M +5,782 +13%
GG
419
Gofen & Glossberg
Illinois
$11.2M -$20.8K -91 -0.2%
BCI
420
Brinker Capital Investments
Pennsylvania
$11.2M +$9.83M +42,928 +655%
B
421
Bailard
California
$11.2M +$70.6K +308 +0.6%
MYAM
422
Meiji Yasuda Asset Management
Japan
$11.2M -$1.22M -5,330 -10%
SMDAM
423
Sumitomo Mitsui DS Asset Management
Japan
$10.9M +$62.3K +272 +0.6%
CB
424
Commerce Bank
Missouri
$10.8M -$484K -2,114 -4%
OA
425
Oak Associates
Ohio
$10.8M -$52.7K -230 -0.5%
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