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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
KP
701
Keel Point
Alabama
$2.18M +$181K +1,044 +6%
AF
702
Ally Financial
Michigan
$2.18M +$1.22M +7,000 +67%
PRP
703
Peak Retirement Planning
Ohio
$2.18M +$1.11M +6,404 +58%
PAS
704
Park Avenue Securities
New York
$2.15M -$286K -1,645 -9%
GT
705
Greenleaf Trust
Michigan
$2.13M -$604K -3,482 -17%
EH
706
Equitable Holdings
New York
$2.13M -$1.35M -7,751 -31%
PWM
707
Platform Wealth Management
Utah
$2.11M +$2.95M +16,975 New
FFIC
708
First Fiduciary Investment Counsel
Ohio
$2.1M -$233K -1,340 -7%
MC
709
Machina Capital
France
$2.1M -$828K -4,771 -22%
IA
710
IFG Advisory
Georgia
$2.09M +$2.91M +16,756 New
EFM
711
E Fund Management
China
$2.08M -$37.2K -214 -1%
IPW
712
Impact Partnership Wealth
Georgia
$2.08M +$1.07M +6,154 +58%
IWC
713
Integrated Wealth Concepts
Massachusetts
$2.05M +$67.5K +389 +2%
LIM
714
Loudon Investment Management
New Hampshire
$2.04M +$1.2M +6,926 +73%
CIC
715
Carnegie Investment Counsel
Ohio
$2.02M -$788K -4,539 -22%
GIC
716
Generali Investments CEE
Czech Republic
$2.02M +$711K +4,093 +34%
SC
717
Schulhoff & Co
Ohio
$2.01M +$511K +2,945 +22%
KRSITF
718
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.01M -$61.6K -355 -2%
BPC
719
Bearing Point Capital
Minnesota
$1.99M -$2.94M -16,941 -51%
NPT
720
National Philanthropic Trust
Pennsylvania
$1.98M – – –
CL
721
Choreo LLC
Illinois
$1.97M +$187K +1,078 +7%
RWM
722
Ritholtz Wealth Management
New York
$1.97M +$816K +4,698 +42%
ECM
723
Everence Capital Management
Indiana
$1.96M -$1.93M -11,124 -41%
EGM
724
Engineers Gate Manager
New York
$1.95M +$136K +781 +5%
BFW
725
Brady Family Wealth
Missouri
$1.95M -$784K -4,515 -22%
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