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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
BOCM
701
Bontempo Ohly Capital Management
Maryland
$2.23M +$115K +660 +4%
PMWMG
702
Parr McKnight Wealth Management Group
Minnesota
$2.23M +$181K +1,041 +6%
KIA
703
KCM Investment Advisors
California
$2.2M -$350K -2,015 -10%
CT
704
Colonial Trust
South Carolina
$2.2M -$296K -1,706 -9%
BRM
705
Boston Research & Management
Massachusetts
$2.19M -$15.1K -87 -0.5%
BTI
706
Blue Trust Inc
Georgia
$2.19M -$170K -979 -5%
KP
707
Keel Point
Alabama
$2.18M +$181K +1,044 +6%
AF
708
Ally Financial
Michigan
$2.18M +$1.22M +7,000 +67%
PRP
709
Peak Retirement Planning
Ohio
$2.18M +$1.11M +6,404 +58%
PAS
710
Park Avenue Securities
New York
$2.15M -$286K -1,645 -9%
GT
711
Greenleaf Trust
Michigan
$2.13M -$604K -3,482 -17%
EH
712
Equitable Holdings
New York
$2.13M -$1.35M -7,751 -31%
PWM
713
Platform Wealth Management
Utah
$2.11M +$2.95M +16,975 New
FFIC
714
First Fiduciary Investment Counsel
Ohio
$2.1M -$233K -1,340 -7%
MC
715
Machina Capital
France
$2.1M -$828K -4,771 -22%
IA
716
IFG Advisory
Georgia
$2.09M +$2.91M +16,756 New
EFM
717
E Fund Management
China
$2.08M -$37.2K -214 -1%
IPW
718
Impact Partnership Wealth
Georgia
$2.08M +$1.07M +6,154 +58%
LIM
719
Loudon Investment Management
New Hampshire
$2.04M +$1.2M +6,926 +73%
CIC
720
Carnegie Investment Counsel
Ohio
$2.02M -$788K -4,539 -22%
GIC
721
Generali Investments CEE
Czech Republic
$2.02M +$711K +4,093 +34%
SC
722
Schulhoff & Co
Ohio
$2.01M +$511K +2,945 +22%
KRSITF
723
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.01M -$61.6K -355 -2%
BPC
724
Bearing Point Capital
Minnesota
$1.99M -$2.94M -16,941 -51%
NPT
725
National Philanthropic Trust
Pennsylvania
$1.98M – – –
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