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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
GFI
776
Global Frontier Investments
South Carolina
$5.2M – – –
CCC
777
Cincinnati Casualty Company
Ohio
$5.2M – – –
IB
778
Iyo Bank
Japan
$5.18M – – –
MC
779
Montag & Caldwell
Georgia
$5.17M +$82.7K +227 +2%
MRCM
780
M&R Capital Management
New Jersey
$5.16M +$1.82K +5 +0%
GFS
781
GYL Financial Synergies
Connecticut
$5.12M +$99.1K +272 +2%
COI
782
Connable Office Inc
Michigan
$5.11M -$196K -537 -4%
DAS
783
Diversify Advisory Services
Utah
$5.1M +$5.48M +15,034 New
VAS
784
Vestmark Advisory Solutions
Massachusetts
$5.09M -$143K -393 -3%
SC
785
Sawyer & Company
Massachusetts
$5.08M +$72.9K +200 +1%
OPCM
786
Osborne Partners Capital Management
California
$5.07M +$71.8K +197 +1%
FA
787
FDx Advisors
Illinois
$5.02M -$1.4M -3,852 -21%
CICC
788
Capital Investment Counsel (Colorado)
Colorado
$5.01M +$2.28M +6,257 +76%
CIA
789
Choate Investment Advisors
Massachusetts
$4.95M +$146K +400 +3%
S
790
SignatureFD
Georgia
$4.94M -$75.8K -208 -1%
VA
791
Valmark Advisers
Ohio
$4.94M -$86.4K -237 -2%
AWM
792
Avior Wealth Management
Nebraska
$4.93M +$875K +2,402 +20%
PWM
793
Perigon Wealth Management
California
$4.92M -$115K -316 -2%
CCFCSB
794
Cape Cod Five Cents Savings Bank
Massachusetts
$4.91M -$160K -438 -3%
BWL
795
Bogart Wealth LLC
Virginia
$4.91M +$202K +555 +4%
AWM
796
Affinity Wealth Management
Delaware
$4.9M +$34.6K +95 +0.7%
CAMG
797
CWA Asset Management Group
Florida
$4.9M +$976K +2,679 +23%
IWC
798
Integrated Wealth Concepts
Massachusetts
$4.89M +$437K +1,199 +9%
ANBTV
799
American National Bank & Trust (Virginia)
Virginia
$4.89M +$5.14M +14,096 New
CTC
800
Central Trust Company
Missouri
$4.83M +$118K +324 +2%
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