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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CSP
801
Cary Street Partners
Virginia
$1.48M -$1.59M -9,177 -44%
LOPW
802
Live Oak Private Wealth
North Carolina
$1.46M +$2.04M +11,772 New
CW
803
CreativeOne Wealth
Kansas
$1.46M -$414K -2,383 -17%
TBT
804
Texas Bank & Trust
Texas
$1.46M +$597K +3,439 +42%
MA
805
Montag & Associates
Georgia
$1.44M +$10.2K +59 +0.5%
SF
806
Summit Financial
New Jersey
$1.43M -$333K -1,919 -14%
SPC
807
Spirepoint Private Client
Florida
$1.41M -$95.3K -549 -5%
DW30
808
Drucker Wealth 3.0
New Jersey
$1.4M +$374K +2,153 +24%
FSAG
809
Financial Solutions Advisory Group
Illinois
$1.4M +$926K +5,336 +113%
AC
810
Apella Capital
Connecticut
$1.4M -$114K -656 -6%
CA
811
CWC Advisors
Oregon
$1.39M -$46.9K -270 -2%
SIM
812
Sprucegrove Investment Management
Ontario, Canada
$1.39M -$912K -5,253 -32%
ISS
813
Intesa Sanpaolo SpA.
Italy
$1.39M -$67.7K -390 -3%
WMA
814
William Mack & Associates
Michigan
$1.39M +$28.6K +165 +2%
PIM
815
Provident Investment Management
Michigan
$1.39M -$931K -5,364 -33%
MAS
816
Meeder Advisory Services
Ohio
$1.38M +$123K +711 +7%
BFM
817
Boothbay Fund Management
New York
$1.38M +$1.36M +7,809 +240%
FAM
818
Formidable Asset Management
Ohio
$1.36M +$10.4K +60 +0.9%
S
819
SignatureFD
Georgia
$1.36M -$83K -478 -4%
FFA
820
Frazier Financial Advisors
Ohio
$1.36M -$16.7K -96 -0.9%
IIM
821
INTECH Investment Management
Florida
$1.35M +$937K +5,398 +99%
AIM
822
Aigen Investment Management
New York
$1.35M +$1.88M +10,821 New
TCPW
823
Twin City Private Wealth
North Carolina
$1.35M +$1.47M +8,480 +364%
VA
824
Valmark Advisers
Ohio
$1.34M -$400K -2,305 -18%
WSFS
825
Wilmington Savings Fund Society
Delaware
$1.34M -$1.57M -9,058 -46%
31 32
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