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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
801
Alternative Investment Advisors
Florida
$1.53M +$2.13M +12,293 New
MAA
802
Matrix Asset Advisors
New York
$1.53M -$3.6M -20,720 -63%
AT
803
American Trust
Kentucky
$1.52M +$184K +1,057 +9%
TFM
804
TFC Financial Management
Massachusetts
$1.48M -$43.7K -252 -2%
SHFA
805
SS&H Financial Advisors
Michigan
$1.48M +$2.07M +11,898 New
VAS
806
Vestmark Advisory Solutions
Massachusetts
$1.48M -$4.5M -25,913 -69%
GIA
807
Gateway Investment Advisers
Ohio
$1.48M +$146K +842 +8%
CSP
808
Cary Street Partners
Virginia
$1.48M -$1.59M -9,177 -44%
LOPW
809
Live Oak Private Wealth
North Carolina
$1.46M +$2.04M +11,772 New
CW
810
CreativeOne Wealth
Kansas
$1.46M -$414K -2,383 -17%
TBT
811
Texas Bank & Trust
Texas
$1.46M +$597K +3,439 +42%
MA
812
Montag & Associates
Georgia
$1.44M +$10.2K +59 +0.5%
SF
813
Summit Financial
New Jersey
$1.43M -$333K -1,919 -14%
SPC
814
Spirepoint Private Client
Florida
$1.41M -$95.3K -549 -5%
DW30
815
Drucker Wealth 3.0
New Jersey
$1.4M +$374K +2,153 +24%
FSAG
816
Financial Solutions Advisory Group
Illinois
$1.4M +$926K +5,336 +113%
AC
817
Apella Capital
Connecticut
$1.4M -$114K -656 -6%
CA
818
CWC Advisors
Oregon
$1.39M -$46.9K -270 -2%
SIM
819
Sprucegrove Investment Management
Ontario, Canada
$1.39M -$912K -5,253 -32%
ISS
820
Intesa Sanpaolo SpA.
Italy
$1.39M -$67.7K -390 -3%
WMA
821
William Mack & Associates
Michigan
$1.39M +$28.6K +165 +2%
PIM
822
Provident Investment Management
Michigan
$1.39M -$931K -5,364 -33%
MAS
823
Meeder Advisory Services
Ohio
$1.38M +$123K +711 +7%
BFM
824
Boothbay Fund Management
New York
$1.38M +$1.36M +7,809 +240%
FAM
825
Formidable Asset Management
Ohio
$1.36M +$10.4K +60 +0.9%
31 32
33
34 35