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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
801
Diversified Trust
Tennessee
$3.23M +$280K +979 +10%
IWC
802
Integrated Wealth Concepts
Massachusetts
$3.21M +$85K +297 +3%
KPWS
803
Kestra Private Wealth Services
Texas
$3.18M +$9.45K +33 +0.3%
PA
804
Parallel Advisors
California
$3.17M +$158K +551 +5%
GIA
805
Gateway Investment Advisers
Ohio
$3.16M -$55K -192 -2%
EBT
806
Enterprise Bank & Trust
Massachusetts
$3.14M -$69K -241 -2%
S
807
SignatureFD
Georgia
$3.14M +$329K +1,149 +12%
CM
808
Caption Management
Oklahoma
$3.12M +$3.04M +10,600 New
AOWM
809
Alpha Omega Wealth Management
Virginia
$3.11M -$646K -2,257 -18%
UR
810
USCA RIA
Texas
$3.11M +$2.86K +10 +0.1%
FPS
811
Fieldpoint Private Securities
Connecticut
$3.09M -$181K -631 -6%
MIM
812
Marco Investment Management
Georgia
$3.09M +$28.6K +100 +1%
FHB
813
First Hawaiian Bank
Hawaii
$3.08M -$128K -446 -4%
RI
814
Redwood Investments
Massachusetts
$3.07M -$88.2K -308 -3%
CIS
815
Connors Investor Services
Pennsylvania
$3.07M – – –
TPA
816
Trivium Point Advisory
Connecticut
$3.05M +$67.9K +237 +2%
HI
817
Horizon Investments
North Carolina
$3.04M -$1.39M -4,838 -32%
AFA
818
Abacus FCF Advisors
Florida
$3.02M -$217K -759 -7%
CG
819
Caprock Group
Idaho
$2.99M +$63.3K +221 +2%
BB
820
Berkshire Bank
Massachusetts
$2.99M +$175K +612 +6%
WKWM
821
Walter & Keenan Wealth Management
Indiana
$2.97M -$143K -500 -5%
AWM
822
Altium Wealth Management
New York
$2.97M +$157K +547 +6%
VV
823
Verity & Verity
South Carolina
$2.95M -$50.4K -176 -2%
MLL
824
Moody Lynn & Lieberson
Massachusetts
$2.93M +$7.16K +25 +0.3%
SBIA
825
Sheaff Brock Investment Advisors
Indiana
$2.93M +$94.5K +330 +3%
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