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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
851
Pathstone Family Office
New Jersey
$2.64M +$322K +1,123 +14%
HIC
852
Hartline Investment Corp
Illinois
$2.63M – – –
ECG
853
Edge Capital Group
Georgia
$2.62M -$1.04M -3,642 -29%
APA
854
American Portfolios Advisors
New York
$2.61M +$316K +1,102 +14%
BPC
855
Banque Pictet & Cie
Switzerland
$2.61M -$110K -385 -4%
VMPIC
856
Varma Mutual Pension Insurance Co
Finland
$2.61M – – –
AIP
857
Ameritas Investment Partners
Nebraska
$2.6M -$26.9K -94 -1%
CP
858
Covenant Partners
Tennessee
$2.6M – – –
BRWA
859
B. Riley Wealth Advisors
Florida
$2.6M +$4.01K +14 +0.1%
OLA
860
Oliver Luxxe Assets
New Jersey
$2.59M +$2.52M +8,784 New
CAS
861
Cascadia Advisory Services
Oregon
$2.58M +$11.2K +39 +0.4%
CA
862
Claro Advisors
Massachusetts
$2.56M +$14K +49 +0.6%
CCM
863
Compton Capital Management
Rhode Island
$2.53M – – –
SC
864
Slow Capital
California
$2.52M +$27.2K +95 +1%
MCM
865
Mitchell Capital Management
Kansas
$2.52M +$207K +722 +9%
AWM
866
Aevitas Wealth Management
Massachusetts
$2.51M +$36.9K +129 +2%
MWM
867
Mattern Wealth Management
Kansas
$2.51M -$12.3K -43 -0.5%
ZIG
868
Zurich Insurance Group
Switzerland
$2.51M – – –
BAMF
869
BI Asset Management Fondsmaeglerselskab
Denmark
$2.5M -$1.65M -5,773 -40%
CPA
870
Capital Planning Advisors
California
$2.5M -$117K -409 -5%
SWP
871
Strategic Wealth Partners
Ohio
$2.5M +$780K +2,723 +47%
MCCP
872
Mission Creek Capital Partners
California
$2.46M – – –
ACM
873
Ativo Capital Management
Illinois
$2.44M -$31.5K -110 -1%
WCF
874
West Coast Financial
California
$2.44M +$1.72K +6 +0.1%
IA
875
IFG Advisory
Georgia
$2.42M -$44.7K -156 -2%
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