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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
RPC
876
Rossmore Private Capital
Connecticut
$864K – – –
BFM
877
Boston Financial Management
Massachusetts
$864K +$24K +153 +3%
FG
878
Fiduciary Group
Georgia
$864K +$38.5K +245 +5%
LNC
879
Lincoln National Corp
Pennsylvania
$858K +$161K +1,024 +27%
PW
880
Price Wealth
Texas
$857K – – –
RG
881
Rikoon Group
New Mexico
$856K +$19.6K +125 +3%
AAS
882
Avantax Advisory Services
Texas
$856K +$245K +1,560 +47%
BFO
883
Boston Family Office
Massachusetts
$851K -$3.14K -20 -0.4%
FC
884
Fulcrum Capital
Washington
$850K – – –
WI
885
Wintrust Investments
Illinois
$843K +$440K +2,799 +138%
MWM
886
Mission Wealth Management
California
$841K +$61.6K +392 +9%
OC
887
Oarsman Capital
Wisconsin
$840K -$1.57K -10 -0.2%
FFA
888
First Foundation Advisors
California
$833K +$1.89K +12 +0.3%
SAM
889
Shamrock Asset Management
Texas
$832K -$1.73K -11 -0.2%
HJIM
890
Henry James International Management
New York
$832K – – –
NI
891
Nuance Investments
Missouri
$817K +$172K +1,096 +31%
APP
892
Avantax Planning Partners
Iowa
$811K +$196K +1,245 +37%
ACM
893
Advisors Capital Management
New Jersey
$807K +$85.3K +543 +13%
GJCM
894
Grand Jean Capital Management
California
$802K -$61K -388 -8%
LBC
895
Lowe Brockenbrough & Co
Virginia
$800K -$97.9K -623 -12%
LG
896
Leuthold Group
Minnesota
$796K -$40.7K -259 -5%
V
897
VeraBank
Texas
$793K +$62.9K +400 +10%
FAM
898
Fred Alger Management
New York
$792K -$39.3K -250 -5%
AIC
899
Archer Investment Corporation
Indiana
$792K -$15.7K -100 -2%
GT
900
Glenview Trust
Kentucky
$788K -$32.2K -205 -4%
34 35
36
37 38