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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
901
Cordatus Wealth Management
Pennsylvania
$1.51M -$14.7K -64 -0.9%
PTC
902
Private Trust Company
Ohio
$1.5M +$24.3K +106 +2%
ST
903
Smithfield Trust
Pennsylvania
$1.49M +$200K +872 +15%
LWS
904
Lucia Wealth Services
California
$1.49M +$293K +1,281 +24%
PHK
905
Point72 Hong Kong
Hong Kong
$1.49M +$736K +3,215 +95%
VAS
906
Vestmark Advisory Solutions
Massachusetts
$1.48M -$331K -1,444 -18%
CAN
907
Cetera Advisor Networks
California
$1.48M -$14.9K -65 -1%
SFP
908
Shepherd Financial Partners
Massachusetts
$1.47M +$64.6K +282 +5%
CWM
909
Calamos Wealth Management
Illinois
$1.46M -$13.1K -57 -0.9%
CCMD
910
Cypress Capital Management (Delaware)
Delaware
$1.46M – – –
CCA
911
Checchi Capital Advisers
California
$1.45M -$37.6K -164 -2%
BP
912
BBR Partners
New York
$1.44M -$67.1K -293 -4%
FHA
913
First Horizon Advisors
Tennessee
$1.43M -$22K -96 -1%
SBSB
914
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.43M -$24.3K -106 -2%
LWM
915
Lionsbridge Wealth Management
Florida
$1.42M -$5.73K -25 -0.4%
BONST
916
Bank of Nova Scotia Trust
Ontario, Canada
$1.4M +$458 +2 +0%
SWP
917
Strategic Wealth Partners
Ohio
$1.4M -$346K -1,509 -20%
HS
918
Haafor (Singapore)
Singapore
$1.4M +$293K +1,277 +26%
WC
919
Winmill & Co
New Hampshire
$1.4M – – –
SCP
920
Syntal Capital Partners
Texas
$1.38M +$1.4M +6,125 New
LOAME
921
Lombard Odier Asset Management (Europe)
United Kingdom
$1.38M +$1.4M +6,109 New
SAM
922
Seelaus Asset Management
New Jersey
$1.38M -$229K -1,000 -14%
MCM
923
Mitchell Capital Management
Kansas
$1.37M +$71K +310 +5%
ARMT
924
Amica Retiree Medical Trust
Rhode Island
$1.36M – – –
FA
925
FMA Advisory
Pennsylvania
$1.36M +$1.83K +8 +0.1%
35 36
37
38 39