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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
951
Trust Asset Management
Texas
$1.9M – – –
BHPW
952
Beverly Hills Private Wealth
California
$1.9M +$1.97M +7,121 New
FANJ
953
Financial Architects (New Jersey)
New Jersey
$1.89M -$10.8K -39 -0.5%
ZCA
954
Zeke Capital Advisors
Pennsylvania
$1.88M -$384K -1,388 -16%
MCCP
955
Mission Creek Capital Partners
California
$1.88M -$105K -380 -5%
CP
956
CenterBook Partners
Connecticut
$1.87M +$719K +2,601 +59%
DAS
957
Dynamic Advisor Solutions
Arizona
$1.86M +$155K +561 +9%
FFN
958
Focus Financial Network
Minnesota
$1.86M +$6.64K +24 +0.3%
AGP
959
Autumn Glory Partners
Texas
$1.86M +$455K +1,645 +31%
DW
960
Domani Wealth
Pennsylvania
$1.86M – – –
FMAEN1
961
Fund Management at Engine No 1
California
$1.85M +$236K +854 +14%
YIH
962
Y-Intercept (HK)
Hong Kong
$1.85M +$154K +556 +9%
TI
963
Truepoint Inc
Ohio
$1.84M +$182K +658 +11%
DI
964
DFPG Investments
Utah
$1.84M +$1.49M +5,386 +469%
SS
965
Simplicity Solutions
Minnesota
$1.83M +$60.9K +220 +3%
CIA
966
Choate Investment Advisors
Massachusetts
$1.82M -$83K -300 -4%
EAM
967
EFG Asset Management
Oregon
$1.81M -$36.2K -131 -2%
VRM
968
Vectors Research Management
New York
$1.81M +$20.7K +75 +1%
AIM
969
Acropolis Investment Management
Missouri
$1.8M -$22.1K -80 -1%
DPIM
970
Duff & Phelps Investment Management
Illinois
$1.79M – – –
HC
971
HNP Capital
New York
$1.79M – – –
FBT
972
First Bankers Trust
Kentucky
$1.78M -$44.8K -162 -2%
WAM
973
Weatherly Asset Management
California
$1.78M – – –
WI
974
WrapManager Inc
California
$1.77M -$63.6K -230 -3%
CWM
975
Calamos Wealth Management
Illinois
$1.76M -$4.62M -16,691 -72%
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