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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1001
Landscape Capital Management
New Jersey
$398K -$567K -3,583 -56%
TTWM
1002
TCV Trust & Wealth Management
Virginia
$398K +$30.1K +190 +7%
PL
1003
Perpetual Ltd
Australia
$397K – – –
APW
1004
Acima Private Wealth
Virginia
$395K +$443K +2,800 New
AIM
1005
Anchor Investment Management
South Carolina
$393K -$3.96K -25 -0.9%
LC
1006
Lincoln Capital
Nebraska
$392K – – –
PB
1007
Pinnacle Bancorp
Nebraska
$392K +$440K +2,780 New
DWM
1008
Dakota Wealth Management
Florida
$391K +$79.9K +505 +25%
AAP
1009
Arax Advisory Partners
Colorado
$390K -$20.3K -128 -4%
TL
1010
TrueWealth LLC
Georgia
$389K – – –
BPCE
1011
Bank Pictet & Cie (Europe)
Germany
$384K -$161K -1,020 -27%
VWM
1012
Venturi Wealth Management
Texas
$383K +$446K +2,822 New
PCA
1013
Personal Capital Advisors
California
$378K +$52.2K +330 +14%
UCMOK
1014
United Capital Management of KS
Kansas
$378K +$68.2K +431 +19%
DBT
1015
Dubuque Bank & Trust
Iowa
$374K -$8.38K -53 -2%
DMC
1016
Drexel Morgan & Co
Pennsylvania
$368K – – –
HEIP
1017
Hudson Edge Investment Partners
New Jersey
$367K – – –
ESB
1018
Essex Savings Bank
Connecticut
$366K +$411K +2,596 New
FIM
1019
Fernwood Investment Management
Massachusetts
$365K – – –
RWA
1020
Ropes Wealth Advisors
Massachusetts
$365K +$4.75K +30 +1%
BW
1021
Bison Wealth
Georgia
$365K +$29.9K +189 +8%
FNBOSM
1022
First National Bank of South Miami
Florida
$361K +$373K +2,356 New
HT
1023
Heritage Trust
Oklahoma
$358K +$341K +2,157 +563%
BO
1024
Bank OZK
Arkansas
$355K -$3.96K -25 -1%
FANJ
1025
Financial Architects (New Jersey)
New Jersey
$354K -$8.38K -53 -2%
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