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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
1001
Glenview Trust
Kentucky
$1.01M -$12.6K -55 -1%
VWM
1002
Venturi Wealth Management
Texas
$1.01M +$191K +832 +23%
PCM
1003
Penserra Capital Management
California
$998K +$93K +406 +10%
OAM
1004
Origin Asset Management
United Kingdom
$994K – – –
BFO
1005
Boston Family Office
Massachusetts
$993K -$22.9K -100 -2%
TAM
1006
Tocqueville Asset Management
New York
$991K – – –
HBT
1007
Hills Bank & Trust
Iowa
$991K +$83.2K +363 +9%
RC
1008
Reik & Co
New York
$990K – – –
BOS
1009
Bingham Osborn & Scarborough
California
$990K +$18.3K +80 +2%
ANRIA
1010
American National Registered Investment Advisor
Texas
$989K – – –
SCM
1011
Shelton Capital Management
Colorado
$987K -$2.58M -11,250 -72%
PFM
1012
Parsec Financial Management
North Carolina
$987K -$112K -490 -10%
AO
1013
Advisor OS
Illinois
$986K +$266K +1,161 +36%
TI
1014
tru Independence
Oregon
$985K -$26.6K -116 -3%
HIIFS
1015
Harel Insurance Investments & Financial Services
Israel
$984K +$475K +2,075 +91%
CIAS
1016
Capital Investment Advisory Services
North Carolina
$977K -$219K -955 -18%
BBA
1017
BLB&B Advisors
Pennsylvania
$970K -$3.21K -14 -0.3%
HCMT
1018
Highland Capital Management (Tennessee)
Tennessee
$969K -$2.75K -12 -0.3%
FFG
1019
Fortem Financial Group
California
$969K +$222K +971 +29%
GWS
1020
Glassman Wealth Services
Virginia
$961K +$15.1K +66 +2%
RCIM
1021
Red Cedar Investment Management
Michigan
$958K +$971K +4,241 New
WA
1022
Wealth Alliance
New York
$957K -$56.4K -246 -5%
ODCM
1023
Old Dominion Capital Management
Virginia
$954K -$25.2K -110 -3%
JWCA
1024
J.W. Cole Advisors
Florida
$950K +$963K +4,203 New
CWM
1025
Confluence Wealth Management
Oregon
$947K +$239K +1,044 +27%
39 40
41
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