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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1001
Drive Wealth Management
Utah
$2.52M -$11.6K -38 -0.5%
HIC
1002
Hartline Investment Corp
Illinois
$2.52M +$2.15M +7,017 +541%
PA
1003
PFW Advisors
Georgia
$2.5M -$71.1K -232 -3%
GRP
1004
Global Retirement Partners
California
$2.5M +$1.01M +3,303 +67%
GIM
1005
Goelzer Investment Management
Indiana
$2.48M +$7.96K +26 +0.3%
FAM
1006
Formidable Asset Management
Ohio
$2.48M +$58.5K +191 +2%
VAS
1007
Vestmark Advisory Solutions
Massachusetts
$2.47M -$2.01M -6,564 -45%
GIA
1008
Gladstone Institutional Advisory
Florida
$2.46M -$178K -580 -7%
MFG
1009
Merit Financial Group
Georgia
$2.46M -$351K -1,145 -12%
SFP
1010
Shepherd Financial Partners
Massachusetts
$2.46M +$12.3K +40 +0.5%
HW
1011
Hancock Whitney
Mississippi
$2.46M -$373K -1,219 -13%
S
1012
SimplyRich
California
$2.45M – – –
PCMC
1013
Private Capital Management (Colorado)
Colorado
$2.44M +$3.37K +11 +0.1%
VCA
1014
Verdence Capital Advisors
Maryland
$2.42M +$514K +1,678 +27%
CWM
1015
Connecticut Wealth Management
Connecticut
$2.41M +$102K +333 +4%
AG
1016
AlTi Global
New York
$2.4M -$99.9K -326 -4%
SCA
1017
Stonebridge Capital Advisors
Minnesota
$2.39M +$215K +701 +10%
DWT
1018
Dorsey & Whitney Trust
South Dakota
$2.39M -$84.2K -275 -3%
RCIM
1019
Red Cedar Investment Management
Michigan
$2.38M -$917K -2,995 -28%
QIM
1020
Quest Investment Management
Oregon
$2.38M -$105K -342 -4%
SM
1021
Sciencast Management
New Jersey
$2.38M +$2.4M +7,847 New
CG
1022
Castellan Group
Kentucky
$2.38M +$280K +914 +13%
PIA
1023
Petredis Investment Advisors
Pennsylvania
$2.38M +$613 +2 +0%
GM
1024
GeoWealth Management
Illinois
$2.38M -$27K -88 -1%
BMWM
1025
Brown Miller Wealth Management
Virginia
$2.37M +$75.1K +245 +3%
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