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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1001
Toth Financial Advisory
Virginia
$2.99M +$438K +1,218 +17%
TPW
1002
Turn8 Private Wealth
$2.98M +$3.04M +8,457 New
WPW
1003
Waldron Private Wealth
Pennsylvania
$2.96M +$496K +1,378 +20%
BTD
1004
BankPlus Trust Department
Mississippi
$2.95M +$3.02M +8,391 New
SFS
1005
Stiles Financial Services
Minnesota
$2.94M -$77K -214 -3%
CA
1006
Cullinan Associates
Kentucky
$2.93M -$347K -963 -10%
HIC
1007
Hartline Investment Corp
Illinois
$2.92M – – –
DWM
1008
Drive Wealth Management
Utah
$2.92M -$13.7K -38 -0.5%
FIM
1009
Freedom Investment Management
Connecticut
$2.92M -$157K -437 -5%
OWP
1010
Obermeyer Wealth Partners
Colorado
$2.91M +$598K +1,660 +25%
BFPW
1011
BOK Financial Private Wealth
Colorado
$2.9M -$239K -664 -7%
PA
1012
PFW Advisors
Georgia
$2.9M +$2.97M +8,249 New
PCMC
1013
Private Capital Management (Colorado)
Colorado
$2.9M +$5.04K +14 +0.2%
NIMI
1014
Natixis Investment Managers International
France
$2.88M +$749K +2,081 +34%
DWT
1015
Dorsey & Whitney Trust
South Dakota
$2.88M -$262K -727 -8%
FAM
1016
Formidable Asset Management
Ohio
$2.87M +$9K +25 +0.3%
TBT
1017
Texas Bank & Trust
Texas
$2.87M +$2.93M +8,146 New
S
1018
SimplyRich
California
$2.85M – – –
PWM
1019
Palumbo Wealth Management
New York
$2.84M +$347K +963 +14%
KIM
1020
Kestra Investment Management
Texas
$2.84M +$291K +809 +11%
TC
1021
Tsai Capital
New York
$2.84M -$53.6K -149 -2%
BWM
1022
BKM Wealth Management
Wisconsin
$2.83M +$79.2K +220 +3%
CWM
1023
Connecticut Wealth Management
Connecticut
$2.83M +$63.4K +176 +2%
VFA
1024
Valeo Financial Advisors
Indiana
$2.83M -$18.7K -52 -0.6%
UW
1025
Unique Wealth
Florida
$2.82M +$185K +515 +7%
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