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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1001
IHT Wealth Management
Illinois
$2.68M -$567K -1,605 -16%
SAM
1002
Smartleaf Asset Management
Massachusetts
$2.67M -$120K -340 -4%
JIR
1003
James Investment Research
Ohio
$2.65M -$197K -559 -6%
CWM
1004
Calamos Wealth Management
Illinois
$2.65M +$1.19M +3,358 +65%
LCG
1005
Lynx Capital Group
Ohio
$2.64M +$437K +1,237 +17%
ET
1006
Equitable Trust
Tennessee
$2.64M -$32.5K -92 -1%
HIC
1007
Hartline Investment Corp
Illinois
$2.63M +$40.3K +114 +1%
IC
1008
Inscription Capital
Texas
$2.63M +$2.68M +7,582 New
SI
1009
Scharf Investments
California
$2.62M -$36.7K -104 -1%
DAS
1010
Diversify Advisory Services
Utah
$2.61M +$407K +1,153 +15%
FIM
1011
Freedom Investment Management
Connecticut
$2.61M +$19.8K +56 +0.7%
GDP
1012
Great Diamond Partners
Maine
$2.59M -$216K -612 -7%
SW
1013
Simplicity Wealth
New Jersey
$2.59M +$2.35M +6,653 +404%
PF
1014
Prosperitas Financial
California
$2.59M +$162K +459 +6%
DWM
1015
Drive Wealth Management
Utah
$2.57M -$21.9K -62 -0.7%
MG
1016
Mather Group
Illinois
$2.57M -$139K -393 -5%
CA
1017
Cullinan Associates
Kentucky
$2.57M -$31.8K -90 -1%
SFCL
1018
Strengthening Families & Communities LLC
Massachusetts
$2.56M +$118K +335 +4%
PA
1019
PFW Advisors
Georgia
$2.56M -$19.1K -54 -0.7%
VFA
1020
Valeo Financial Advisors
Indiana
$2.56M +$54.4K +154 +2%
TBT
1021
Texas Bank & Trust
Texas
$2.55M +$12.4K +35 +0.4%
SFS
1022
Stiles Financial Services
Minnesota
$2.54M -$74.2K -210 -3%
BFPW
1023
BOK Financial Private Wealth
Colorado
$2.54M -$43.4K -123 -1%
TC
1024
Tsai Capital
New York
$2.53M +$14.1K +40 +0.5%
FBB
1025
Fulton Breakefield Broenniman
Maryland
$2.53M -$2.41M -6,815 -46%
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