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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
LRIC
1001
Long Road Investment Counsel
Michigan
$1.75M -$2.78M -10,675 -60%
MLL
1002
Moody Lynn & Lieberson
Massachusetts
$1.75M -$496K -1,901 -21%
BWM
1003
Bulltick Wealth Management
Florida
$1.74M +$1.84M +7,054 New
AAM
1004
Azzad Asset Management
Virginia
$1.74M +$81.6K +313 +5%
EH
1005
Equitable Holdings
New York
$1.73M -$154K -592 -8%
VCA
1006
Verdence Capital Advisors
Maryland
$1.73M +$124K +477 +7%
MG
1007
Mather Group
Illinois
$1.72M -$285K -1,094 -14%
SW
1008
Simplicity Wealth
New Jersey
$1.71M -$2.73M -10,464 -60%
FBB
1009
Fulton Breakefield Broenniman
Maryland
$1.71M -$121K -465 -6%
CL
1010
CIM LLC
New York
$1.7M -$10.4K -40 -0.6%
TCA
1011
Transcend Capital Advisors
New Jersey
$1.7M -$970K -3,721 -35%
BWG
1012
Boomfish Wealth Group
Georgia
$1.7M +$401K +1,536 +29%
CA
1013
Cullinan Associates
Kentucky
$1.69M -$401K -1,539 -18%
PDL
1014
Portfolio Design Labs
California
$1.69M +$1.5M +5,752 +529%
CK
1015
Cohen Klingenstein
New York
$1.68M – – –
GRP
1016
Global Retirement Partners
California
$1.66M -$560K -2,147 -24%
QI
1017
Qtron Investments
Massachusetts
$1.66M – – –
PWP
1018
Precedent Wealth Partners
Texas
$1.66M +$113K +435 +7%
TCM
1019
Tran Capital Management
California
$1.65M -$1.37M -5,241 -44%
MAM
1020
Mirabaud Asset Management
United Kingdom
$1.65M +$414K +1,589 +31%
MWM
1021
Modera Wealth Management
New Jersey
$1.64M -$122K -468 -7%
ST
1022
Spinnaker Trust
Maine
$1.63M – – –
FHA
1023
Flagship Harbor Advisors
Massachusetts
$1.63M +$261K +1,002 +18%
LWA
1024
Lantern Wealth Advisors
New York
$1.63M +$495K +1,900 +40%
CF
1025
Centaurus Financial
California
$1.62M +$1.82K +7 +0.1%
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