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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1026
Chicago Capital
Illinois
$566K +$29K +150 +5%
CPA
1027
Court Place Advisors
Maryland
$559K – – –
SCA
1028
Stonebridge Capital Advisors
Minnesota
$557K -$5.03K -26 -0.9%
EVM
1029
Evelyn V. Moreno
$557K +$560K +2,895 New
DBT
1030
Dubuque Bank & Trust
Iowa
$549K +$32.5K +168 +6%
FHA
1031
Flagship Harbor Advisors
Massachusetts
$548K +$2.52K +13 +0.5%
CEP
1032
Chicago Equity Partners
Illinois
$541K +$197K +1,020 +57%
TTWM
1033
TCV Trust & Wealth Management
Virginia
$539K – – –
APW
1034
Acima Private Wealth
Virginia
$538K – – –
EFS
1035
Essex Financial Services
Connecticut
$538K +$14.9K +77 +3%
CFGS
1036
Concourse Financial Group Securities
Alabama
$537K -$1.62M -8,396 -75%
LC
1037
Lincoln Capital
Nebraska
$535K – – –
TL
1038
TrueWealth LLC
Georgia
$535K – – –
BFA
1039
Beaumont Financial Advisors
Massachusetts
$534K +$4.64K +24 +0.9%
SXL
1040
Summit X LLC
Missouri
$532K +$41K +212 +8%
ALAM
1041
Asahi Life Asset Management
Japan
$532K +$354K +1,830 +196%
BAM
1042
Belpointe Asset Management
Nevada
$531K -$90.2K -466 -14%
VCM
1043
Vivaldi Capital Management
Illinois
$530K -$393K -2,029 -42%
AIM
1044
Anchor Investment Management
South Carolina
$529K – – –
CIC
1045
Chilton Investment Company
Connecticut
$526K +$529K +2,735 New
GAM
1046
Griffin Asset Management
New York
$517K +$56.5K +292 +12%
CL
1047
CIM LLC
New York
$517K +$58.4K +302 +13%
IWC
1048
Integrated Wealth Concepts
Massachusetts
$510K +$16.4K +85 +3%
PP
1049
Palladium Partners
Virginia
$510K +$340K +1,756 +141%
CIA
1050
Capital Investment Advisors
Georgia
$506K +$25.7K +133 +5%
40 41
42
43 44