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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CWI
1026
Conscious Wealth Investments
Florida
$2.8M +$72.4K +201 +3%
MFS
1027
Mirabella Financial Services
United Kingdom
$2.79M -$2.86M -7,945 -50%
AWA
1028
Aaron Wealth Advisors
Illinois
$2.79M +$319K +886 +13%
SFCL
1029
Strengthening Families & Communities LLC
Massachusetts
$2.77M +$26.6K +74 +0.9%
RCIM
1030
Red Cedar Investment Management
Michigan
$2.76M – – –
PF
1031
Prosperitas Financial
California
$2.76M +$140K +389 +5%
WKWM
1032
Walter & Keenan Wealth Management
Indiana
$2.74M +$2.88K +8 +0.1%
PL
1033
Perpetual Ltd
Australia
$2.74M -$4.22M -11,732 -60%
PIA
1034
Petredis Investment Advisors
Pennsylvania
$2.72M -$45.7K -127 -2%
HR
1035
Hardy Reed
Mississippi
$2.7M – – –
TCM
1036
Telos Capital Management
California
$2.7M +$102K +283 +4%
GIM
1037
Goelzer Investment Management
Indiana
$2.7M +$27K +75 +1%
RBC
1038
Romano Brothers & Co
Illinois
$2.69M -$7.56K -21 -0.3%
MAM
1039
Mirabaud Asset Management
United Kingdom
$2.68M +$786K +2,183 +40%
DAS
1040
Diversify Advisory Services
Utah
$2.66M -$467K -1,297 -15%
PWM
1041
Perigon Wealth Management
California
$2.65M -$542K -1,506 -17%
EBT
1042
Enterprise Bank & Trust
Massachusetts
$2.64M -$29.5K -82 -1%
FW
1043
FullCircle Wealth
Texas
$2.64M +$3.24K +9 +0.1%
MWM
1044
Modera Wealth Management
New Jersey
$2.64M +$393K +1,092 +17%
LI
1045
Louisbourg Investments
New Brunswick, Canada
$2.62M -$864K -2,400 -21%
CF
1046
Centaurus Financial
California
$2.62M – – –
NW
1047
Naviter Wealth
Arkansas
$2.6M +$338K +939 +15%
SM
1048
Sciencast Management
New Jersey
$2.6M +$1.37M +3,810 +106%
GM
1049
GeoWealth Management
Illinois
$2.59M +$75.6K +210 +3%
EP
1050
Essential Planning
New Hampshire
$2.59M +$2.59M +7,202 New
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