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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
S
1026
SimplyRich
California
$2.52M – – –
CWM
1027
Connecticut Wealth Management
Connecticut
$2.5M -$11.7K -33 -0.4%
TWM
1028
Tradition Wealth Management
Minnesota
$2.5M -$1.05M -2,984 -27%
WKWM
1029
Walter & Keenan Wealth Management
Indiana
$2.49M +$67.8K +192 +2%
GIM
1030
Goelzer Investment Management
Indiana
$2.48M +$96.4K +273 +4%
DGM
1031
Delta Global Management
New York
$2.47M +$2.79M +7,913 New
PIA
1032
Petredis Investment Advisors
Pennsylvania
$2.45M +$44.9K +127 +2%
RCIM
1033
Red Cedar Investment Management
Michigan
$2.45M – – –
CA
1034
Cache Advisors
California
$2.45M +$393K +1,113 +17%
PL
1035
Perpetual Ltd
Australia
$2.45M +$18K +51 +0.7%
FAM
1036
Formidable Asset Management
Ohio
$2.44M -$113K -319 -4%
HR
1037
Hardy Reed
Mississippi
$2.43M +$41.3K +117 +2%
TCM
1038
Telos Capital Management
California
$2.42M +$33.2K +94 +1%
AWA
1039
Aaron Wealth Advisors
Illinois
$2.41M -$74.2K -210 -3%
EH
1040
Equitable Holdings
New York
$2.39M -$471K -1,334 -15%
EBT
1041
Enterprise Bank & Trust
Massachusetts
$2.37M +$24K +68 +0.9%
GC
1042
GFG Capital
Florida
$2.34M -$554K -1,570 -17%
NFG
1043
Nations Financial Group
Iowa
$2.33M -$910K -2,578 -26%
RBC
1044
Romano Brothers & Co
Illinois
$2.33M -$69.6K -197 -3%
MTC
1045
Matrix Trust Company
Colorado
$2.29M +$43.4K +123 +2%
RWM
1046
RBA Wealth Management
California
$2.29M +$243K +688 +10%
HW
1047
Hancock Whitney
Mississippi
$2.28M -$14.8K -42 -0.6%
ACS
1048
Archford Capital Strategies
Illinois
$2.28M +$501K +1,419 +24%
CAG
1049
Cypress Advisory Group
Arizona
$2.27M – – –
NEI
1050
Northwest & Ethical Investments
Ontario, Canada
$2.26M +$758K +2,145 +42%
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