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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1051
SWS Partners
Ohio
$462K +$426K +2,371 New
LB
1052
Legacy Bridge
Iowa
$456K – – –
OFS
1053
OneAscent Financial Services
Alabama
$455K +$442K +2,463 New
BO
1054
Bank OZK
Arkansas
$454K -$2.69K -15 -0.6%
WCM
1055
Weik Capital Management
Pennsylvania
$454K -$1.8K -10 -0.4%
BPCE
1056
Bank Pictet & Cie (Europe)
Germany
$451K -$51.4K -286 -10%
PCP
1057
Proficio Capital Partners
Massachusetts
$444K +$45.6K +254 +12%
GAM
1058
Griffin Asset Management
New York
$443K – – –
SMFS
1059
Squar Milner Financial Services
California
$442K +$86.4K +481 +25%
WSTAM
1060
Wilbanks Smith & Thomas Asset Management
Virginia
$441K +$14.2K +79 +3%
CL
1061
CIM LLC
New York
$441K +$48K +267 +13%
FNBOSM
1062
First National Bank of South Miami
Florida
$436K -$35K -195 -8%
VWM
1063
Venturi Wealth Management
Texas
$436K -$32K -178 -7%
CAMG
1064
CWA Asset Management Group
Florida
$436K – – –
NEAM
1065
New England Asset Management
Connecticut
$435K – – –
HPC
1066
Hobart Private Capital
North Carolina
$434K +$31.3K +174 +8%
LF
1067
Lantz Financial
Illinois
$432K +$25.9K +144 +7%
RMA
1068
Roffman Miller Associates
Pennsylvania
$429K +$417K +2,322 New
MGAM
1069
McGowan Group Asset Management
Texas
$426K – – –
KC
1070
Kingfisher Capital
North Carolina
$426K +$2.69K +15 +0.7%
CMANY
1071
Capital Management Associates (New York)
New York
$425K – – –
BW
1072
Bison Wealth
Georgia
$420K -$66.3K -369 -14%
AWM
1073
Aries Wealth Management
Maine
$418K – – –
HH
1074
Hilltop Holdings
Texas
$418K +$22.1K +123 +6%
OFG
1075
Omega Financial Group
California
$417K -$3.23K -18 -0.8%
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43
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