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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
1051
Woodmont Investment Counsel
Tennessee
$1.4M – – –
PWPS
1052
Pinnacle Wealth Planning Services
Ohio
$1.4M +$332K +1,201 +30%
CIAS
1053
Capital Investment Advisory Services
North Carolina
$1.39M -$2.77K -10 -0.2%
CAS
1054
Coppell Advisory Solutions
Texas
$1.39M +$1.44M +5,224 New
CASC
1055
Coppell Advisory Solutions Corp
Texas
$1.39M +$1.44M +5,224 New
NL
1056
NVWM LLC
Pennsylvania
$1.39M -$525K -1,898 -27%
IA
1057
IAM Advisory
Pennsylvania
$1.38M +$48.1K +174 +3%
FMTC
1058
Farmers & Merchants Trust Company
California
$1.38M +$4.15K +15 +0.3%
DDC
1059
DF Dent & Co
Maryland
$1.38M +$675K +2,442 +90%
BOS
1060
Bank of Stockton
California
$1.37M -$38.7K -140 -3%
DI
1061
DAGCO Inc
Ohio
$1.37M +$277 +1 +0%
MA
1062
Mutual Advisors
Nebraska
$1.37M +$98.7K +357 +7%
CW
1063
CreativeOne Wealth
Kansas
$1.35M -$559K -2,021 -29%
VV
1064
Verity & Verity
South Carolina
$1.34M -$73.9K -267 -5%
LNC
1065
Lincoln National Corp
Pennsylvania
$1.34M +$152K +550 +12%
HBWM
1066
Hollow Brook Wealth Management
New York
$1.34M +$60.3K +218 +5%
ICM
1067
Intrepid Capital Management
Florida
$1.33M – – –
BAM
1068
Belpointe Asset Management
Nevada
$1.33M -$111K -403 -8%
LBC
1069
Lowe Brockenbrough & Co
Virginia
$1.32M -$383K -1,384 -22%
ESB
1070
Essex Savings Bank
Connecticut
$1.32M +$60.6K +219 +5%
DOA
1071
D'Orazio & Associates
Virginia
$1.32M +$1.37M +4,953 New
LPT
1072
Legacy Private Trust
Wisconsin
$1.32M -$36K -130 -3%
AWE
1073
Avidian Wealth Enterprises
Texas
$1.32M +$227K +822 +20%
FB
1074
Fulton Bank
Pennsylvania
$1.31M +$35.7K +129 +3%
CAG
1075
Csenge Advisory Group
Florida
$1.3M +$2.77K +10 +0.2%