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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1051
Essential Planning
New Hampshire
$2.59M +$2.59M +7,202 New
HW
1052
Hancock Whitney
Mississippi
$2.59M -$97.9K -272 -4%
AG
1053
AlTi Global
New York
$2.59M -$505K -1,403 -16%
CAG
1054
Cypress Advisory Group
Arizona
$2.56M +$2.62M +7,274 New
GS
1055
GTS Securities
Florida
$2.56M -$401K -1,115 -13%
TAM
1056
Trust Asset Management
Texas
$2.54M – – –
QCG
1057
Quadrant Capital Group
Ohio
$2.54M -$28.8K -80 -1%
LCG
1058
Lynx Capital Group
Ohio
$2.54M -$16.6K -46 -0.6%
MTC
1059
Matrix Trust Company
Colorado
$2.54M +$27.4K +76 +1%
GCP
1060
GSA Capital Partners
United Kingdom
$2.53M -$1.51M -4,198 -37%
NCM
1061
Neumann Capital Management
California
$2.51M +$36K +100 +1%
XT
1062
XTX Topco
Cayman Islands
$2.49M +$2.55M +7,080 New
PWP
1063
Perfromance Wealth Partners
Illinois
$2.49M +$2M +5,562 +368%
QC
1064
Quantessence Capital
New York
$2.49M +$2.54M +7,069 New
CIA
1065
Capital Investment Advisors
Georgia
$2.48M +$1.49M +4,141 +142%
MNBTD
1066
Moody National Bank Trust Division
Texas
$2.47M -$140K -388 -5%
COI
1067
Connable Office Inc
Michigan
$2.47M -$48.6K -135 -2%
RC
1068
Roundview Capital
New Jersey
$2.44M +$64.1K +178 +3%
ECM
1069
Evergreen Capital Management
Washington
$2.44M +$42.8K +119 +2%
FPAS
1070
Focus Partners Advisor Solutions
Missouri
$2.43M – – –
CWM
1071
Chesapeake Wealth Management
Virginia
$2.43M -$9K -25 -0.4%
PFPT
1072
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.43M +$163K +453 +7%
FCM
1073
Fairbanks Capital Management
California
$2.42M +$67.3K +187 +3%
QI
1074
Qtron Investments
Massachusetts
$2.41M – – –
GIA
1075
Gladstone Institutional Advisory
Florida
$2.4M -$174K -482 -7%
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