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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1076
Belpointe Asset Management
Nevada
$590K +$8.38K +43 +2%
TTWM
1077
TCV Trust & Wealth Management
Virginia
$589K
TL
1078
TrueWealth LLC
Georgia
$586K
Fisher Asset Management
1079
Fisher Asset Management
Washington
$586K +$121K +620 +29%
LC
1080
Lincoln Capital
Nebraska
$585K
ARTA
1081
A.R.T. Advisors
New York
$583K -$2.16M -11,100 -80%
CL
1082
CIM LLC
New York
$583K +$15.8K +81 +3%
AIM
1083
Anchor Investment Management
South Carolina
$579K
Kovitz Investment Group Partners
1084
Kovitz Investment Group Partners
Illinois
$578K +$535K +2,747 New
SXL
1085
Summit X LLC
Missouri
$577K +$6.82K +35 +1%
FFA
1086
First Foundation Advisors
California
$572K -$386K -1,980 -42%
CPA
1087
Court Place Advisors
Maryland
$569K -$39K -200 -7%
VCM
1088
Vivaldi Capital Management
Illinois
$569K -$10.5K -54 -2%
SSG
1089
Summit Securities Group
New York
$569K +$526K +2,700 New
PCG
1090
Private Capital Group
Connecticut
$568K -$73.9K -379 -12%
CIC
1091
Chilton Investment Company
Connecticut
$568K -$7.41K -38 -1%
BWM
1092
Buckley Wealth Management
Nevada
$566K +$17.2K +88 +3%
HPC
1093
Hobart Private Capital
North Carolina
$565K +$55.5K +285 +12%
DMC
1094
Drexel Morgan & Co
Pennsylvania
$550K
HEIP
1095
Hudson Edge Investment Partners
New Jersey
$547K
OFS
1096
OneAscent Financial Services
Alabama
$547K +$507K +2,600 New
BSW
1097
Buckingham Strategic Wealth
Missouri
$546K +$84.4K +433 +20%
ABC
1098
Associated Banc-Corp
Wisconsin
$544K +$62.2K +319 +14%
PB
1099
Pinnacle Bancorp
Nebraska
$543K
MFW
1100
Meristem Family Wealth
Minnesota
$543K +$1.95K +10 +0.4%