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Accenture

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