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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1076
Clearstead Advisors
Ohio
$479K -$98.2K -510 -15%
DBT
1077
Dubuque Bank & Trust
Iowa
$477K -$15.6K -81 -3%
EGM
1078
Engineers Gate Manager
New York
$477K +$563K +2,922 New
AHB
1079
Abner Herrman & Brock
New Jersey
$475K – – –
PW
1080
Price Wealth
Texas
$474K -$240K -1,245 -30%
HFM
1081
Harvest Fund Management
China
$474K +$82.6K +429 +17%
GF
1082
Gabelli Funds
New York
$473K +$559K +2,900 New
EVM
1083
Evelyn V. Moreno
$472K – – –
BCMO
1084
Buckingham Capital Management (Ohio)
Ohio
$470K -$155K -805 -22%
AF
1085
Advisornet Financial
Minnesota
$469K +$69K +358 +14%
PCG
1086
Private Capital Group
Connecticut
$467K +$30.8K +160 +6%
TCA
1087
Transcend Capital Advisors
New Jersey
$461K -$7.71K -40 -1%
BCM
1088
Bluefin Capital Management
New York
$457K -$2.7M -14,008 -83%
APW
1089
Acima Private Wealth
Virginia
$457K – – –
TTWM
1090
TCV Trust & Wealth Management
Virginia
$457K – – –
FHA
1091
Flagship Harbor Advisors
Massachusetts
$456K -$18.5K -96 -3%
LC
1092
Lincoln Capital
Nebraska
$454K – – –
BSW
1093
Buckingham Strategic Wealth
Missouri
$453K +$35.1K +182 +7%
DJSG
1094
D.J. St. Germain
Massachusetts
$451K +$243K +1,261 +84%
TL
1095
TrueWealth LLC
Georgia
$450K -$5.01K -26 -0.9%
FANJ
1096
Financial Architects (New Jersey)
New Jersey
$448K +$122K +632 +30%
CIP
1097
Cornerstone Investment Partners
Georgia
$446K -$39.5M -204,828 -99%
CPA
1098
Court Place Advisors
Maryland
$446K +$5.78K +30 +1%
HCM
1099
HMS Capital Management
Tennessee
$441K -$630K -3,273 -55%
OFS
1100
OneAscent Financial Services
Alabama
$438K +$16K +83 +3%
42 43
44
45 46