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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1101
Jacobi Capital Management
Pennsylvania
$395K +$11.7K +65 +3%
DACG
1102
Donor Advised Charitable Giving
California
$392K +$381K +2,120 New
AL
1103
Aspiriant LLC
California
$391K – – –
EWM
1104
Evermay Wealth Management
Virginia
$389K – – –
KJHP
1105
K.J. Harrison & Partners
Ontario, Canada
$388K -$71.8K -400 -16%
KWM
1106
Kingsview Wealth Management
Oregon
$386K +$43.5K +242 +13%
APA
1107
American Portfolios Advisors
New York
$383K +$41.8K +233 +13%
TCB
1108
Texas Capital Bancshares
Texas
$382K -$2.33K -13 -0.6%
AF
1109
Advisornet Financial
Minnesota
$381K +$48.5K +270 +15%
EWM
1110
Empirical Wealth Management
Washington
$380K -$42.4K -236 -10%
HCM
1111
Harvest Capital Management
New Hampshire
$380K -$8.98K -50 -2%
PC
1112
Pecaut & Co
Iowa
$378K +$3.95K +22 +1%
BWA
1113
BDO Wealth Advisors
Florida
$378K +$16.2K +90 +5%
PL
1114
Perpetual Ltd
Australia
$377K -$144K -800 -28%
CWM
1115
Circle Wealth Management
New Jersey
$374K +$75.3K +419 +26%
OIA
1116
Optimum Investment Advisors
Illinois
$373K +$898 +5 +0.2%
IC
1117
Intersect Capital
California
$372K +$362K +2,014 New
FPA
1118
First Pacific Advisors
California
$370K – – –
CC
1119
Courier Capital
New York
$368K -$39.3K -219 -10%
FANJ
1120
Financial Architects (New Jersey)
New Jersey
$367K -$83.5K -465 -19%
TCM
1121
Tran Capital Management
California
$366K -$351K -1,957 -50%
BSW
1122
Buckingham Strategic Wealth
Missouri
$364K +$41.7K +232 +13%
VHAM
1123
Van Hulzen Asset Management
California
$363K -$7.07M -39,383 -95%
BBA
1124
Braun-Bostich & Associates
Pennsylvania
$362K -$304K -1,690 -46%
DWM
1125
Dakota Wealth Management
Florida
$362K +$23.9K +133 +7%
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