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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1101
SevenBridge Financial Group
Pennsylvania
$917K +$13.2K +55 +2%
CAAS
1102
Capital Asset Advisory Services
Michigan
$915K -$27.8K -116 -3%
CC
1103
Chicago Capital
Illinois
$910K – – –
BCM
1104
Boltwood Capital Management
California
$908K -$23K -96 -3%
SAM
1105
Seelaus Asset Management
New Jersey
$901K -$635K -2,649 -43%
FFA
1106
First Foundation Advisors
California
$901K +$54.4K +227 +7%
CW
1107
CreativeOne Wealth
Kansas
$888K +$321K +1,338 +65%
NSAM
1108
North Star Asset Management
Wisconsin
$887K – – –
AWC
1109
Abundance Wealth Counselors
Pennsylvania
$881K +$60.9K +254 +8%
MAM
1110
Meeder Asset Management
Ohio
$881K +$169K +703 +26%
CA
1111
Clearstead Advisors
Ohio
$878K – – –
RMCM
1112
Reynders McVeigh Capital Management
Massachusetts
$877K -$301K -1,255 -27%
WP
1113
WMS Partners
Maryland
$868K -$12.5K -52 -2%
MCP
1114
Mirador Capital Partners
California
$866K – – –
IIC
1115
Integrated Investment Consultants
Michigan
$860K – – –
FB
1116
Fulton Bank
Pennsylvania
$859K +$36.4K +152 +5%
AC
1117
Abbrea Capital
California
$857K +$78.9K +329 +11%
AIM
1118
Anchor Investment Management
South Carolina
$856K +$20.9K +87 +3%
ETC
1119
Exchange Traded Concepts
Oklahoma
$856K +$631K +2,632 +408%
HJIM
1120
Henry James International Management
New York
$852K -$101K -420 -11%
NFG
1121
Next Financial Group
Texas
$850K +$94.2K +393 +14%
OWM
1122
OneAscent Wealth Management
Alabama
$846K +$776K +3,238 New
CIM
1123
CIM Investment Management
Pennsylvania
$845K -$12.5K -52 -2%
DC
1124
DeDora Capital
California
$841K +$201K +837 +35%
RA
1125
RFG Advisory
Alabama
$840K +$9.11K +38 +1%
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45
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