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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
1126
OneDigital Investment Advisors
Kansas
$1.54M +$57.9K +159 +4%
SACTSONJ
1127
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.53M – – –
RMCM
1128
Reynders McVeigh Capital Management
Massachusetts
$1.53M +$108K +295 +9%
AC
1129
Abbrea Capital
California
$1.53M +$76.5K +210 +6%
CASB
1130
Cape Ann Savings Bank
Massachusetts
$1.52M +$71.1K +195 +6%
TTWM
1131
TCV Trust & Wealth Management
Virginia
$1.52M -$29.5K -81 -2%
SFG
1132
SevenBridge Financial Group
Pennsylvania
$1.52M -$11.3K -31 -0.8%
GWANC
1133
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.52M +$1.34M +3,670 New
FFM
1134
Forum Financial Management
Illinois
$1.52M +$1.34M +3,664 New
JA
1135
JVL Associates
Michigan
$1.52M -$55K -151 -4%
UFF
1136
USA Financial Formulas
Michigan
$1.5M +$1.26M +3,465 +2,126%
BIP
1137
Blueprint Investment Partners
North Carolina
$1.5M +$239K +657 +22%
FC
1138
Ferris Capital
Massachusetts
$1.49M – – –
PFPT
1139
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.48M +$20.4K +56 +2%
WP
1140
WealthSource Partners
California
$1.47M -$155K -425 -11%
EWS
1141
Evergreen Wealth Solutions
Pennsylvania
$1.47M +$1.29M +3,547 New
VWM
1142
Venturi Wealth Management
Texas
$1.47M -$88.6K -243 -6%
FPF
1143
First Pacific Financial
Washington
$1.46M -$40.8K -112 -3%
AIA
1144
Angeles Investment Advisors
California
$1.46M +$360K +987 +39%
WI
1145
WBI Investments
New Jersey
$1.45M +$1.41M +3,858 New
IP
1146
Intellectus Partners
California
$1.44M -$24.1K -66 -2%
ANTB
1147
AMG National Trust Bank
Colorado
$1.44M -$129K -355 -9%
BWP
1148
BSW Wealth Partners
Colorado
$1.43M +$57.9K +159 +5%
RA
1149
Rational Advisors
New York
$1.43M +$94.4K +259 +8%
BAM
1150
Belpointe Asset Management
Nevada
$1.43M +$32.1K +88 +3%
44 45
46
47 48