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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1126
CIM Investment Management
Pennsylvania
$896K -$4.66K -20 -0.4%
SAM
1127
S.A. Mason
Michigan
$896K -$23.3K -100 -2%
TCOT
1128
Trust Company of Toledo
Ohio
$893K +$93.7K +402 +10%
GDP
1129
Great Diamond Partners
Maine
$891K -$1.25M -5,373 -54%
ESB
1130
Essex Savings Bank
Connecticut
$888K -$20.3K -87 -2%
WKWM
1131
Walter & Keenan Wealth Management
Indiana
$887K -$65.9K -283 -6%
CP
1132
Camelot Portfolios
Ohio
$885K -$21.7K -93 -2%
VA
1133
VestGen Advisors
Illinois
$884K +$387K +1,663 +47%
SHGA
1134
Sand Hill Global Advisors
California
$881K -$2.5M -10,731 -71%
FNT
1135
First National Trust
Pennsylvania
$878K -$163K -700 -14%
TPI
1136
Trust Point Inc
Wisconsin
$877K -$66.2K -284 -6%
BFPW
1137
BOK Financial Private Wealth
Colorado
$871K -$49.9K -214 -5%
WIC
1138
Woodmont Investment Counsel
Tennessee
$866K -$31.2K -134 -3%
TWIM
1139
TIAA Wealth Investment Management
New York
$864K +$1.02M +4,359 New
BA
1140
Ballast Advisors
Minnesota
$860K -$198K -851 -16%
SFS
1141
Searcy Financial Services
Kansas
$860K – – –
AIM
1142
Acropolis Investment Management
Missouri
$854K -$197K -846 -16%
SIA
1143
Strategic Investment Advisors
Michigan
$849K +$622K +2,669 +166%
HR
1144
Hardy Reed
Mississippi
$845K -$48.7K -209 -5%
CWP
1145
Cyndeo Wealth Partners
Florida
$845K -$3.32M -14,235 -77%
CIAS
1146
Capital Investment Advisory Services
North Carolina
$839K -$74.6K -320 -7%
GWM
1147
GSB Wealth Management
Connecticut
$839K -$5.83K -25 -0.6%
RB
1148
Renasant Bank
Mississippi
$836K +$22.4K +96 +2%
AG
1149
AlTi Global
New York
$835K -$6.29K -27 -0.6%
CBA
1150
Coastal Bridge Advisors
Connecticut
$835K +$150K +644 +18%
44 45
46
47 48