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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1151
HMS Capital Management
Tennessee
$893K -$160K -620 -16%
OFS
1152
OneAscent Financial Services
Alabama
$884K +$555K +2,149 +204%
CF
1153
Centaurus Financial
California
$878K -$1.21M -4,664 -59%
WHG
1154
Westwood Holdings Group
Texas
$875K -$2.35M -9,085 -74%
FB
1155
Fulton Bank
Pennsylvania
$868K -$38.3K -148 -5%
FPF
1156
First Pacific Financial
Washington
$865K +$128K +494 +19%
CCT
1157
Country Club Trust
Missouri
$863K +$181K +701 +29%
CIM
1158
CIM Investment Management
Pennsylvania
$861K -$30.5K -118 -4%
TA
1159
TruWealth Advisors
Louisiana
$860K +$49.6K +192 +7%
BDWM
1160
Brewin Dolphin Wealth Management
Ireland
$856K – – –
FMLI
1161
Fukoku Mutual Life Insurance
Japan
$856K -$25.8K -100 -3%
BOM
1162
Bank of Marin
California
$855K – – –
SF
1163
Symphony Financial
Texas
$851K -$2.07M -7,998 -71%
BWP
1164
BSW Wealth Partners
Colorado
$851K +$52.2K +202 +7%
DA
1165
DSC Advisors
Illinois
$851K +$65.4K +253 +9%
NCM
1166
Northside Capital Management
Oregon
$850K – – –
CIP
1167
Convergence Investment Partners
Florida
$849K +$130K +502 +20%
PAM
1168
Premier Asset Management
Illinois
$849K +$795K +3,075 New
PAM
1169
Peak Asset Management
Colorado
$846K – – –
TCBWMS
1170
Texas Capital Bank Wealth Management Services
Texas
$846K +$19.4K +75 +3%
TTWM
1171
TCV Trust & Wealth Management
Virginia
$844K +$10.6K +41 +1%
CASB
1172
Cape Ann Savings Bank
Massachusetts
$842K +$93.3K +361 +13%
BL
1173
Balentine LLC
Georgia
$841K +$20.7K +80 +3%
RA
1174
RFG Advisory
Alabama
$835K -$40.1K -155 -5%
ECM
1175
Evergreen Capital Management
Washington
$835K +$28.9K +112 +4%
45 46
47
48 49