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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1176
Manchester Capital Management
Vermont
$492K – – –
KC
1177
Kingfisher Capital
North Carolina
$490K +$1.32K +7 +0.3%
CFA
1178
CWS Financial Advisors
Michigan
$489K -$12.3K -65 -3%
HIIFS
1179
Harel Insurance Investments & Financial Services
Israel
$489K +$431K +2,277 New
LB
1180
Legacy Bridge
Iowa
$477K -$37.8K -200 -8%
BWP
1181
BSW Wealth Partners
Colorado
$476K +$419K +2,218 New
MCM
1182
Maryland Capital Management
Maryland
$473K -$231K -1,219 -36%
CWM
1183
Circle Wealth Management
New Jersey
$471K -$189K -1,000 -31%
TCOT
1184
Trust Company of Toledo
Ohio
$471K -$6.81K -36 -2%
PG
1185
Patten Group
Tennessee
$469K +$139K +735 +51%
BAM
1186
Belpointe Asset Management
Nevada
$467K -$78.5K -415 -16%
FNBOSM
1187
First National Bank of South Miami
Florida
$467K -$15.5K -82 -4%
EIA
1188
Edgemoor Investment Advisors
Maryland
$467K – – –
GAG
1189
GM Advisory Group
New York
$467K +$411K +2,174 New
QI
1190
Qtron Investments
Massachusetts
$466K +$53.7K +284 +15%
RTS
1191
Round Table Services
New Jersey
$463K – – –
TFA
1192
Toth Financial Advisory
Virginia
$461K +$258K +1,363 +174%
OFG
1193
Omega Financial Group
California
$460K – – –
WB
1194
Webster Bank
Connecticut
$458K -$32.2K -170 -7%
CBTWT
1195
Community Bank & Trust (Waco, Texas)
Texas
$458K +$16.1K +85 +4%
UBG
1196
United Bank (Georgia)
Georgia
$458K +$404K +2,135 New
MSAM
1197
Moloney Securities Asset Management
Missouri
$451K -$50.1K -265 -11%
KJHP
1198
K.J. Harrison & Partners
Ontario, Canada
$451K – – –
AL
1199
Aspiriant LLC
California
$443K -$11.7K -62 -3%
CW
1200
CreativeOne Wealth
Kansas
$443K +$6.62K +35 +2%
46 47
48
49 50