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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
1176
Texas Capital Bank Wealth Management Services
Texas
$888K -$14.3K -50 -2%
DC
1177
DeDora Capital
California
$884K -$573 -2 -0.1%
GC
1178
Grace Capital
Massachusetts
$884K – – –
WP
1179
WMS Partners
Maryland
$880K +$855K +2,986 New
VCM
1180
Vivaldi Capital Management
Illinois
$873K -$17.8K -62 -2%
ERIM
1181
Eagle Ridge Investment Management
Connecticut
$871K – – –
TW
1182
TrinityPoint Wealth
Connecticut
$864K +$4.58K +16 +0.5%
HIA
1183
Harbor Investment Advisory
Maryland
$863K -$3.44K -12 -0.4%
EWM
1184
Evermay Wealth Management
Virginia
$861K – – –
GCAC
1185
Guardian Capital Advisors (Canada)
Ontario, Canada
$861K – – –
LWA
1186
LWS Wealth Advisors
New Jersey
$860K – – –
RA
1187
RFG Advisory
Alabama
$859K -$30.9K -108 -4%
BWA
1188
BDO Wealth Advisors
Florida
$859K +$27.8K +97 +3%
PB
1189
Pinnacle Bancorp
Nebraska
$854K – – –
HCP
1190
Holt Capital Partners
Texas
$850K +$7.45K +26 +0.9%
B
1191
Bellecapital
Switzerland
$848K -$35.5K -124 -4%
PCG
1192
Private Capital Group
Connecticut
$845K +$108K +377 +15%
AIL
1193
AGF Investments LLC
Ontario, Canada
$842K +$3.15K +11 +0.4%
MWM
1194
Mission Wealth Management
California
$841K +$10.3K +36 +1%
UBG
1195
United Bank (Georgia)
Georgia
$840K +$8.88K +31 +1%
FHA
1196
Flagship Harbor Advisors
Massachusetts
$836K -$1.72K -6 -0.2%
LC
1197
Lincoln Capital
Nebraska
$830K – – –
AIM
1198
Alhambra Investment Management
Florida
$830K +$16K +56 +2%
RT
1199
Rockland Trust
Massachusetts
$828K – – –
NL
1200
NWAM LLC
Washington
$826K -$40.9K -143 -5%
46 47
48
49 50