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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1176
Spire Wealth Management
Virginia
$965K +$306K +1,108 +44%
CASB
1177
Cape Ann Savings Bank
Massachusetts
$964K -$5.26K -19 -0.5%
CIM
1178
Confluence Investment Management
Missouri
$964K +$10.2K +37 +1%
MG
1179
Marex Group
$953K +$982K +3,550 New
ANTB
1180
AMG National Trust Bank
Colorado
$949K -$4.15K -15 -0.4%
WP
1181
WMS Partners
Maryland
$948K +$12.4K +45 +1%
PT
1182
Plimoth Trust
Massachusetts
$947K +$27.1K +98 +3%
RA
1183
RFG Advisory
Alabama
$942K +$108K +391 +14%
AIC
1184
Archer Investment Corporation
Indiana
$942K – – –
BP
1185
BBR Partners
New York
$940K – – –
TCBWMS
1186
Texas Capital Bank Wealth Management Services
Texas
$936K +$83K +300 +9%
DA
1187
Doliver Advisors
Texas
$934K +$19.1K +69 +2%
IC
1188
Inscription Capital
Texas
$931K -$3.6K -13 -0.4%
DLCIG
1189
D.L. Carlson Investment Group
New Hampshire
$929K -$9.68K -35 -1%
JWCA
1190
J.W. Cole Advisors
Florida
$925K +$830 +3 +0.1%
TTWM
1191
TCV Trust & Wealth Management
Virginia
$924K -$48.4K -175 -5%
VCM
1192
Vivaldi Capital Management
Illinois
$923K +$9.4K +34 +1%
GT
1193
Glenview Trust
Kentucky
$922K -$26K -94 -3%
CPO
1194
Cerity Partners OCIO
New York
$915K -$26.6K -96 -3%
MAM
1195
Morse Asset Management
Connecticut
$914K +$102K +367 +12%
MOS
1196
MGO One Seven
Ohio
$911K +$51.2K +185 +6%
PCA
1197
Personal Capital Advisors
California
$910K +$5.81K +21 +0.6%
TBWA
1198
Three Bridge Wealth Advisors
California
$904K -$167K -602 -15%
DTL
1199
Dynamic Technology Lab
Singapore
$903K -$1.89M -6,832 -67%
AIP
1200
Almanack Investment Partners
Pennsylvania
$901K -$36.5K -132 -4%
46 47
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