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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1201
Ritholtz Wealth Management
New York
$672K +$80.3K +335 +15%
CIP
1202
Convergence Investment Partners
Florida
$671K +$255K +1,063 +71%
PB
1203
Pinnacle Bancorp
Nebraska
$665K -$8.39K -35 -1%
CFSG
1204
Community Financial Services Group
Vermont
$659K +$76K +317 +14%
DACG
1205
Donor Advised Charitable Giving
California
$657K – – –
PG
1206
Patten Group
Tennessee
$656K +$21.6K +90 +4%
BWA
1207
BDO Wealth Advisors
Florida
$653K +$11.5K +48 +2%
PIM
1208
Perpetual Investment Management
Australia
$652K +$606K +2,529 New
DBT
1209
Dubuque Bank & Trust
Iowa
$651K -$113K -471 -16%
LF
1210
Lantz Financial
Illinois
$651K +$34.5K +144 +6%
BHTS
1211
Bar Harbor Trust Services
Maine
$649K +$69.5K +290 +13%
JWCA
1212
J.W. Cole Advisors
Florida
$646K -$414K -1,729 -41%
HCP
1213
Hexagon Capital Partners
Arkansas
$646K +$6.71K +28 +1%
FI
1214
FormulaFolio Investments
Michigan
$646K +$593K +2,473 New
LB
1215
Legacy Bridge
Iowa
$645K – – –
QI
1216
Qtron Investments
Massachusetts
$642K -$354K -1,476 -38%
AWM
1217
Aries Wealth Management
Maine
$636K -$6.23K -26 -1%
MFW
1218
Meristem Family Wealth
Minnesota
$633K -$39.8K -166 -6%
GAM
1219
Griffin Asset Management
New York
$632K +$2.88K +12 +0.5%
MCM
1220
Manchester Capital Management
Vermont
$631K +$24K +100 +4%
MAM
1221
Marotta Asset Management
Virginia
$631K – – –
HEIP
1222
Hudson Edge Investment Partners
New Jersey
$627K – – –
EFSCE
1223
Enterprise Financial Services Corp (EFSC)
Missouri
$627K +$8.15K +34 +1%
FA
1224
Fountainhead AM
New Jersey
$627K +$576K +2,402 New
LG
1225
Leuthold Group
Minnesota
$624K -$24.9K -104 -4%
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