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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
1201
DeDora Capital
California
$951K -$8.78K -27 -0.9%
PCG
1202
Private Capital Group
Connecticut
$948K +$31.6K +97 +3%
HI
1203
Harbour Investments
Wisconsin
$948K +$149K +458 +18%
BIP
1204
Blueprint Investment Partners
North Carolina
$947K +$410K +1,260 +74%
NB
1205
Nicolet Bankshares
Wisconsin
$944K +$133K +410 +16%
EFL
1206
ERn Financial LLC
Wisconsin
$936K +$952K +2,927 New
LWA
1207
LWS Wealth Advisors
New Jersey
$933K – – –
XF
1208
XML Financial
Maryland
$931K +$395K +1,213 +71%
BRWM
1209
B. Riley Wealth Management
Tennessee
$929K +$588K +1,808 +165%
HIA
1210
Harbor Investment Advisory
Maryland
$926K -$10.1K -31 -1%
PWS
1211
Precision Wealth Strategies
Missouri
$925K +$278K +854 +42%
HCP
1212
Holt Capital Partners
Texas
$922K – – –
B
1213
Bellecapital
Switzerland
$921K – – –
BCM
1214
Bluefin Capital Management
New York
$915K +$930K +2,860 New
CBT
1215
CoreFirst Bank & Trust
Kansas
$913K +$104K +319 +13%
ALAM
1216
Asahi Life Asset Management
Japan
$907K +$299K +920 +48%
BSI
1217
Bennett Selby Investments
Maine
$906K +$14.6K +45 +2%
KPW
1218
Kore Private Wealth
New York
$906K +$45.5K +140 +5%
GCAC
1219
Guardian Capital Advisors (Canada)
Ontario, Canada
$903K – – –
LC
1220
Lincoln Capital
Nebraska
$901K – – –
UBG
1221
United Bank (Georgia)
Georgia
$900K -$11.7K -36 -1%
PB
1222
Pinnacle Bancorp
Nebraska
$898K -$29.3K -90 -3%
APW
1223
Acima Private Wealth
Virginia
$896K – – –
EWM
1224
Evermay Wealth Management
Virginia
$893K -$42K -129 -4%
RT
1225
Rockland Trust
Massachusetts
$893K -$4.88K -15 -0.5%
47 48
49
50 51