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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
1201
Nicolet Bankshares
Wisconsin
$944K +$133K +410 +16%
EFL
1202
ERn Financial LLC
Wisconsin
$936K +$952K +2,927 New
LWA
1203
LWS Wealth Advisors
New Jersey
$933K – – –
XF
1204
XML Financial
Maryland
$931K +$395K +1,213 +71%
BRWM
1205
B. Riley Wealth Management
Tennessee
$929K +$588K +1,808 +165%
HIA
1206
Harbor Investment Advisory
Maryland
$926K -$10.1K -31 -1%
PWS
1207
Precision Wealth Strategies
Missouri
$925K +$278K +854 +42%
HCP
1208
Holt Capital Partners
Texas
$922K – – –
B
1209
Bellecapital
Switzerland
$921K – – –
BCM
1210
Bluefin Capital Management
New York
$915K +$930K +2,860 New
CBT
1211
CoreFirst Bank & Trust
Kansas
$913K +$104K +319 +13%
ALAM
1212
Asahi Life Asset Management
Japan
$907K +$299K +920 +48%
BSI
1213
Bennett Selby Investments
Maine
$906K +$14.6K +45 +2%
KPW
1214
Kore Private Wealth
New York
$906K +$45.5K +140 +5%
GCAC
1215
Guardian Capital Advisors (Canada)
Ontario, Canada
$903K – – –
LC
1216
Lincoln Capital
Nebraska
$901K – – –
UBG
1217
United Bank (Georgia)
Georgia
$900K -$11.7K -36 -1%
PB
1218
Pinnacle Bancorp
Nebraska
$898K -$29.3K -90 -3%
APW
1219
Acima Private Wealth
Virginia
$896K – – –
EWM
1220
Evermay Wealth Management
Virginia
$893K -$42K -129 -4%
RT
1221
Rockland Trust
Massachusetts
$893K -$4.88K -15 -0.5%
SB
1222
Sunflower Bank
Texas
$890K -$79.7K -245 -8%
AFWM
1223
AMJ Financial Wealth Management
Virginia
$887K -$5.86K -18 -0.6%
OWA
1224
Outlook Wealth Advisors
Texas
$887K -$651 -2 -0.1%
AIM
1225
Alhambra Investment Management
Florida
$885K -$16.3K -50 -2%
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