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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
HC
1201
Henshaw Capital
Massachusetts
$1.09M +$68.5K +203 +7%
MFW
1202
Meristem Family Wealth
Minnesota
$1.09M -$330K -978 -23%
CWM
1203
Circle Wealth Management
New Jersey
$1.09M -$675 -2 -0.1%
HJIM
1204
Henry James International Management
New York
$1.09M +$337 +1 +0%
MWM
1205
Meridian Wealth Management
Kentucky
$1.09M +$57.7K +171 +6%
CFMC
1206
Curbstone Financial Management Corp
New Hampshire
$1.08M -$3.37K -10 -0.3%
SFG
1207
SevenBridge Financial Group
Pennsylvania
$1.08M -$161K -478 -13%
LSPW
1208
Lake Street Private Wealth
Illinois
$1.07M -$19.2K -57 -2%
PFG
1209
PAX Financial Group
Texas
$1.07M +$866K +2,569 +422%
OC
1210
Oarsman Capital
Wisconsin
$1.07M -$81.6K -242 -7%
HI
1211
Human Investing
Oregon
$1.07M +$1.07M +3,172 New
ARMT
1212
Amica Retiree Medical Trust
Rhode Island
$1.07M -$216K -641 -17%
FPA
1213
First Pacific Advisors
California
$1.07M – – –
RSWM
1214
Robertson Stephens Wealth Management
California
$1.07M +$108K +321 +11%
RWA
1215
Ropes Wealth Advisors
Massachusetts
$1.06M -$71.2K -211 -6%
HCM
1216
Highview Capital Management
Illinois
$1.06M -$47.9K -142 -4%
TA
1217
Tectonic Advisors
Texas
$1.05M -$89.7K -266 -8%
PB
1218
Pinnacle Bancorp
Nebraska
$1.05M +$93.4K +277 +10%
BDWM
1219
Brewin Dolphin Wealth Management
Ireland
$1.04M – – –
PP
1220
PDT Partners
New York
$1.04M +$1.05M +3,100 New
BOM
1221
Bank of Marin
California
$1.04M – – –
HCWM
1222
Harrison & Co Wealth Management
Virginia
$1.03M -$36.4K -108 -3%
KWM
1223
Kolinsky Wealth Management
New Jersey
$1.03M +$92.4K +274 +10%
JHP
1224
James Hambro & Partners
United Kingdom
$1.03M -$16.9K -50 -2%
TW
1225
TrinityPoint Wealth
Connecticut
$1.03M +$9.44K +28 +0.9%
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