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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
ARI
1201
Applied Research Investments
Delaware
$893K -$58.6K -195 -6%
TCBWMS
1202
Texas Capital Bank Wealth Management Services
Texas
$893K +$56.2K +187 +6%
PA
1203
Procyon Advisors
Connecticut
$891K +$45.1K +150 +5%
CPO
1204
Cerity Partners OCIO
New York
$889K +$108K +358 +13%
CFMC
1205
Curbstone Financial Management Corp
New Hampshire
$888K – – –
AF
1206
Allworth Financial
California
$888K +$114K +379 +13%
IWA
1207
Intercontinental Wealth Advisors
Texas
$887K +$135K +448 +16%
BDWM
1208
Brewin Dolphin Wealth Management
Ireland
$882K +$22.8K +76 +2%
CAAS
1209
Capital Asset Advisory Services
Michigan
$879K -$31.3K -104 -3%
HI
1210
Human Investing
Oregon
$879K -$2.1K -7 -0.2%
ARMT
1211
Amica Retiree Medical Trust
Rhode Island
$879K – – –
SFG
1212
SevenBridge Financial Group
Pennsylvania
$878K -$9.01K -30 -0.9%
CCB
1213
Country Club Bank
Missouri
$876K +$28.8K +96 +3%
PWM
1214
Perigon Wealth Management
California
$870K +$110K +366 +13%
MCM
1215
Manchester Capital Management
Vermont
$869K +$287K +956 +44%
OC
1216
Oarsman Capital
Wisconsin
$866K -$15.9K -53 -2%
AC
1217
Abbrea Capital
California
$864K -$52.6K -175 -5%
TA
1218
Tectonic Advisors
Texas
$864K +$2.1K +7 +0.2%
JCM
1219
Jacobsen Capital Management
Utah
$857K +$928K +3,088 New
BOM
1220
Bank of Marin
California
$855K – – –
TW
1221
TrinityPoint Wealth
Connecticut
$851K +$1.8K +6 +0.2%
JHP
1222
James Hambro & Partners
United Kingdom
$849K – – –
ATC
1223
Adirondack Trust Company
New York
$849K +$52K +173 +6%
HPWM
1224
Highland Private Wealth Management
Washington
$848K +$55.9K +186 +6%
HCP
1225
Holt Capital Partners
Texas
$847K +$24K +80 +3%
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