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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1201
Axxcess Wealth Management
California
$838K +$115K +399 +14%
WSTAM
1202
Wilbanks Smith & Thomas Asset Management
Virginia
$834K +$264K +912 +39%
TFA
1203
Toth Financial Advisory
Virginia
$831K +$128K +444 +16%
HJIM
1204
Henry James International Management
New York
$830K – – –
MOS
1205
MGO One Seven
Ohio
$830K +$72.2K +250 +8%
BWM
1206
Buckley Wealth Management
Nevada
$829K -$372K -1,287 -29%
CFMC
1207
Curbstone Financial Management Corp
New Hampshire
$826K +$2.89K +10 +0.3%
TCBWMS
1208
Texas Capital Bank Wealth Management Services
Texas
$825K -$2.89K -10 -0.3%
FHA
1209
Flagship Harbor Advisors
Massachusetts
$822K +$83.5K +289 +10%
KWM
1210
Kolinsky Wealth Management
New Jersey
$816K +$45.4K +157 +5%
TW
1211
TrinityPoint Wealth
Connecticut
$815K +$29.8K +103 +3%
HI
1212
Human Investing
Oregon
$814K – – –
SFG
1213
SevenBridge Financial Group
Pennsylvania
$814K – – –
FWA
1214
FSM Wealth Advisors
Ohio
$813K +$8.09K +28 +0.9%
MCM
1215
Manchester Capital Management
Vermont
$808K +$3.76K +13 +0.4%
GL
1216
Graypoint LLC
New York
$806K +$193K +669 +27%
ATC
1217
Adirondack Trust Company
New York
$804K +$19.4K +67 +2%
JHP
1218
James Hambro & Partners
United Kingdom
$803K +$17.9K +62 +2%
PA
1219
Procyon Advisors
Connecticut
$802K -$26.6K -92 -3%
TA
1220
Tectonic Advisors
Texas
$801K – – –
IIM
1221
Intact Investment Management
Quebec, Canada
$798K +$636K +2,200 +244%
IWA
1222
Intercontinental Wealth Advisors
Texas
$794K -$31.2K -108 -3%
BOM
1223
Bank of Marin
California
$792K – – –
OC
1224
Oarsman Capital
Wisconsin
$790K -$14.4K -50 -2%
MAM
1225
Morse Asset Management
Connecticut
$787K -$72.2K -250 -8%
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