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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
HBT
1201
Hills Bank & Trust
Iowa
$887K -$122K -440 -12%
RT
1202
Rockland Trust
Massachusetts
$886K -$11.9K -43 -1%
CC
1203
Chicago Capital
Illinois
$879K – – –
GLR
1204
Great Lakes Retirement
Ohio
$875K +$907K +3,279 New
MCP
1205
Mirador Capital Partners
California
$871K – – –
HWM
1206
Heirloom Wealth Management
Colorado
$871K +$903K +3,264 New
BWM
1207
Buckley Wealth Management
Nevada
$870K +$10.8K +39 +1%
ATC
1208
Adirondack Trust Company
New York
$870K +$37.3K +135 +4%
RWA
1209
Ropes Wealth Advisors
Massachusetts
$868K +$78.8K +285 +10%
WSTAM
1210
Wilbanks Smith & Thomas Asset Management
Virginia
$859K -$5.53K -20 -0.6%
CCB
1211
Country Club Bank
Missouri
$859K -$94.9K -343 -10%
GL
1212
Graypoint LLC
New York
$857K +$21.3K +77 +2%
BOM
1213
Bank of Marin
California
$854K +$34K +123 +4%
BIA
1214
Benchmark Investment Advisors
Illinois
$854K -$24.9K -90 -3%
FHA
1215
Flagship Harbor Advisors
Massachusetts
$853K – – –
TW
1216
TrinityPoint Wealth
Connecticut
$842K -$3.32K -12 -0.4%
JHP
1217
James Hambro & Partners
United Kingdom
$841K +$8.3K +30 +1%
KWM
1218
Kolinsky Wealth Management
New Jersey
$839K -$7.75K -28 -0.9%
MM
1219
MQS Management
New York
$837K +$868K +3,138 New
AC
1220
Abbrea Capital
California
$835K +$24.9K +90 +3%
IAIM
1221
International Assets Investment Management
Florida
$834K +$531K +1,920 +159%
IWA
1222
Intercontinental Wealth Advisors
Texas
$827K +$3.6K +13 +0.4%
WAG
1223
Wallace Advisory Group
California
$826K +$856K +3,096 New
DMBA
1224
Deseret Mutual Benefit Administrators
Utah
$824K -$607K -2,193 -42%
SFO
1225
Stokes Family Office
Louisiana
$821K +$11.9K +43 +1%
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