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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1201
Private Wealth Partners
California
$963K +$919K +3,370 New
AIP
1202
Almanack Investment Partners
Pennsylvania
$958K -$6.82K -25 -0.7%
SIA
1203
Schear Investment Advisers
Ohio
$957K +$79.3K +291 +10%
TIMH
1204
Tilt Investment Management Holdings
New York
$954K +$116K +426 +14%
CCB
1205
Country Club Bank
Missouri
$945K +$33K +121 +4%
RG
1206
Renaissance Group
Kentucky
$943K -$25.2M -92,546 -97%
CC
1207
Chicago Capital
Illinois
$942K – – –
CPWA
1208
Cerro Pacific Wealth Advisors
California
$941K -$263K -964 -23%
BWM
1209
Buckley Wealth Management
Nevada
$941K +$8.18K +30 +0.9%
TW
1210
TrinityPoint Wealth
Connecticut
$935K +$31.6K +116 +4%
HWM
1211
Heirloom Wealth Management
Colorado
$933K – – –
MFS
1212
Mirabella Financial Services
United Kingdom
$927K -$2.05M -7,534 -70%
FHA
1213
Flagship Harbor Advisors
Massachusetts
$926K +$11.7K +43 +1%
ATC
1214
Adirondack Trust Company
New York
$925K -$6K -22 -0.7%
BOM
1215
Bank of Marin
California
$915K – – –
TC
1216
Tsai Capital
New York
$907K +$865K +3,173 New
GRP
1217
Global Retirement Partners
California
$899K +$464K +1,703 +109%
MAM
1218
Morse Asset Management
Connecticut
$899K -$76.3K -280 -8%
BOSSRA
1219
B.O.S.S. Retirement Advisors
Utah
$898K +$584K +2,141 +214%
BIAS
1220
Beacon Investment Advisory Services
New Jersey
$890K +$25.6K +94 +3%
AIC
1221
Archer Investment Corporation
Indiana
$888K -$40.9K -150 -4%
IWA
1222
Intercontinental Wealth Advisors
Texas
$886K +$273 +1 +0%
GITFIT
1223
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$886K +$27.3K +100 +3%
DMBA
1224
Deseret Mutual Benefit Administrators
Utah
$882K -$818 -3 -0.1%
RA
1225
RFG Advisory
Alabama
$882K -$46.9K -172 -5%
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