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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1201
Sabadell Asset Management
Spain
$1.11M – – –
MSR
1202
Main Street Research
Connecticut
$1.11M -$76.7K -264 -7%
JMFC
1203
J.M. Forbes & Co
Massachusetts
$1.11M +$790K +2,717 +310%
HBT
1204
Heartland Bank & Trust
Illinois
$1.1M -$96.8K -333 -9%
LCOV
1205
London Company of Virginia
Virginia
$1.09M -$119K -411 -10%
VIM
1206
VELA Investment Management
Ohio
$1.09M +$142K +487 +16%
JFG
1207
Jefferies Financial Group
New York
$1.08M +$1.02M +3,502 New
EWS
1208
Evergreen Wealth Solutions
Pennsylvania
$1.08M -$37.5K -129 -4%
TIMH
1209
Tilt Investment Management Holdings
New York
$1.07M – – –
FHA
1210
Flagship Harbor Advisors
Massachusetts
$1.07M +$63.3K +218 +7%
WP
1211
WMS Partners
Maryland
$1.06M -$6.39K -22 -0.6%
GFPC
1212
Global Financial Private Client
Florida
$1.05M +$914K +3,145 +1,294%
BOSSRA
1213
B.O.S.S. Retirement Advisors
Utah
$1.05M +$77.6K +267 +8%
FCP
1214
Fidelis Capital Partners
Florida
$1.05M +$52.6K +181 +6%
BAM
1215
Belpointe Asset Management
Nevada
$1.05M -$643K -2,214 -39%
IIM
1216
Intact Investment Management
Quebec, Canada
$1.05M – – –
IWM
1217
IHT Wealth Management
Illinois
$1.04M +$202K +695 +26%
CIM
1218
Confluence Investment Management
Missouri
$1.04M -$68K -234 -6%
CCB
1219
Country Club Bank
Missouri
$1.04M +$10.5K +36 +1%
JHP
1220
James Hambro & Partners
United Kingdom
$1.04M -$131K -452 -12%
PWP
1221
Private Wealth Partners
California
$1.04M – – –
AIC
1222
Archer Investment Corporation
Indiana
$1.04M -$3.49K -12 -0.4%
CP
1223
CenterBook Partners
Connecticut
$1.04M -$1.25M -4,289 -56%
DLCIG
1224
D.L. Carlson Investment Group
New Hampshire
$1.04M -$16K -55 -2%
HIA
1225
Harbor Investment Advisory
Maryland
$1.03M +$124K +426 +15%
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