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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
HCWM
1226
Harrison & Co Wealth Management
Virginia
$787K -$61K -211 -6%
AC
1227
Abbrea Capital
California
$782K -$20.5K -71 -2%
WPC
1228
Wedmont Private Capital
Pennsylvania
$782K +$63.9K +221 +8%
SFO
1229
Stokes Family Office
Louisiana
$781K -$242K -836 -22%
LC
1230
Lincoln Capital
Nebraska
$780K +$61.8K +214 +8%
DA
1231
DSC Advisors
Illinois
$780K +$304K +1,053 +53%
RMCM
1232
Reynders McVeigh Capital Management
Massachusetts
$774K -$160K -555 -16%
ERIM
1233
Eagle Ridge Investment Management
Connecticut
$774K – – –
IP
1234
Intellectus Partners
California
$774K – – –
CPA
1235
Court Place Advisors
Maryland
$772K -$10.1K -35 -1%
RA
1236
RFG Advisory
Alabama
$771K +$111K +385 +16%
CIM
1237
CIM Investment Management
Pennsylvania
$766K – – –
PAM
1238
Peak Asset Management
Colorado
$765K +$7.8K +27 +0.9%
RWA
1239
Ropes Wealth Advisors
Massachusetts
$763K +$867 +3 +0.1%
SIA
1240
Strategic Investment Advisors
Michigan
$763K +$857K +2,965 New
JCM
1241
Jacobi Capital Management
Pennsylvania
$759K +$36.7K +127 +4%
BFA
1242
Beaumont Financial Advisors
Massachusetts
$758K -$578 -2 -0.1%
CT
1243
Columbia Trust
Oregon
$758K +$46.5K +161 +6%
AL
1244
Aspiriant LLC
California
$757K +$289 +1 +0%
KAM
1245
Knightsbridge Asset Management
California
$756K +$287K +992 +51%
LWA
1246
LWS Wealth Advisors
New Jersey
$751K – – –
CIA
1247
Capital Investment Advisors
Georgia
$751K +$31.8K +110 +4%
PB
1248
Pinnacle Bancorp
Nebraska
$749K -$20.2K -70 -2%
FW
1249
FirstPurpose Wealth
Utah
$747K +$125K +431 +17%
MS
1250
Maven Securities
Jersey
$744K +$601K +2,079 +256%
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50
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