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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
1226
Adirondack Trust Company
New York
$1.02M +$291 +1 +0%
MC
1227
Machina Capital
France
$1.02M -$246K -846 -20%
ADL
1228
Asset Dedication LLC
California
$1.02M +$209K +718 +28%
CC
1229
Chicago Capital
Illinois
$1.02M – – –
CI
1230
CX Institutional
Indiana
$1.01M +$166K +570 +21%
HWM
1231
Heirloom Wealth Management
Colorado
$1.01M – – –
OTPPB
1232
Ontario Teachers' Pension Plan Board
Ontario, Canada
$999K -$316K -1,087 -25%
DJSG
1233
D.J. St. Germain
Massachusetts
$998K +$939K +3,233 New
DMBA
1234
Deseret Mutual Benefit Administrators
Utah
$987K +$32.3K +111 +4%
BP
1235
BBR Partners
New York
$985K -$80.5K -277 -8%
RA
1236
RFG Advisory
Alabama
$981K +$27K +93 +3%
MHS
1237
M Holdings Securities
Oregon
$978K -$495K -1,702 -35%
FW
1238
FirstPurpose Wealth
Utah
$972K +$76.7K +264 +9%
WAG
1239
Wallace Advisory Group
California
$970K – – –
SMA
1240
Sage Mountain Advisors
Georgia
$966K +$121K +418 +15%
AL
1241
Aspiriant LLC
California
$962K +$40.7K +140 +5%
AA
1242
Addison Advisors
Vermont
$959K +$16.9K +58 +2%
GITFIT
1243
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$957K – – –
WSTAM
1244
Wilbanks Smith & Thomas Asset Management
Virginia
$956K -$110K -379 -11%
CAS
1245
Coppell Advisory Solutions
Texas
$952K +$121K +415 +16%
LC
1246
Lincoln Capital
Nebraska
$950K – – –
BIAS
1247
Beacon Investment Advisory Services
New Jersey
$950K -$10.8K -37 -1%
JWCA
1248
J.W. Cole Advisors
Florida
$947K -$386K -1,329 -30%
SFG
1249
SevenBridge Financial Group
Pennsylvania
$946K – – –
TCBWMS
1250
Texas Capital Bank Wealth Management Services
Texas
$945K -$181K -623 -17%
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