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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
1251
Buckingham Strategic Wealth
Missouri
$374K -$195K -1,032 -37%
GA
1252
Geller Advisors
New York
$370K -$253K -1,340 -44%
BHBT
1253
Burke & Herbert Bank & Trust
Virginia
$370K – – –
GD
1254
Grandfield & Dodd
New York
$370K +$94.4K +499 +40%
GVAG
1255
Great Valley Advisor Group
Delaware
$370K +$326K +1,723 New
PHS
1256
Pekin Hardy Strauss
Illinois
$369K +$325K +1,720 New
GG
1257
Gleason Group
Kentucky
$366K +$1.32K +7 +0.4%
ER
1258
Enlightenment Research
Florida
$365K -$492K -2,600 -60%
DWM
1259
Darwin Wealth Management
Florida
$364K -$98.5K -521 -23%
XF
1260
XML Financial
Maryland
$360K -$6.43K -34 -2%
RWM
1261
Ritholtz Wealth Management
New York
$356K +$54.7K +289 +21%
JSL
1262
JT Stratford LLC
Georgia
$354K +$312K +1,648 New
RBC
1263
Roble Belko & Company
Pennsylvania
$353K – – –
OCM
1264
One Capital Management
California
$351K -$459K -2,426 -60%
WA
1265
WBH Advisory
Maryland
$350K -$4.54K -24 -1%
ARTA
1266
A.R.T. Advisors
New York
$350K +$308K +1,629 New
NB
1267
NBT Bank
New York
$348K +$5.86K +31 +2%
FBFS
1268
First Business Financial Services
Wisconsin
$347K -$127K -670 -29%
WDL
1269
Well Done LLC
Michigan
$346K -$2.46K -13 -0.8%
OR
1270
Olympiad Research
Connecticut
$346K +$305K +1,612 New
NJBEST
1271
New Jersey Better Educational Savings Trust
New Jersey
$344K – – –
SWM
1272
SeaCrest Wealth Management
New York
$342K -$10.8K -57 -3%
RWP
1273
RWA Wealth Partners
Massachusetts
$341K +$11.5K +61 +4%
FBT
1274
First Bankers Trust
Kentucky
$341K +$300K +1,587 New
RICHC
1275
Renaissance Investment Consultants Holding Company
Pennsylvania
$340K +$1.14K +6 +0.4%
49 50
51
52 53