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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
P
1251
Pitcairn
Pennsylvania
$806K -$728K -2,238 -47%
SL
1252
Stevard LLC
Illinois
$806K +$6.51K +20 +0.8%
WHG
1253
Westwood Holdings Group
Texas
$803K -$77.1K -237 -9%
SAM
1254
Seelaus Asset Management
New Jersey
$800K -$97.6K -300 -11%
CWM
1255
Concentric Wealth Management
California
$800K – – –
PG
1256
Patten Group
Tennessee
$800K – – –
PIG
1257
Pantheon Investment Group
California
$793K -$16.3K -50 -2%
JWM
1258
Janiczek Wealth Management
Colorado
$793K +$148K +455 +22%
PWS
1259
Peloton Wealth Strategists
Indiana
$792K – – –
CG
1260
Carmignac Gestion
France
$790K +$803K +2,468 New
TSW
1261
Thompson Siegel & Walmsley
Virginia
$787K -$13K -40 -2%
MAM
1262
Marotta Asset Management
Virginia
$785K – – –
CPO
1263
Cerity Partners OCIO
New York
$785K +$115K +352 +17%
PWAG
1264
Polaris Wealth Advisory Group
California
$772K +$15.6K +48 +2%
MCM
1265
Manchester Capital Management
Vermont
$770K – – –
FA
1266
Fountainhead AM
New Jersey
$768K – – –
CCA
1267
Cobblestone Capital Advisors
New York
$767K +$12K +37 +2%
JCM
1268
Jacobi Capital Management
Pennsylvania
$767K +$230K +707 +42%
CIP
1269
Convergence Investment Partners
Florida
$764K -$118K -362 -13%
SWA
1270
SFMG Wealth Advisors
Texas
$763K +$37.4K +115 +5%
DBT
1271
Dubuque Bank & Trust
Iowa
$762K -$43.3K -133 -5%
DJSG
1272
D.J. St. Germain
Massachusetts
$762K – – –
DA
1273
DSC Advisors
Illinois
$757K +$86.5K +266 +13%
SIM
1274
Studio Investment Management
Illinois
$757K +$770K +2,366 New
NIM
1275
NuWave Investment Management
New Jersey
$756K +$430K +1,323 +127%
49 50
51
52 53