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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
1251
Harbor Investment Advisory
Maryland
$835K +$97.3K +357 +14%
LWA
1252
LWS Wealth Advisors
New Jersey
$834K – – –
HI
1253
HBK Investments
Texas
$832K +$793K +2,910 New
DA
1254
Doliver Advisors
Texas
$826K -$167K -613 -18%
TIM
1255
Tevis Investment Management
Texas
$826K +$13.6K +50 +2%
FW
1256
FirstPurpose Wealth
Utah
$825K +$48K +176 +6%
HFM
1257
Harvest Fund Management
China
$824K +$324K +1,187 +70%
CT
1258
Columbia Trust
Oregon
$821K +$64.3K +236 +9%
MFC
1259
Mechanics Financial Corp
Ohio
$819K – – –
HBT
1260
Hills Bank & Trust
Iowa
$819K -$125K -459 -14%
BC
1261
Brookfield Corp
Ontario, Canada
$814K +$776K +2,848 New
BWA
1262
BDO Wealth Advisors
Florida
$813K +$39.5K +145 +5%
CBT
1263
CoreFirst Bank & Trust
Kansas
$813K -$2.73K -10 -0.4%
MWM
1264
Meridian Wealth Management
Kentucky
$810K -$7.09K -26 -0.9%
APW
1265
Acima Private Wealth
Virginia
$807K +$6.82K +25 +0.9%
CSS
1266
Cubist Systematic Strategies
Connecticut
$800K -$16.7M -61,086 -96%
QC
1267
Quent Capital
New York
$800K +$545 +2 +0.1%
MSFS
1268
Main Street Financial Solutions
Pennsylvania
$799K +$73.9K +271 +11%
JF
1269
Jump Financial
Illinois
$790K +$754K +2,764 New
NSIM
1270
North Star Investment Management
Illinois
$789K – – –
OWA
1271
Outlook Wealth Advisors
Texas
$785K +$3.54K +13 +0.5%
CG
1272
Cutler Group
California
$783K -$1.36K -5 -0.2%
RFG
1273
Range Financial Group
Oregon
$779K -$8.72K -32 -1%
SMA
1274
Sage Mountain Advisors
Georgia
$775K +$333K +1,223 +82%
AWA
1275
Arkadios Wealth Advisors
Georgia
$774K +$218K +799 +42%
49 50
51
52 53