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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
XF
1251
XML Financial
Maryland
$1.02M -$190K -604 -15%
CC
1252
Chicago Capital
Illinois
$1.01M – – –
CI
1253
CX Institutional
Indiana
$1.01M +$3.47K +11 +0.3%
AL
1254
Aspiriant LLC
California
$1.01M +$52.6K +167 +5%
RA
1255
RFG Advisory
Alabama
$1.01M +$31.5K +100 +3%
CIM
1256
Confluence Investment Management
Missouri
$1M -$34.7K -110 -3%
DLCIG
1257
D.L. Carlson Investment Group
New Hampshire
$1M -$31.2K -99 -3%
WP
1258
WMS Partners
Maryland
$1M -$49.8K -158 -5%
GCM
1259
Gladius Capital Management
Illinois
$1M +$1.03M +3,261 New
HWM
1260
Heirloom Wealth Management
Colorado
$1M -$2.21K -7 -0.2%
LFA
1261
Legacy Financial Advisors
Kentucky
$991K +$169K +536 +20%
MAM
1262
MWA Asset Management
Massachusetts
$987K +$1.01M +3,214 New
ATC
1263
Adirondack Trust Company
New York
$986K -$8.82K -28 -0.9%
TCBWMS
1264
Texas Capital Bank Wealth Management Services
Texas
$983K +$43.2K +137 +4%
EWS
1265
Evergreen Wealth Solutions
Pennsylvania
$978K -$99.6K -316 -9%
SFG
1266
SevenBridge Financial Group
Pennsylvania
$974K +$33.1K +105 +3%
FW
1267
FirstPurpose Wealth
Utah
$974K +$6.3K +20 +0.6%
TNA
1268
True North Advisors
Texas
$972K +$171K +542 +21%
AA
1269
Addison Advisors
Vermont
$968K +$14.2K +45 +1%
BCM
1270
BlueCrest Capital Management
Jersey
$968K +$745K +2,363 +299%
BWM
1271
Buckley Wealth Management
Nevada
$967K -$369K -1,172 -27%
BP
1272
BBR Partners
New York
$966K -$13.9K -44 -1%
PI
1273
PFG Investments
New York
$965K +$33.7K +107 +4%
TSW
1274
Three Seasons Wealth
Utah
$963K +$988K +3,135 New
NSB
1275
Norway Savings Bank
Maine
$960K +$73.1K +232 +8%
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