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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
PNAA
1276
Pictet North America Advisors
Switzerland
$223K -$25.2K -130 -10%
KFP
1277
KMG Fiduciary Partners
Ohio
$223K – – –
CST
1278
Charles Schwab Trust
Nevada
$223K +$228K +1,176 New
LJHT
1279
Laurie J. Hall Trustee
$221K -$29K -150 -12%
PC
1280
Port Capital
Illinois
$221K – – –
PFBT
1281
Parkside Financial Bank & Trust
Missouri
$220K +$581 +3 +0.3%
GLLW
1282
Graves Light Lenhart Wealth
Virginia
$220K +$2.52K +13 +1%
1WA
1283
180 Wealth Advisors
Washington
$220K +$29.2K +151 +15%
IFWM
1284
Institute for Wealth Management
Colorado
$219K -$77.4K -400 -26%
TWA
1285
TCI Wealth Advisors
Arizona
$219K -$18.6K -96 -8%
JA
1286
JOYN Advisors
Georgia
$219K +$220K +1,138 New
GWM
1287
GSB Wealth Management
Connecticut
$217K – – –
HKAM
1288
Horizon Kinetics Asset Management
New York
$217K – – –
KA
1289
KLCM Advisors
Wisconsin
$216K +$217K +1,122 New
WCWM
1290
Willow Creek Wealth Management
California
$215K – – –
GIA
1291
Gladstone Institutional Advisory
Florida
$215K +$217K +1,119 New
BOPW
1292
Brandywine Oak Private Wealth
Pennsylvania
$214K -$1.16K -6 -0.5%
WA
1293
Wealth Architects
California
$214K +$215K +1,113 New
YIA
1294
YHB Investment Advisors
Connecticut
$213K – – –
TNB
1295
Thomasville National Bank
Georgia
$212K -$5.03K -26 -2%
WPC
1296
White Pine Capital
Minnesota
$212K – – –
RGIA
1297
Rainier Group Investment Advisory
Washington
$212K +$214K +1,104 New
PAA
1298
Peregrine Asset Advisers
Oregon
$210K -$6K -31 -3%
SC
1299
Searle & Co
Connecticut
$210K – – –
RIA
1300
Regal Investment Advisors
Michigan
$210K +$211K +1,091 New