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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
BAC
1276
Boys Arnold & Co
North Carolina
$283K +$51.1K +262 +24%
HIA
1277
Harbor Investment Advisory
Maryland
$281K +$260K +1,334 New
WLPWM
1278
Walled Lake Planning & Wealth Management
Illinois
$281K +$260K +1,335 New
SFG
1279
SNS Financial Group
Minnesota
$277K +$1.95K +10 +0.8%
FFWA
1280
FRG Family Wealth Advisors
Washington
$276K – – –
TA
1281
Tiedemann Advisors
New York
$276K +$7.6K +39 +3%
PBO
1282
Peoples Bank (Ohio)
Ohio
$275K +$7.02K +36 +3%
AAS
1283
Annex Advisory Services
Wisconsin
$273K -$10.1K -52 -4%
FMII
1284
Farmers & Merchants Investments Inc
Nebraska
$273K – – –
OFW
1285
Omnia Family Wealth
Florida
$272K -$11.7K -60 -4%
PFSC
1286
Peoples Financial Services Corp
Pennsylvania
$272K – – –
AFM
1287
Andesa Financial Management
Pennsylvania
$271K +$2.34K +12 +0.9%
SIM
1288
SSI Investment Management
California
$269K -$1.17K -6 -0.5%
BS
1289
Bessemer Securities
New York
$268K – – –
CCA
1290
Cobblestone Capital Advisors
New York
$267K – – –
PP
1291
Palladium Partners
Virginia
$266K -$339K -1,737 -58%
JFA
1292
JNBA Financial Advisors
Minnesota
$266K -$3.9K -20 -2%
AWE
1293
Avidian Wealth Enterprises
Texas
$265K +$246K +1,260 New
MWPCG
1294
Measured Wealth Private Client Group
New Hampshire
$264K -$22.4K -115 -8%
CFW
1295
CA Family Wealth
California
$264K +$244K +1,254 New
AWM
1296
Altavista Wealth Management
North Carolina
$263K – – –
BMO
1297
Beck Mack & Oliver
New York
$263K – – –
SCM
1298
Stonebridge Capital Management
California
$263K – – –
BCA
1299
Berman Capital Advisors
Georgia
$262K – – –
BEAM
1300
Baker Ellis Asset Management
Washington
$261K -$13.8K -71 -5%
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