ACN icon

Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CBA
1276
Coastal Bridge Advisors
Connecticut
$957K -$70.6K -278 -7%
TPCW
1277
TD Private Client Wealth
New York
$956K -$35.8K -141 -4%
PWPS
1278
Pinnacle Wealth Planning Services
Ohio
$956K +$35.1K +138 +4%
RBC
1279
Romano Brothers & Co
Illinois
$955K -$209K -824 -19%
OIS
1280
Okabena Investment Services
Minnesota
$955K – – –
TCBWMS
1281
Texas Capital Bank Wealth Management Services
Texas
$955K +$245K +964 +37%
FWM
1282
Forza Wealth Management
Florida
$953K +$60K +236 +7%
EI
1283
Ellevest Inc
New York
$953K +$119K +467 +15%
VAM
1284
Virtue Asset Management
Illinois
$952K -$378K -1,489 -30%
VA
1285
VestGen Advisors
Illinois
$950K -$262K -1,031 -23%
PCM
1286
Polymer Capital Management
New York
$943K +$404K +1,591 +83%
RWFS
1287
Rayburn West Financial Services
Tennessee
$939K +$889K +3,501 New
DA
1288
Doliver Advisors
Texas
$939K -$6.1K -24 -0.7%
SIA
1289
SkyView Investment Advisors
New Jersey
$938K -$21.1K -83 -2%
RI
1290
Rinkey Investments
California
$927K -$6.35K -25 -0.7%
TPW
1291
Transatlantique Private Wealth
New York
$926K +$171K +672 +24%
NICM
1292
Neo Ivy Capital Management
New York
$926K -$570K -2,242 -39%
NRC
1293
New Republic Capital
North Carolina
$925K +$558K +2,196 +176%
WA
1294
Waddell & Associates
Tennessee
$924K +$396K +1,558 +83%
WPC
1295
Wedmont Private Capital
Pennsylvania
$922K +$339K +1,333 +66%
OFS
1296
Orrstown Financial Services
Pennsylvania
$922K +$35.6K +140 +4%
LT
1297
Legacy Trust
Michigan
$922K -$9.65K -38 -1%
QC
1298
Quent Capital
New York
$918K +$140K +550 +19%
QLSGSCF
1299
Quent Long Short Global Small Cap Fund
New York
$918K +$869K +3,422 New
SJIM
1300
St. Johns Investment Management
Florida
$917K -$94.5K -372 -10%
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