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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
V
1276
VeraBank
Texas
$590K – – –
GWM
1277
Graybill Wealth Management
Illinois
$590K – – –
CT
1278
Clearstead Trust
Maine
$584K -$35.9K -154 -5%
FDP
1279
Financiere des Professionnels
Quebec, Canada
$583K -$16.2M -69,678 -96%
DJSG
1280
D.J. St. Germain
Massachusetts
$583K – – –
EFA
1281
Evernest Financial Advisors
Indiana
$583K -$233 -1 -0%
ICP
1282
Impact Capital Partners
Colorado
$582K -$180K -774 -21%
CMF
1283
Counterpoint Mutual Funds
California
$581K +$682K +2,929 New
MCC
1284
Malaga Cove Capital
California
$578K +$409K +1,756 +151%
SIAP
1285
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$577K +$678K +2,912 New
JWA
1286
JFS Wealth Advisors
Pennsylvania
$577K -$12.3K -53 -2%
EAM
1287
Empirical Asset Management
Massachusetts
$576K +$112K +481 +20%
EWA
1288
EverSource Wealth Advisors
Alabama
$574K -$221K -950 -25%
SFGP
1289
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$573K -$2.8K -12 -0.4%
SAM
1290
Sagewood Asset Management
New York
$571K +$329K +1,414 +96%
FIA
1291
Foundations Investment Advisors
Arizona
$570K +$259K +1,111 +63%
HCP
1292
Hexagon Capital Partners
Arkansas
$570K +$670K +2,874 New
GWMR
1293
GC Wealth Management RIA
Massachusetts
$570K -$287K -1,232 -30%
VAM
1294
Virtue Asset Management
Illinois
$568K -$159K -682 -19%
AA
1295
Addison Advisors
Vermont
$567K -$4.43K -19 -0.7%
RSWM
1296
Robertson Stephens Wealth Management
California
$567K -$312K -1,341 -32%
CI
1297
Conning Inc
Connecticut
$566K -$114K -489 -15%
ARC
1298
Advisor Resource Council
Texas
$565K +$9.55K +41 +1%
SC
1299
Sepio Capital
Utah
$565K -$98.8K -424 -13%
ET
1300
Equitable Trust
Tennessee
$564K -$908K -3,899 -58%
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