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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
P
1301
Pitcairn
Pennsylvania
$219K -$42K -218 -14%
FM
1302
Family Management
New York
$219K -$11.9K -62 -4%
AI
1303
Accredited Investors
Minnesota
$219K – – –
WLPWM
1304
Walled Lake Planning & Wealth Management
Illinois
$218K – – –
AAS
1305
Annex Advisory Services
Wisconsin
$218K +$6.93K +36 +3%
PA
1306
Procyon Advisors
Connecticut
$216K -$31.2K -162 -11%
BMO
1307
Beck Mack & Oliver
New York
$215K +$12.7K +66 +5%
AP
1308
Americana Partners
Texas
$215K +$85.7K +445 +51%
AWE
1309
Avidian Wealth Enterprises
Texas
$214K +$9.44K +49 +4%
CWS
1310
Cypress Wealth Services
California
$213K +$14.1K +73 +6%
CCM
1311
Colorado Capital Management
Colorado
$212K -$16.2K -84 -6%
TNB
1312
Thomasville National Bank
Georgia
$212K -$4.24K -22 -2%
FMII
1313
Farmers & Merchants Investments Inc
Nebraska
$212K +$963 +5 +0.4%
KFP
1314
KMG Fiduciary Partners
Ohio
$212K +$26.4K +137 +12%
SFG
1315
SNS Financial Group
Minnesota
$211K -$4.82K -25 -2%
PFSC
1316
Peoples Financial Services Corp
Pennsylvania
$211K – – –
CA
1317
Calton & Associates
Florida
$210K +$10.4K +54 +4%
TA
1318
Tiedemann Advisors
New York
$209K -$5.97K -31 -2%
AFM
1319
Andesa Financial Management
Pennsylvania
$208K -$1.93K -10 -0.8%
VFA
1320
Valeo Financial Advisors
Indiana
$208K +$127K +658 +129%
NICM
1321
Neo Ivy Capital Management
New York
$208K +$245K +1,272 New
CCA
1322
Cobblestone Capital Advisors
New York
$207K -$385 -2 -0.2%
MFG
1323
Merit Financial Group
Georgia
$206K -$160K -833 -40%
SIM
1324
SSI Investment Management
California
$206K -$2.7K -14 -1%
JFA
1325
JNBA Financial Advisors
Minnesota
$206K – – –
51 52
53
54 55