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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1301
Harbour Investments
Wisconsin
$556K +$520K +2,013 New
BAM
1302
Belpointe Asset Management
Nevada
$555K -$40.1K -155 -7%
ALAM
1303
Asahi Life Asset Management
Japan
$554K -$72.4K -280 -12%
FCA
1304
FinTrust Capital Advisors
South Carolina
$552K +$173K +668 +50%
PWM
1305
Perigon Wealth Management
California
$550K +$38.5K +149 +8%
CBTWT
1306
Community Bank & Trust (Waco, Texas)
Texas
$548K -$18.6K -72 -4%
WB
1307
Webster Bank
Connecticut
$547K -$4.39K -17 -0.9%
TAM
1308
Taurus Asset Management
New York
$544K – – –
ACM
1309
Alta Capital Management
Utah
$544K +$255K +985 +100%
AFA
1310
AllGen Financial Advisors
Florida
$544K -$210K -812 -29%
GA
1311
Geller Advisors
New York
$541K +$68K +263 +15%
AF
1312
Advisornet Financial
Minnesota
$539K -$2.07K -8 -0.4%
BCAM
1313
Boston Common Asset Management
Massachusetts
$539K +$4.14K +16 +0.8%
ARI
1314
Applied Research Investments
Delaware
$535K -$240K -930 -32%
HH
1315
Hilltop Holdings
Texas
$535K -$8.01K -31 -2%
BHWM
1316
Bar Harbor Wealth Management
New Hampshire
$534K -$49.1K -190 -9%
PWS
1317
Precision Wealth Strategies
Missouri
$533K +$111K +428 +28%
SSWG
1318
Seven Springs Wealth Group
Tennessee
$531K -$14.5K -56 -3%
MSAM
1319
Moloney Securities Asset Management
Missouri
$527K -$695K -2,690 -58%
WMC
1320
Westwood Management Corporation
Illinois
$525K – – –
MCM
1321
Maryland Capital Management
Maryland
$523K +$30K +116 +7%
GAM
1322
Gould Asset Management
California
$522K -$5.17K -20 -1%
FA
1323
Fiducient Advisors
Illinois
$521K – – –
CPA
1324
Clear Perspective Advisors
Illinois
$520K -$124K -478 -20%
GHA
1325
GW Henssler & Associates
Georgia
$520K -$11.9K -46 -2%
51 52
53
54 55