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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1301
Frontier Wealth Management
Missouri
$596K -$6.01K -21 -1%
JWM
1302
Janiczek Wealth Management
Colorado
$596K +$41.5K +145 +8%
JIP
1303
JBJ Investment Partners
South Carolina
$596K +$70.2K +245 +14%
MCM
1304
Maryland Capital Management
Maryland
$590K +$30.9K +108 +6%
SSG
1305
Summit Securities Group
New York
$588K +$571K +1,995 New
OFG
1306
Omega Financial Group
California
$587K -$29.5K -103 -5%
CBTWT
1307
Community Bank & Trust (Waco, Texas)
Texas
$584K – – –
ACM
1308
Alta Capital Management
Utah
$580K – – –
AWE
1309
Avidian Wealth Enterprises
Texas
$579K -$23.2K -81 -4%
GA
1310
Geller Advisors
New York
$578K +$286 +1 +0.1%
KFP
1311
KB Financial Partners
New Jersey
$577K +$53.3K +186 +11%
JWM
1312
JGP Wealth Management
Oregon
$575K +$59.8K +209 +12%
ARI
1313
Applied Research Investments
Delaware
$571K – – –
BHWM
1314
Bar Harbor Wealth Management
New Hampshire
$570K – – –
WB
1315
Webster Bank
Connecticut
$569K -$14.3K -50 -3%
TWM
1316
Tradition Wealth Management
Minnesota
$568K +$552K +1,927 New
ALAM
1317
Asahi Life Asset Management
Japan
$565K -$25.8K -90 -4%
IWA
1318
IVC Wealth Advisors
Pennsylvania
$565K +$21.8K +76 +4%
AAM
1319
Aureus Asset Management
Massachusetts
$565K +$43.8K +153 +9%
MSAM
1320
Moloney Securities Asset Management
Missouri
$564K +$1.43K +5 +0.3%
WA1
1321
Wimmer Associates 1
California
$563K +$31.5K +110 +6%
WMC
1322
Westwood Management Corporation
Illinois
$560K – – –
MC
1323
Middleton & Co
Massachusetts
$557K +$2.58K +9 +0.5%
IF
1324
Intrua Financial
Texas
$556K -$4.29K -15 -0.9%
FA
1325
Fiducient Advisors
Illinois
$556K – – –
51 52
53
54 55