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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
1301
Kingswood Wealth Advisors
California
$1.2M -$123K -338 -9%
SQA
1302
Simon Quick Advisors
New Jersey
$1.2M -$198K -542 -14%
SPIS
1303
Steward Partners Investment Solutions
Oregon
$1.2M -$216K -593 -15%
WC
1304
Waterloo Capital
Texas
$1.2M +$173K +474 +16%
MAM
1305
MWA Asset Management
Massachusetts
$1.19M +$27K +74 +2%
KFI
1306
Key Financial Inc
Pennsylvania
$1.19M – – –
PPC
1307
Park Place Capital
Alabama
$1.19M -$341K -936 -21%
UAS
1308
United Asset Strategies
New York
$1.19M +$90K +247 +8%
PWP
1309
Precedent Wealth Partners
Texas
$1.19M +$90K +247 +8%
CCB
1310
Country Club Bank
Missouri
$1.18M -$14.2K -39 -1%
AC
1311
Aristides Capital
Kentucky
$1.18M +$1.24M +3,400 New
EWA
1312
EverSource Wealth Advisors
Alabama
$1.17M -$127K -348 -8%
WAG
1313
Wallace Advisory Group
California
$1.17M -$729 -2 -0.1%
NP
1314
Nilsine Partners
Colorado
$1.17M -$135K -371 -10%
TCBWMS
1315
Texas Capital Bank Wealth Management Services
Texas
$1.17M +$54.7K +150 +5%
TWP
1316
Tyche Wealth Partners
Texas
$1.17M -$202K -553 -14%
CG
1317
Carmignac Gestion
France
$1.16M +$244K +669 +25%
IIM
1318
Intact Investment Management
Quebec, Canada
$1.16M – – –
TC
1319
Tsai Capital
New York
$1.16M -$65.6K -180 -5%
ECU
1320
Eisler Capital (UK)
United Kingdom
$1.16M -$163K -448 -12%
LC
1321
Lindbrook Capital
California
$1.15M +$85.7K +235 +8%
GWM
1322
Gibbs Wealth Management
Georgia
$1.15M +$1.21M +3,324 New
FAM
1323
Fred Alger Management
New York
$1.15M +$498K +1,366 +70%
QC
1324
Quent Capital
New York
$1.15M +$20.4K +56 +2%
ICM
1325
Intrepid Capital Management
Florida
$1.15M -$401K -1,099 -25%
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