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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
GL
1326
Graypoint LLC
New York
$805K +$217K +642 +37%
JCIA
1327
Jackson Creek Investment Advisors
Colorado
$805K +$552K +1,637 +218%
TCM
1328
Tanaka Capital Management
New York
$800K -$18.6K -55 -2%
DJSG
1329
D.J. St. Germain
Massachusetts
$796K – – –
BIAS
1330
Beacon Investment Advisory Services
New Jersey
$792K +$289K +857 +57%
RTS
1331
Round Table Services
New Jersey
$789K – – –
5L
1332
55I LLC
Massachusetts
$786K +$253K +750 +48%
AIM
1333
Alhambra Investment Management
Florida
$784K -$47.9K -142 -6%
BCM
1334
Boltwood Capital Management
California
$782K -$490K -1,454 -39%
DPI
1335
Diversified Portfolios Inc
Michigan
$781K – – –
VCM
1336
Vivaldi Capital Management
Illinois
$777K +$2.02K +6 +0.2%
GA
1337
Geller Advisors
New York
$775K +$78.9K +234 +11%
MWA
1338
Meridian Wealth Advisors
Texas
$772K -$337 -1 -0%
GCP
1339
GSA Capital Partners
United Kingdom
$772K +$262K +777 +51%
IGWM
1340
ICA Group Wealth Management
Colorado
$768K +$850K +2,521 New
ADL
1341
Asset Dedication LLC
California
$764K +$106K +315 +16%
BIP
1342
Blueprint Investment Partners
North Carolina
$760K -$460K -1,365 -38%
CP
1343
Camelot Portfolios
Ohio
$758K -$15.5K -46 -2%
DDC
1344
DF Dent & Co
Maryland
$757K +$33.7K +100 +5%
LG
1345
Leuthold Group
Minnesota
$756K -$3.6M -10,679 -83%
TSW
1346
Thompson Siegel & Walmsley
Virginia
$755K -$7.42K -22 -1%
SG
1347
StoneX Group
New York
$754K +$102K +303 +16%
TFA
1348
Toth Financial Advisory
Virginia
$750K +$28.7K +85 +4%
RT
1349
Rockland Trust
Massachusetts
$748K -$72.8K -216 -9%
FCA
1350
FinTrust Capital Advisors
South Carolina
$747K -$2.7K -8 -0.4%
52 53
54
55 56