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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
1351
Lake Street Private Wealth
Illinois
$231K +$214K +1,098 New
TFF
1352
The Family Firm
Maryland
$230K -$128K -657 -38%
SC
1353
Searle & Co
Connecticut
$230K – – –
TI
1354
Truehand Inc
New Hampshire
$228K – – –
WIA
1355
World Investment Advisors
California
$227K – – –
TAM
1356
Tradition Asset Management
Virginia
$226K -$87.3K -448 -29%
PA
1357
Probity Advisors
Texas
$226K -$42.3K -217 -17%
NCM
1358
Noesis Capital Mangement
Florida
$226K +$209K +1,074 New
RIA
1359
Regal Investment Advisors
Michigan
$225K -$4.09K -21 -2%
WA1
1360
Wimmer Associates 1
California
$225K – – –
RGIA
1361
Rainier Group Investment Advisory
Washington
$224K -$8.19K -42 -4%
SFSIG
1362
San Francisco Sentry Investment Group
California
$224K -$195 -1 -0.1%
BAM
1363
Brave Asset Management
New Jersey
$223K – – –
SPC
1364
Stewart & Patten Company
California
$221K – – –
SCA
1365
Sage Capital Advisors
South Dakota
$220K +$203K +1,044 New
RW
1366
REDW Wealth
New Mexico
$219K +$203K +1,039 New
Wealth Enhancement Advisory Services
1367
Wealth Enhancement Advisory Services
Minnesota
$218K +$202K +1,035 New
CCT
1368
Country Club Trust
Missouri
$217K -$9.74K -50 -5%
SI
1369
Scharf Investments
California
$216K -$10.5K -54 -5%
QCIG
1370
Quad-Cities Investment Group
Iowa
$215K – – –
BHBT
1371
Burke & Herbert Bank & Trust
Virginia
$215K +$199K +1,022 New
O
1372
Ossiam
France
$213K +$145K +743 +276%
EH
1373
Employers Holdings
Nevada
$213K +$197K +1,010 New
FGAM
1374
Financial Gravity Asset Management
Texas
$211K +$195 +1 +0.5%
RC
1375
RBF Capital
California
$211K +$195K +1,000 New