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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1351
Chilton Investment Company
Connecticut
$595K – – –
RIA
1352
Regal Investment Advisors
Michigan
$591K +$65.7K +202 +12%
FWCM
1353
Ferguson Wellman Capital Management
Oregon
$590K +$6.51K +20 +1%
OWP
1354
Obermeyer Wealth Partners
Colorado
$590K +$54.6K +168 +10%
GAM
1355
Gould Asset Management
California
$589K -$1.63K -5 -0.3%
MWPCG
1356
Measured Wealth Private Client Group
New Hampshire
$588K +$134K +411 +29%
MIM
1357
Miller Investment Management
Pennsylvania
$586K – – –
CFA
1358
Capstone Financial Advisors
Illinois
$583K +$202K +621 +52%
WIA
1359
World Investment Advisors
California
$583K +$241K +740 +68%
MGAM
1360
McGowan Group Asset Management
Texas
$581K – – –
AIP
1361
Almanack Investment Partners
Pennsylvania
$577K -$3.58K -11 -0.6%
PGIM
1362
Pacific Global Investment Management
California
$577K – – –
BOC
1363
Barbara Oil Co
Illinois
$576K – – –
PC
1364
Pecaut & Co
Iowa
$576K – – –
IDBONY
1365
Israel Discount Bank of New York
New York
$575K +$584K +1,796 New
ACM
1366
AUA Capital Management
Pennsylvania
$570K – – –
NEAM
1367
New England Asset Management
Connecticut
$569K – – –
RSWM
1368
Robertson Stephens Wealth Management
California
$568K +$14.3K +44 +3%
SFA
1369
Sequoia Financial Advisors
Ohio
$563K -$2.57M -7,910 -82%
IDA
1370
Intelligence Driven Advisers
California
$560K -$163K -500 -23%
PA
1371
Procyon Advisors
Connecticut
$560K +$73.8K +227 +15%
GG
1372
Gleason Group
Kentucky
$554K +$1.63K +5 +0.3%
BHBT
1373
Burke & Herbert Bank & Trust
Virginia
$551K – – –
CS
1374
Cannell & Spears
New York
$549K – – –
IWA
1375
IVC Wealth Advisors
Pennsylvania
$548K -$66K -203 -11%
53 54
55
56 57