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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
SJL
1351
Shayne & Jacobs LLC
Tennessee
$1.05M – – –
FWM
1352
Forza Wealth Management
Florida
$1.05M +$3.53K +10 +0.3%
XF
1353
XML Financial
Maryland
$1.04M -$27.9K -79 -2%
GWA
1354
Gratus Wealth Advisors
Virginia
$1.04M -$52.3K -148 -4%
MWM
1355
Mattern Wealth Management
Kansas
$1.04M -$17K -48 -1%
AWM
1356
Angeles Wealth Management
California
$1.04M +$67.5K +191 +6%
FPF
1357
First Pacific Financial
Washington
$1.04M -$216K -613 -16%
AIC
1358
Archer Investment Corporation
Indiana
$1.03M -$284K -805 -20%
ANTB
1359
AMG National Trust Bank
Colorado
$1.03M -$2.12K -6 -0.2%
GCM
1360
Genus Capital Management
British Columbia, Canada
$1.03M +$1.17M +3,300 New
PWP
1361
Phillips Wealth Planners
Mississippi
$1.03M +$75.9K +215 +6%
ARG
1362
Advisory Resource Group
Oklahoma
$1.03M +$109K +308 +10%
FCA
1363
Fortis Capital Advisors
Kansas
$1.02M +$1.16M +3,282 New
AA
1364
Alta Advisers
United Kingdom
$1.02M +$424K +1,200 +58%
SWA
1365
Sax Wealth Advisors
New Jersey
$1.02M +$1.15M +3,254 New
DC
1366
DeDora Capital
California
$1M -$243K -689 -18%
BOJHT
1367
Bank of Jackson Hole Trust
Wyoming
$1M +$706 +2 +0.1%
WHCI
1368
W.H. Cornerstone Investments
Massachusetts
$1,000K +$376K +1,066 +50%
APF
1369
Alaska Permanent Fund
Alaska
$997K – – –
SFG
1370
SevenBridge Financial Group
Pennsylvania
$997K -$27.5K -78 -2%
TI
1371
Truepoint Inc
Ohio
$995K -$436K -1,235 -28%
IC
1372
Iconiq Capital
California
$995K +$159K +451 +16%
EFS
1373
Essex Financial Services
Connecticut
$995K -$6K -17 -0.5%
RA
1374
RFG Advisory
Alabama
$995K +$50.5K +143 +5%
PDL
1375
Portfolio Design Labs
California
$991K -$2.44M -6,904 -68%
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