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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1401
RFG Advisory
Alabama
$1.07M +$12.6K +35 +1%
CF
1402
Copperwynd Financial
Arizona
$1.07M +$61.2K +170 +6%
BAM
1403
Berkshire Asset Management
Pennsylvania
$1.06M +$92.5K +257 +10%
CT
1404
Clearstead Trust
Maine
$1.06M +$990K +2,750 +1,015%
ERIM
1405
Eagle Ridge Investment Management
Connecticut
$1.06M – – –
ATC
1406
Adirondack Trust Company
New York
$1.06M -$2.16K -6 -0.2%
JSSH
1407
J. Safra Sarasin Holding
$1.06M -$189K -524 -15%
AL
1408
Aspiriant LLC
California
$1.05M +$51.5K +143 +5%
ARG
1409
Advisory Resource Group
Oklahoma
$1.05M +$34.6K +96 +3%
CA
1410
CWC Advisors
Oregon
$1.05M +$8.64K +24 +0.8%
TA
1411
TFG Advisers
Michigan
$1.05M +$8.64K +24 +0.8%
APP
1412
Avantax Planning Partners
Iowa
$1.05M +$120K +333 +13%
LFAS
1413
Level Four Advisory Services
Texas
$1.04M +$105K +291 +11%
NMC
1414
Nine Masts Capital
Hong Kong
$1.04M +$1.07M +2,966 New
CM
1415
Crestline Management
Texas
$1.04M -$2.33M -6,467 -69%
ECA
1416
Elevated Capital Advisors
Utah
$1.04M +$24.5K +68 +2%
AWE
1417
Avidian Wealth Enterprises
Texas
$1.04M +$23.4K +65 +2%
MAM
1418
MWA Asset Management
Massachusetts
$1.03M -$51.5K -143 -5%
ADL
1419
Asset Dedication LLC
California
$1.03M -$64.4K -179 -6%
TSS
1420
Two Sigma Securities
New York
$1.03M -$6.58M -18,266 -86%
NB
1421
NBT Bank
New York
$1.02M -$138K -383 -12%
PPWP
1422
Premier Path Wealth Partners
New Jersey
$1.02M +$14K +39 +1%
AGWCA
1423
Annis Gardner Whiting Capital Advisors
Florida
$1.02M +$11.5K +32 +1%
QC
1424
Quent Capital
New York
$1.02M +$36.4K +101 +4%
EP
1425
Edgestream Partners
New Jersey
$1.02M +$1.04M +2,896 New
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