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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1401
PDS Planning
Ohio
$940K +$96.8K +274 +10%
CPC
1402
Cookson Peirce & Co
Pennsylvania
$938K +$157K +444 +17%
ATC
1403
Adirondack Trust Company
New York
$937K – – –
ACM
1404
Alight Capital Management
New York
$936K +$1.06M +3,000 New
AF
1405
Ally Financial
Michigan
$936K +$1.06M +3,000 New
V
1406
VeraBank
Texas
$933K -$53K -150 -5%
AA
1407
Addison Advisors
Vermont
$929K -$112K -316 -10%
GWM
1408
Graybill Wealth Management
Illinois
$928K +$1.05M +2,973 New
SIA
1409
SGL Investment Advisors
Montana
$920K +$77.3K +219 +8%
QC
1410
Quent Capital
New York
$918K +$15.2K +43 +1%
AWE
1411
Avidian Wealth Enterprises
Texas
$918K -$2.83K -8 -0.3%
AL
1412
Aspiriant LLC
California
$916K -$20.5K -58 -2%
CFP
1413
Catalyst Financial Partners
Massachusetts
$901K +$80.5K +228 +9%
MFA
1414
Mayflower Financial Advisors
Massachusetts
$898K +$8.12K +23 +0.8%
ECA
1415
Elevated Capital Advisors
Utah
$897K -$29.7K -84 -3%
CS
1416
Cannell & Spears
New York
$896K -$167K -474 -14%
AGWCA
1417
Annis Gardner Whiting Capital Advisors
Florida
$895K -$13.1K -37 -1%
MFS
1418
Mattson Financial Services
Michigan
$894K +$26.1K +74 +3%
CCWM
1419
Cassaday & Co Wealth Management
Virginia
$887K -$177K -502 -15%
KJHP
1420
K.J. Harrison & Partners
Ontario, Canada
$886K +$752K +2,129 +299%
RMP
1421
Richards, Merrill & Peterson
Washington
$884K +$2.47K +7 +0.2%
ADL
1422
Asset Dedication LLC
California
$884K -$31.4K -89 -3%
MAM
1423
MWA Asset Management
Massachusetts
$879K -$37.1K -105 -4%
CBT
1424
CoreFirst Bank & Trust
Kansas
$875K – – –
LFAS
1425
Level Four Advisory Services
Texas
$874K -$58.6K -166 -6%
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