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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
1401
West Family Investments
California
$620K +$72K +276 +12%
AWE
1402
Avidian Wealth Enterprises
Texas
$617K -$105K -402 -14%
CCA
1403
Cobblestone Capital Advisors
New York
$617K -$5.21K -20 -0.8%
SWA
1404
SFMG Wealth Advisors
Texas
$617K +$93.1K +357 +17%
AIM
1405
Advyzon Investment Management
Illinois
$615K +$161K +616 +33%
KAM
1406
Knightsbridge Asset Management
California
$614K +$80.8K +310 +14%
MSR
1407
Main Street Research
Connecticut
$613K -$32.6K -125 -5%
TI
1408
Truepoint Inc
Ohio
$609K -$74.8K -287 -10%
WA
1409
Wealth Architects
California
$608K -$32.9K -126 -5%
PPW
1410
Parcion Private Wealth
Washington
$607K -$4.62M -17,703 -88%
KFI
1411
Key Financial Inc
Pennsylvania
$606K -$1.04K -4 -0.2%
AF
1412
Alerus Financial
North Dakota
$606K -$42K -161 -6%
RCA
1413
Roberts Capital Advisors
Colorado
$605K – – –
EFG
1414
Embree Financial Group
Illinois
$602K +$23.5K +90 +4%
CBTWT
1415
Community Bank & Trust (Waco, Texas)
Texas
$601K +$2.61K +10 +0.4%
RC
1416
Rexford Capital
Texas
$600K +$7.56K +29 +1%
JIR
1417
James Investment Research
Ohio
$594K -$725K -2,779 -54%
PPWP
1418
Premier Path Wealth Partners
New Jersey
$593K -$71.2K -273 -10%
PFA
1419
Pathway Financial Advisers
Indiana
$593K +$45.9K +176 +8%
CCM
1420
Copeland Capital Management
Pennsylvania
$592K -$24.5K -94 -4%
BSI
1421
Bennett Selby Investments
Maine
$592K -$13.8K -53 -2%
ERIC
1422
Eagle Rock Investment Company
Georgia
$591K -$43.3K -166 -6%
NSAM
1423
North Star Asset Management
Wisconsin
$586K – – –
HIP
1424
HUB Investment Partners
Texas
$584K +$240K +922 +64%
CFP
1425
Cascade Financial Partners
California
$580K -$188K -720 -23%
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