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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
MGAM
1426
McGowan Group Asset Management
Texas
$911K – – –
PG
1427
Patten Group
Tennessee
$903K +$191K +525 +25%
AWE
1428
Avidian Wealth Enterprises
Texas
$901K -$17.9K -49 -2%
EI
1429
Ellevest Inc
New York
$900K +$48.1K +132 +5%
DFG
1430
Delta Financial Group
New Jersey
$900K +$43.7K +120 +5%
NB
1431
NBT Bank
New York
$894K -$9.11K -25 -1%
NSIM
1432
North Star Investment Management
Illinois
$891K -$34.6K -95 -4%
LCOV
1433
London Company of Virginia
Virginia
$890K – – –
MFA
1434
Mayflower Financial Advisors
Massachusetts
$885K +$123K +338 +15%
LCM
1435
Liberty Capital Management
Michigan
$883K +$137K +377 +17%
CIC
1436
Chilton Investment Company
Connecticut
$882K -$7.29K -20 -0.8%
JSC
1437
Jackson Square Capital
California
$881K +$465K +1,277 +101%
BWM
1438
BNC Wealth Management
Oregon
$877K -$4.01K -11 -0.4%
OM
1439
OV Management
Minnesota
$877K – – –
TA
1440
Tectonic Advisors
Texas
$876K – – –
PP
1441
PDS Planning
Ohio
$874K +$55K +151 +6%
SL
1442
Stevard LLC
Illinois
$873K – – –
KMWM
1443
Keudell/Morrison Wealth Management
Oregon
$872K -$1.09K -3 -0.1%
HJIM
1444
Henry James International Management
New York
$872K – – –
WSTAM
1445
Wilbanks Smith & Thomas Asset Management
Virginia
$864K +$14.2K +39 +2%
JWM
1446
JGP Wealth Management
Oregon
$859K -$12.8K -35 -1%
SSA
1447
Sierra Summit Advisors
Nevada
$858K – – –
FFS
1448
Founders Financial Securities
Maryland
$853K -$352K -966 -28%
JWM
1449
Janiczek Wealth Management
Colorado
$852K +$67.8K +186 +8%
RCA
1450
Roberts Capital Advisors
Colorado
$851K +$895K +2,455 New
56 57
58
59 60