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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1451
Angeles Investment Advisors
California
$317K +$291K +1,215 New
IF
1452
IRON Financial
Illinois
$314K +$289K +1,204 New
MPAM
1453
Murphy Pohlad Asset Management
Minnesota
$313K – – –
PGA
1454
Portland Global Advisors
Maine
$313K – – –
CWP
1455
Curated Wealth Partners
California
$313K +$287K +1,197 New
DA
1456
DCM Advisors
New York
$313K +$288K +1,200 New
WCWM
1457
Willow Creek Wealth Management
California
$312K – – –
IPW
1458
IronBridge Private Wealth
Texas
$312K +$287K +1,196 New
NB
1459
Nicolet Bankshares
Wisconsin
$311K – – –
FC
1460
Fulcrum Capital
Washington
$311K +$286K +1,192 New
SPI
1461
Santori & Peters Inc
Pennsylvania
$310K – – –
CCA
1462
Cobblestone Capital Advisors
New York
$310K +$4.32K +18 +2%
LNWTC
1463
Laird Norton Wetherby Trust Company
Washington
$310K +$284K +1,186 New
5L
1464
55I LLC
Massachusetts
$309K +$283K +1,182 New
CIC
1465
Chilton Investment Company
Connecticut
$308K +$11K +46 +4%
T
1466
TRUADVICE
Florida
$307K +$82.9K +346 +38%
NAG
1467
Northstar Advisory Group
New Jersey
$307K +$282K +1,176 New
TFCP
1468
Twin Focus Capital Partners
Massachusetts
$305K +$479 +2 +0.2%
LFA
1469
Legacy Financial Advisors
Kentucky
$305K +$35.7K +149 +15%
BCA
1470
Berman Capital Advisors
Georgia
$304K +$38.6K +161 +16%
SIM
1471
SSI Investment Management
California
$303K -$240 -1 -0.1%
IF
1472
Intrua Financial
Texas
$303K +$11.7K +49 +4%
IA
1473
Insight Advisors
Pennsylvania
$303K +$278K +1,159 New
CFA
1474
Capstone Financial Advisors
Illinois
$302K -$75.8K -316 -21%
LJHT
1475
Laurie J. Hall Trustee
$301K – – –
57 58
59
60 61