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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
1526
Marcum Wealth
Ohio
$345K +$62.1K +191 +22%
QCIG
1527
Quad-Cities Investment Group
Iowa
$342K – – –
EH
1528
Equitable Holdings
New York
$342K +$348K +1,070 New
NWA
1529
New World Advisors
Massachusetts
$341K +$314K +965 New
FOA
1530
Five Oceans Advisors
California
$341K +$347K +1,066 New
GL
1531
Graypoint LLC
New York
$341K +$347K +1,067 New
HWA
1532
Heritage Wealth Advisors
Virginia
$340K – – –
AP
1533
Adero Partners
California
$340K +$7.48K +23 +2%
BOS
1534
Bingham Osborn & Scarborough
California
$340K +$17.2K +53 +5%
BSB
1535
Bangor Savings Bank
Maine
$339K – – –
SNT
1536
Security National Trust
West Virginia
$338K – – –
ONST
1537
Old North State Trust
North Carolina
$338K +$13K +40 +4%
CHP
1538
Cable Hill Partners
Oregon
$335K +$27K +83 +9%
SMA
1539
Sage Mountain Advisors
Georgia
$334K +$5.86K +18 +2%
BFM
1540
Boothbay Fund Management
New York
$334K +$340K +1,045 New
CCP
1541
Cardan Capital Partners
Colorado
$333K – – –
NEPPG
1542
New England Professional Planning Group
Rhode Island
$332K -$26.7K -82 -8%
BAM
1543
Brave Asset Management
New Jersey
$330K +$9.76K +30 +3%
KCM
1544
Kathmere Capital Management
Pennsylvania
$330K +$335K +1,031 New
BEAM
1545
Baker Ellis Asset Management
Washington
$324K – – –
CWP
1546
CFM Wealth Partners
Texas
$321K – – –
FAIM
1547
Financial Advocates Investment Management
Washington
$321K +$92.1K +283 +39%
FGAM
1548
Financial Gravity Asset Management
Texas
$320K -$976 -3 -9%
RC
1549
RBF Capital
California
$320K – – –
VR
1550
Viridian RIA
Washington
$320K +$121K +371 New
60 61
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63 64