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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
1551
Arcus Capital Partners
Georgia
$472K +$106K +291 +34%
QCM
1552
Quest Capital Management
Texas
$470K +$18.6K +51 +5%
HNWA
1553
Henrickson Nauta Wealth Advisors
Michigan
$469K +$504K +1,383 New
SW
1554
SlateStone Wealth
Florida
$468K +$411K +1,129 New
LNWTC
1555
Laird Norton Wetherby Trust Company
Washington
$464K +$53.2K +146 +15%
BFC
1556
Bedel Financial Consulting
Indiana
$461K – – –
PP
1557
PDS Planning
Ohio
$458K +$3.28K +9 +0.8%
EFG
1558
Everhart Financial Group
Ohio
$455K +$400K +1,098 New
IFG
1559
Independent Financial Group
California
$455K +$127K +349 +47%
CWS
1560
Cypress Wealth Services
California
$448K +$729 +2 +0.2%
ONST
1561
Old North State Trust
North Carolina
$446K +$6.92K +19 +2%
QCIG
1562
Quad-Cities Investment Group
Iowa
$443K +$364 +1 +0.1%
PGA
1563
Portland Global Advisors
Maine
$442K -$18.2K -50 -4%
GA
1564
Greenspring Advisors
Maryland
$442K +$389K +1,067 New
C
1565
CEDRUS
Colorado
$441K +$387K +1,063 New
BSB
1566
Bangor Savings Bank
Maine
$439K – – –
LA
1567
Legacy Advisors
Pennsylvania
$432K +$141K +388 +59%
RCG
1568
Rock Creek Group
District of Columbia
$431K -$16.8K -46 -4%
AWC
1569
Abundance Wealth Counselors
Pennsylvania
$429K -$18.2K -50 -5%
TFF
1570
The Family Firm
Maryland
$429K – – –
SEEDPG
1571
S.E.E.D. Planning Group
New York
$428K -$24.8K -68 -6%
TIM
1572
Tortoise Investment Management
New York
$427K +$13.1K +36 +4%
OFS
1573
OneAscent Financial Services
Alabama
$425K -$248K -680 -40%
AP
1574
Adero Partners
California
$425K -$12.8K -35 -3%
9WM
1575
9258 Wealth Management
Ohio
$425K +$25.9K +71 +7%
61 62
63
64 65