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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1551
Magnolia Capital Management
New York
$601K – – –
SIA
1552
Strategic Investment Advisors
Michigan
$601K +$316K +1,036 +104%
CP
1553
Camelot Portfolios
Ohio
$598K -$3.35K -11 -0.5%
MWA
1554
Martel Wealth Advisors
Washington
$598K – – –
TA
1555
Tectonic Advisors
Texas
$597K -$25K -82 -4%
KIM
1556
Kane Investment Management
California
$597K +$7K +23 +1%
GSEP
1557
Golden State Equity Partners
California
$595K -$60.3K -198 -9%
AAS
1558
Ameritas Advisory Services
Nebraska
$594K -$259K -850 -30%
RL
1559
Rogco LP
Oklahoma
$594K +$83.8K +275 +16%
CWM
1560
Circle Wealth Management
New Jersey
$592K -$16.8K -55 -3%
NB
1561
NBT Bank
New York
$589K -$178K -585 -23%
SIG
1562
Spinnaker Investment Group
California
$587K -$12.5K -41 -2%
LFG
1563
Larson Financial Group
Missouri
$587K +$48.4K +159 +9%
RDWM
1564
Red Door Wealth Management
Tennessee
$587K +$217K +711 +57%
NCM
1565
NCM Capital Management
New Jersey
$586K -$2.13K -7 -0.4%
BZWA
1566
Blue Zone Wealth Advisors
California
$581K -$9.14K -30 -2%
DCM
1567
DGS Capital Management
New Jersey
$580K +$4.87K +16 +0.8%
HWM
1568
Heirloom Wealth Management
Colorado
$580K – – –
WC
1569
Waterloo Capital
Texas
$580K -$26.5K -87 -4%
PL
1570
Plancorp LLC
Missouri
$578K +$136K +447 +30%
RCM
1571
Raleigh Capital Management
North Carolina
$578K +$525K +1,723 +817%
IC
1572
Iconiq Capital
California
$576K -$385K -1,263 -40%
SFM
1573
Signet Financial Management
New Jersey
$574K -$219K -719 -27%
WCM
1574
Weaver Capital Management
Georgia
$574K +$23.1K +76 +4%
KWM
1575
Keebeck Wealth Management
Illinois
$571K -$2.51M -8,249 -81%
61 62
63
64 65