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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
1576
Roble Belko & Company
Pennsylvania
$424K -$35.4K -97 -9%
MFG
1577
Menard Financial Group
Texas
$423K -$65.2K -179 -15%
BAM
1578
Brave Asset Management
New Jersey
$421K -$5.47K -15 -1%
MW
1579
Marcum Wealth
Ohio
$420K -$23.3K -64 -6%
IAIM
1580
International Assets Investment Management
Florida
$419K +$55.4K +152 +18%
ED
1581
Exane Derivatives
France
$418K +$2.92K +8 +0.8%
KA
1582
KLCM Advisors
Wisconsin
$417K +$6.56K +18 +2%
KA
1583
Klingman & Associates
New York
$417K +$11.7K +32 +3%
OWA
1584
Opal Wealth Advisors
New York
$417K +$367K +1,007 New
RC
1585
RBF Capital
California
$415K – – –
SWM
1586
Salvus Wealth Management
New Jersey
$414K +$60.9K +167 +20%
WTFG
1587
Wells Trecaso Financial Group
Ohio
$413K – – –
T
1588
TCWP
Ohio
$411K +$362K +993 New
PPP
1589
Private Portfolio Partners
New Jersey
$410K – – –
BEAM
1590
Baker Ellis Asset Management
Washington
$410K – – –
CWP
1591
CFM Wealth Partners
Texas
$410K – – –
HHGA
1592
Halbert Hargrove Global Advisors
California
$410K +$25.9K +71 +8%
STA
1593
Summit Trail Advisors
New York
$410K +$56.5K +155 +19%
CAGAS
1594
Capital Advisory Group Advisory Services
Minnesota
$409K +$5.83K +16 +2%
TAM
1595
Tocqueville Asset Management
New York
$409K +$19K +52 +6%
KFP
1596
KB Financial Partners
New Jersey
$408K -$405K -1,111 -53%
ACM
1597
Alta Capital Management
Utah
$408K – – –
FAIM
1598
Financial Advocates Investment Management
Washington
$406K -$8.75K -24 -2%
TA
1599
TrueWealth Advisors
Alabama
$405K +$126K +345 +55%
SOW
1600
State of Wyoming
Wyoming
$404K -$104K -286 -23%
62 63
64
65 66