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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
MGAM
1576
McGowan Group Asset Management
Texas
$487K – – –
RWB
1577
RMR Wealth Builders
New Jersey
$487K +$78K +307 +20%
FSA
1578
Financial Security Advisor
Virginia
$486K -$275K -1,081 -37%
CC
1579
Courier Capital
New York
$485K -$1.78K -7 -0.4%
MWA
1580
Midland Wealth Advisors
Illinois
$485K +$459K +1,808 New
CIC
1581
Chase Investment Counsel
Virginia
$484K +$21.8K +86 +5%
NG
1582
Novem Group
New York
$481K +$97.8K +385 +27%
CWM
1583
Circle Wealth Management
New Jersey
$478K +$42.2K +166 +10%
UCB
1584
United Community Bank
South Carolina
$478K -$88.2K -347 -16%
CMP
1585
Coston McIsaac & Partners
Maine
$477K +$225K +885 +99%
DCM
1586
DGS Capital Management
New Jersey
$477K +$106K +418 +31%
EWM
1587
Evermay Wealth Management
Virginia
$474K -$23.9K -94 -5%
NB
1588
NBT Bank
New York
$474K -$11.2K -44 -2%
FIA
1589
Foundations Investment Advisors
Arizona
$474K -$86.4K -340 -16%
PAW
1590
Plan A Wealth
Nebraska
$472K +$15.2K +60 +4%
BOM
1591
Bank of Marin
California
$471K -$68.3K -269 -13%
CGL
1592
Clarius Group LLC
Washington
$469K -$50.6K -199 -10%
G
1593
GenTrust
Florida
$469K +$444K +1,748 New
JSAM
1594
J. Safra Asset Management
New York
$469K +$12.2K +48 +3%
FWI
1595
Facet Wealth Inc
Maryland
$469K +$44K +173 +11%
A
1596
Alongside
Texas
$468K +$443K +1,744 New
CP
1597
Castleview Partners
Texas
$466K +$23.6K +93 +6%
BBI
1598
Baxter Bros Inc
Connecticut
$463K – – –
WS
1599
Wilian Securities
Minnesota
$463K +$438K +1,724 New
AAG
1600
Asset Advisory Group
New Jersey
$458K +$434K +1,708 New
62 63
64
65 66