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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
1676
ARS Investment Partners
New York
$349K – – –
LWM
1677
Lyell Wealth Management
California
$349K +$10.2K +28 +3%
IWN
1678
Independent Wealth Network
Iowa
$348K +$2.19K +6 +0.7%
WFA
1679
WestHill Financial Advisors
California
$347K -$4.01K -11 -1%
FBT
1680
First Bank & Trust
South Dakota
$347K +$1.46K +4 +0.5%
PP
1681
Patron Partners
Texas
$346K – – –
TCB
1682
Texas Capital Bancshares
Texas
$345K -$3.65K -10 -1%
JE
1683
JMAC Enterprises
Pennsylvania
$343K +$364K +998 New
HWA
1684
Heritage Wealth Advisors
Virginia
$342K -$87.1K -239 -22%
CWM
1685
Connecticut Wealth Management
Connecticut
$342K -$364 -1 -0.1%
MHIC
1686
Marble Harbor Investment Counsel
Massachusetts
$342K +$11.7K +32 +4%
NG
1687
Northstar Group
New York
$341K -$16.8K -46 -5%
IP
1688
Ignite Planners
California
$340K +$353K +969 New
WMA
1689
Wealth Management Associates
New Jersey
$340K – – –
IC
1690
Inverness Counsel
New York
$338K +$297K +816 New
CAM
1691
CenterStar Asset Management
Illinois
$336K – – –
TNB
1692
Thomasville National Bank
Georgia
$336K – – –
AWM
1693
Avaii Wealth Management
Wisconsin
$335K +$294K +808 New
AJ
1694
Ashburton (Jersey)
Jersey
$334K -$310K -850 -51%
SLWA
1695
San Luis Wealth Advisors
California
$334K – – –
PL
1696
Plancorp LLC
Missouri
$333K +$30.3K +83 +12%
OQS
1697
Occudo Quantitative Strategies
Florida
$332K +$292K +800 New
GAB
1698
German American Bancorp
Indiana
$330K -$20.4K -56 -7%
FFA
1699
Fi3 Financial Advisors
Indiana
$330K +$12.8K +35 +5%
HWM
1700
Hohimer Wealth Management
Washington
$329K – – –
66 67
68
69 70