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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
OL
1676
OneFund LLC
Florida
$597K +$18.7K +52 +3%
PWMG
1677
Prestige Wealth Management Group
New Jersey
$596K +$25.9K +72 +4%
SPC
1678
Spirepoint Private Client
Florida
$595K – – –
GP
1679
Guardian Partners
Canada
$594K +$598K +1,660 New
PFA
1680
Pure Financial Advisors
California
$593K -$88.2K -245 -13%
PFA
1681
Pathway Financial Advisers
Indiana
$593K +$18.7K +52 +3%
NRD
1682
Nebula Research & Development
New York
$591K -$271K -752 -31%
PL
1683
Plancorp LLC
Missouri
$590K +$49.3K +137 +9%
MC
1684
Middleton & Co
Massachusetts
$589K +$39.6K +110 +7%
RMCM
1685
Reynders McVeigh Capital Management
Massachusetts
$589K -$21.2K -59 -3%
HI
1686
Human Investing
Oregon
$585K -$72.7K -202 -11%
MAM
1687
Mystic Asset Management
Rhode Island
$584K +$280K +779 +88%
JSAM
1688
J. Safra Asset Management
New York
$584K +$194K +538 +48%
CFG
1689
Cooper Financial Group
California
$582K +$277K +769 +87%
MAA
1690
Matrix Asset Advisors
New York
$582K +$306K +850 +106%
CWG
1691
C WorldWide Group
Denmark
$582K -$1.29M -3,576 -68%
BBA
1692
BLB&B Advisors
Pennsylvania
$582K +$360 +1 +0.1%
RIL
1693
Rothschild Investment LLC
Illinois
$581K +$12.6K +35 +2%
SMA
1694
Seven Mile Advisory
New Jersey
$580K -$10.4K -29 -2%
MMG
1695
Monetary Management Group
Missouri
$580K – – –
SW
1696
Simplicity Wealth
New Jersey
$579K -$1.63M -4,530 -73%
BHBT
1697
Burke & Herbert Bank & Trust
Virginia
$578K – – –
HCM
1698
Highview Capital Management
Illinois
$578K – – –
APW
1699
Austin Private Wealth
Texas
$577K +$37.8K +105 +7%
SHFA
1700
SC&H Financial Advisors
Maryland
$574K +$236K +657 +67%
66 67
68
69 70