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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1726
Heritage Wealth Advisors
Virginia
$229K – – –
MHIC
1727
Marble Harbor Investment Counsel
Massachusetts
$229K – – –
MIM
1728
Moseley Investment Management
Florida
$229K +$300 +1 +0.1%
CWM
1729
Connecticut Wealth Management
Connecticut
$228K -$1.5K -5 -0.6%
MPI
1730
Mairs & Power Inc
Minnesota
$228K +$8.71K +29 +4%
GSB
1731
Greenfield Savings Bank
Massachusetts
$228K +$247K +822 New
WMA
1732
Wealth Management Associates
New Jersey
$228K – – –
IC
1733
Inverness Counsel
New York
$227K – – –
WAP
1734
Wealthcare Advisory Partners
Pennsylvania
$227K +$245K +817 New
NICM
1735
Neo Ivy Capital Management
New York
$227K +$246K +818 New
DPI
1736
Diversified Portfolios Inc
Michigan
$226K -$451K -1,500 -65%
ATIA
1737
American Trust Investment Advisors
New Hampshire
$226K – – –
ML
1738
McAdam LLC
Pennsylvania
$226K +$21.6K +72 +10%
TWM
1739
Thrive Wealth Management
Pennsylvania
$226K +$245K +814 New
WA
1740
Waverly Advisors
Alabama
$225K -$8.71K -29 -3%
FBT
1741
First Bank & Trust
South Dakota
$225K +$9.92K +33 +4%
MS
1742
Maven Securities
Jersey
$225K +$244K +811 New
CWA
1743
Canvas Wealth Advisors
Kansas
$222K +$4.81K +16 +2%
HKAM
1744
Horizon Kinetics Asset Management
New York
$221K -$22.2K -74 -9%
SLWA
1745
San Luis Wealth Advisors
California
$221K -$2.4K -8 -1%
NG
1746
Northstar Group
New York
$221K – – –
PNAA
1747
Pictet North America Advisors
Switzerland
$221K – – –
IWM
1748
IHT Wealth Management
Illinois
$221K +$3.31K +11 +1%
CFO
1749
Colony Family Offices
North Carolina
$221K +$239K +795 New
KCM
1750
Kathmere Capital Management
Pennsylvania
$220K -$66.7K -222 -22%
68 69
70
71 72