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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
TCB
1776
Texas Capital Bancshares
Texas
$238K – – –
BOPW
1777
Brandywine Oak Private Wealth
Pennsylvania
$237K -$20.4K -75 -8%
MHIC
1778
Marble Harbor Investment Counsel
Massachusetts
$236K – – –
EL
1779
EWA LLC
Pennsylvania
$235K +$231K +847 New
TBC
1780
Ted Buchan & Co
California
$234K +$224K +820 New
RBFC
1781
Roman Butler Fullerton & Co
Missouri
$234K – – –
CIAS
1782
CFS Investment Advisory Services
New Jersey
$234K +$223K +818 New
ATIA
1783
American Trust Investment Advisors
New Hampshire
$233K – – –
NFC
1784
Northeast Financial Consultants
Connecticut
$232K -$361K -1,323 -62%
CCA
1785
Cora Capital Advisors
New Jersey
$232K +$1.36K +5 +0.6%
MCM
1786
Mill Capital Management
North Carolina
$232K +$221K +810 New
LOPW
1787
Live Oak Private Wealth
North Carolina
$231K +$221K +809 New
HIM
1788
Hillsdale Investment Management
Ontario, Canada
$229K +$21.8K +80 +11%
SICM
1789
Sustainable Insight Capital Management
New York
$229K +$219K +802 New
VAG
1790
VisionPoint Advisory Group
Texas
$229K -$17.7K -65 -7%
MCM
1791
Monument Capital Management
Virginia
$228K -$51.8K -190 -19%
NG
1792
Northstar Group
New York
$228K – – –
CAL
1793
Capital Advisors Ltd
Ohio
$228K -$20.2K -74 -8%
TNB
1794
Thomasville National Bank
Georgia
$228K +$273 +1 +0.1%
CFO
1795
Colony Family Offices
North Carolina
$227K – – –
IFG
1796
Independent Financial Group
California
$227K +$6.27K +23 +3%
EFG
1797
Ethos Financial Group
Pennsylvania
$226K -$5.45K -20 -2%
LL
1798
LPWM LLC
Minnesota
$225K – – –
BAM
1799
Blueshift Asset Management
New Jersey
$225K +$215K +788 New
GWSG
1800
GPS Wealth Strategies Group
Colorado
$223K +$213K +781 New
70 71
72
73 74