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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
OL
1776
Optas LLC
Texas
$413K +$38.6K +106 +10%
KA
1777
KLCM Advisors
Wisconsin
$412K – – –
MAM
1778
Morse Asset Management
Connecticut
$412K -$350K -960 -45%
OFS
1779
OneAscent Financial Services
Alabama
$412K -$7.29K -20 -2%
NERM
1780
New England Research & Management
Illinois
$411K -$9.11K -25 -2%
SCM
1781
Saxony Capital Management
Missouri
$410K +$90K +247 +26%
FCM
1782
Fourpath Capital Management
Oklahoma
$409K +$4.01K +11 +0.9%
IWA
1783
IVC Wealth Advisors
Pennsylvania
$409K +$17.9K +49 +4%
MWM
1784
Modern Wealth Management
Kansas
$409K +$430K +1,179 New
AR
1785
Apeiron RIA
Texas
$408K -$18.2K -50 -4%
FA
1786
Fiduciary Alliance
South Carolina
$407K +$16.4K +45 +4%
MIM
1787
Morningstar Investment Management
Illinois
$407K – – –
TIM
1788
Tortoise Investment Management
New York
$407K -$27K -74 -6%
SWM
1789
Silverlake Wealth Management
Vermont
$402K -$50.7K -139 -11%
GCA
1790
Gradient Capital Advisors
California
$402K – – –
EAM
1791
Empirical Asset Management
Massachusetts
$401K +$421K +1,156 New
WSC
1792
Wellington Shields & Co
New York
$398K -$81.6K -224 -16%
LA
1793
LVW Advisors
New York
$394K +$32.1K +88 +8%
FMII
1794
Farmers & Merchants Investments Inc
Nebraska
$392K – – –
PCMF
1795
Private Capital Management (Florida)
Florida
$392K – – –
HWA
1796
Heritage Wealth Advisors
Virginia
$390K – – –
HP
1797
Hyperion Partners
Pennsylvania
$390K – – –
HS
1798
Horan Securities
United States
$390K -$1.09K -3 -0.3%
FAT
1799
First American Trust
California
$387K -$103K -282 -20%
EWM
1800
Endowment Wealth Management
Wisconsin
$384K -$12.4K -34 -3%
70 71
72
73 74