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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
SGI
1801
Summit Global Investments
Utah
$263K -$3.65K -14 -1%
SCM
1802
Saxony Capital Management
Missouri
$263K – – –
WDG
1803
Wealth Dimensions Group
Ohio
$263K +$8.87K +34 +3%
BHBT
1804
Burke & Herbert Bank & Trust
Virginia
$262K – – –
BAS
1805
Breakthru Advisory Services
Wisconsin
$262K +$277K +1,063 New
RA
1806
RFG Advisory
Alabama
$262K -$494K -1,895 -64%
BWM
1807
BlackDiamond Wealth Management
New York
$261K +$31.8K +122 +13%
HIC
1808
Harvey Investment Company
Kentucky
$261K -$78.2K -300 -22%
HIS
1809
Harvest Investment Services
Illinois
$260K -$352K -1,351 -56%
PW
1810
Potentia Wealth
California
$259K – – –
EWM
1811
Endowment Wealth Management
Wisconsin
$259K -$46.2K -177 -14%
3IP
1812
3Chopt Investment Partners
Virginia
$258K -$193K -742 -41%
FWP
1813
Fiduciary Wealth Partners
Massachusetts
$257K -$50.3K -193 -16%
OWM
1814
OneAscent Wealth Management
Alabama
$257K – – –
MA
1815
MJP Associates
Connecticut
$257K +$6.78K +26 +3%
AFM
1816
Armstrong Fleming & Moore
District of Columbia
$257K +$1.3K +5 +0.5%
CICI
1817
Capital Investment Counsel Inc
North Carolina
$256K +$49.5K +190 +22%
QCIG
1818
Quad-Cities Investment Group
Iowa
$255K +$261 +1 +0.1%
ABC
1819
Associated Banc-Corp
Wisconsin
$255K -$40.7K -156 -13%
NPT
1820
Nixon Peabody Trust
Massachusetts
$255K -$137K -526 -34%
EBA
1821
Eagle Bay Advisors
New York
$254K -$2.35K -9 -0.9%
RW
1822
Rede Wealth
Virginia
$254K +$269K +1,032 New
FCM
1823
Firestone Capital Management
Florida
$254K +$268K +1,028 New
SWMG
1824
Sard Wealth Management Group
Georgia
$253K +$268K +1,027 New
PWM
1825
Pines Wealth Management
North Carolina
$253K -$28.9K -111 -10%
71 72
73
74 75