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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
TBC
1851
Ted Buchan & Co
California
$320K – – –
SCM
1852
Saxony Capital Management
Missouri
$319K -$25.3K -83 -7%
BHBT
1853
Burke & Herbert Bank & Trust
Virginia
$318K – – –
GSWM
1854
Golden State Wealth Management
California
$318K +$7.31K +24 +2%
RMCM
1855
Reynders McVeigh Capital Management
Massachusetts
$316K -$176K -578 -35%
C
1856
Covestor
United Kingdom
$316K +$15.5K +51 +5%
WA
1857
Wealthstream Advisors
New York
$315K +$52.7K +173 +20%
PW
1858
Potentia Wealth
California
$314K – – –
PWA
1859
Providence Wealth Advisors
Illinois
$313K – – –
EBA
1860
Eagle Bay Advisors
New York
$311K -$1.22K -4 -0.4%
OWM
1861
OneAscent Wealth Management
Alabama
$311K +$1.83K +6 +0.6%
QCIG
1862
Quad-Cities Investment Group
Iowa
$309K +$305 +1 +0.1%
AFM
1863
Armstrong Fleming & Moore
District of Columbia
$309K +$315K +1,035 New
WDG
1864
Wealth Dimensions Group
Ohio
$308K -$3.05K -10 -1%
WA
1865
Wambolt & Associates
Colorado
$307K -$27.4K -90 -8%
TCB
1866
Texas Capital Bancshares
Texas
$307K +$3.96K +13 +1%
VAG
1867
VisionPoint Advisory Group
Texas
$307K +$312K +1,026 New
TWP
1868
Tower Wealth Partners
Pennsylvania
$305K +$311K +1,022 New
OC
1869
Oakworth Capital
Alabama
$305K – – –
AC
1870
Allstate Corporation
Illinois
$305K -$6.45M -21,167 -95%
ICCON
1871
Investment Counsel Company of Nevada
Nevada
$305K – – –
FA
1872
FDx Advisors
Illinois
$304K +$310K +1,018 New
WCWM
1873
Willow Creek Wealth Management
California
$304K -$914 -3 -0.3%
YP
1874
YANKCOM Partnership
South Dakota
$304K +$3.65K +12 +1%
ICP
1875
Interchange Capital Partners
Pennsylvania
$303K +$26.2K +86 +9%
73 74
75
76 77