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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
WLPWM
826
Walled Lake Planning & Wealth Management
Illinois
$3.6M +$17.3K +55 +0.5%
BFPW
827
BOK Financial Private Wealth
Colorado
$3.59M -$419K -1,331 -10%
VVP
828
Venture Visionary Partners
Ohio
$3.56M -$3.47K -11 -0.1%
BRWA
829
B. Riley Wealth Advisors
Florida
$3.55M +$174K +551 +5%
LS
830
Leelyn Smith
Illinois
$3.54M -$221K -701 -6%
USCWA
831
U.S. Capital Wealth Advisors
Texas
$3.54M -$34.3K -109 -0.9%
CSPIA
832
Cary Street Partners Investment Advisory
Virginia
$3.49M +$1.23M +3,902 +52%
GWM
833
Geneos Wealth Management
Colorado
$3.49M +$103K +328 +3%
GVAG
834
Great Valley Advisor Group
Delaware
$3.48M +$263K +836 +8%
SAMC
835
Spectrum Asset Management (California)
California
$3.47M -$75.6K -240 -2%
SS
836
Simplicity Solutions
Minnesota
$3.46M -$182K -579 -5%
BIM
837
Baldwin Investment Management
Pennsylvania
$3.45M -$129K -410 -4%
SWM
838
Spire Wealth Management
Virginia
$3.43M -$162K -514 -4%
WAM
839
Wolverine Asset Management
Illinois
$3.41M +$3.5M +11,107 New
MIC
840
MU Investments Company
Japan
$3.4M -$31.5K -100 -0.9%
MP
841
McDonald Partners
Ohio
$3.38M -$12.3K -39 -0.4%
WG
842
Winton Group
United Kingdom
$3.37M +$594K +1,885 +21%
BDS
843
Banco de Sabadell
Florida
$3.36M -$255K -810 -7%
LAS
844
Lloyd Advisory Services
Georgia
$3.35M +$3.44M +10,914 New
NG
845
Norden Group
Utah
$3.35M +$3.44M +10,914 New
RCIM
846
Red Cedar Investment Management
Michigan
$3.33M +$32.8K +104 +1%
SNB
847
Security National Bank
Nebraska
$3.33M +$49.2K +156 +1%
TWM
848
Tradition Wealth Management
Minnesota
$3.32M +$2.77M +8,795 +437%
DI
849
DAGCO Inc
Ohio
$3.31M +$3.42M +10,847 +215%
HI
850
Horizon Investments
North Carolina
$3.31M +$58K +184 +2%
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