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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
1026
Lantern Wealth Advisors
New York
$1.63M +$495K +1,900 +40%
CF
1027
Centaurus Financial
California
$1.62M +$1.82K +7 +0.1%
FFO
1028
Fiduciary Family Office
Florida
$1.61M +$339K +1,301 +25%
WAS
1029
Wealth Advisory Solutions
Indiana
$1.61M -$2.02M -7,732 -54%
MSAM
1030
Moloney Securities Asset Management
Missouri
$1.61M +$693K +2,659 +69%
ECA
1031
Elevate Capital Advisors
Colorado
$1.6M +$1.7M +6,503 New
CPR
1032
CSU Producer Resources
Ohio
$1.6M – – –
CWM
1033
Chesapeake Wealth Management
Virginia
$1.6M +$6.52K +25 +0.4%
TAMH
1034
Taikang Asset Management (HK)
Hong Kong
$1.6M -$763K -2,927 -31%
NW
1035
Naviter Wealth
Arkansas
$1.6M -$147K -562 -8%
GH
1036
GAM Holding
Switzerland
$1.6M +$612K +2,346 +57%
HWAM
1037
Hennion & Walsh Asset Management
New Jersey
$1.58M -$69.9K -268 -4%
IWM
1038
IHT Wealth Management
Illinois
$1.56M -$894K -3,428 -35%
KIA
1039
Knollwood Investment Advisory
Maryland
$1.55M -$608K -2,330 -27%
KCM
1040
Kathmere Capital Management
Pennsylvania
$1.55M -$96.2K -369 -6%
BFC
1041
Blue Fin Capital
Rhode Island
$1.54M -$33.6K -129 -2%
TS
1042
Triglav Skladi
Slovenia
$1.54M – – –
LD
1043
Lipe & Dalton
New York
$1.54M -$103K -395 -6%
MYIA
1044
Mount Yale Investment Advisors
Colorado
$1.54M -$2.41M -9,231 -60%
FFM
1045
Forum Financial Management
Illinois
$1.54M +$278K +1,065 +21%
LTAS
1046
Linden Thomas Advisory Services
North Carolina
$1.54M +$41.2K +158 +3%
CP
1047
Covenant Partners
Tennessee
$1.53M – – –
PT
1048
Plimoth Trust
Massachusetts
$1.53M +$67K +257 +4%
GWM
1049
Gibbs Wealth Management
Georgia
$1.52M -$315K -1,208 -16%
N
1050
Numerai
California
$1.51M -$224K -858 -12%
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