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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
1051
OneDigital Investment Advisors
Kansas
$630K -$503K -2,898 -36%
PPC
1052
Park Place Capital
Alabama
$628K -$13.5K -78 -2%
SWASL
1053
Spartan Wealth Advisory Services LLC
Michigan
$628K -$14.6K -84 -2%
PPWP
1054
Premier Path Wealth Partners
New Jersey
$628K +$175K +1,008 +25%
RWP
1055
RWA Wealth Partners
Massachusetts
$628K -$309K -1,780 -26%
EIP
1056
Essential Investment Partners
Colorado
$627K -$113K -649 -11%
LBC
1057
Lowe Brockenbrough & Co
Virginia
$627K -$75K -432 -8%
PWP
1058
Perfromance Wealth Partners
Illinois
$624K -$207K -1,190 -19%
DWT
1059
Dorsey & Whitney Trust
South Dakota
$624K +$28.5K +164 +3%
ECM
1060
Evergreen Capital Management
Washington
$623K -$721K -4,152 -45%
HCP
1061
Holt Capital Partners
Texas
$622K +$140K +809 +19%
LAI
1062
Legal Advantage Investments
California
$622K +$868K +5,000 New
RCA
1063
Rose Capital Advisors
Florida
$622K +$868K +5,000 New
CCG
1064
Ceeto Capital Group
Florida
$622K +$868K +5,000 New
KCIC
1065
Kuhn & Co Investment Counsel
Illinois
$622K -$4.69K -27 -0.5%
BWL
1066
Bogart Wealth LLC
Virginia
$622K +$205K +1,181 +31%
ST
1067
Smithfield Trust
Pennsylvania
$620K -$59.9K -345 -6%
WAM
1068
Weatherly Asset Management
California
$619K -$23.4K -135 -3%
OCAM
1069
Onex Canada Asset Management
Ontario, Canada
$618K – – –
AA
1070
Altman Advisors
Illinois
$614K +$857K +4,935 New
TCWA
1071
Turtle Creek Wealth Advisors
Texas
$614K +$46.5K +268 +6%
BBFA
1072
Brindle & Bay Financial Advisors
Texas
$610K +$128K +737 +18%
SPP
1073
Single Point Partners
Massachusetts
$610K +$3.99K +23 +0.5%
SWIG
1074
Strategic Wealth Investment Group
Kentucky
$610K – – –
TC
1075
TownSquare Capital
Utah
$610K -$187K -1,080 -18%
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