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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
MI
1101
Motiv8 Investments
Florida
$1.33M +$484K +1,858 +53%
PTC
1102
Private Trust Company
Ohio
$1.33M +$134K +513 +11%
FCT
1103
First Community Trust
Iowa
$1.31M -$268K -1,028 -16%
EWS
1104
Eagle Wealth Strategies
New Jersey
$1.3M -$49.3K -189 -3%
PWS
1105
Peloton Wealth Strategists
Indiana
$1.29M – – –
CWS
1106
Confluence Wealth Services
Pennsylvania
$1.29M +$44.8K +172 +3%
IPW
1107
Impact Partnership Wealth
Georgia
$1.29M +$635K +2,435 +87%
AI
1108
Accredited Investors
Minnesota
$1.28M -$81.4K -312 -6%
FG
1109
Fiduciary Group
Georgia
$1.28M +$2.35K +9 +0.2%
NL
1110
NVWM LLC
Pennsylvania
$1.28M +$106K +406 +8%
MFG
1111
MidWestOne Financial Group
Iowa
$1.28M +$267K +1,023 +25%
VFA
1112
Valeo Financial Advisors
Indiana
$1.27M -$913K -3,501 -40%
WAM
1113
Weatherly Asset Management
California
$1.27M -$1.3K -5 -0.1%
MWM
1114
MOKAN Wealth Management
Kansas
$1.26M +$237K +909 +22%
GWM
1115
GSB Wealth Management
Connecticut
$1.26M -$40.4K -155 -3%
SWIG
1116
Strategic Wealth Investment Group
Kentucky
$1.25M +$1.32M +5,062 New
WAOTB
1117
Wealth Advisors of Tampa Bay
Florida
$1.24M +$169K +650 +15%
VAM
1118
Virtue Asset Management
Illinois
$1.24M +$1.31M +5,036 New
BAAM
1119
Baker Avenue Asset Management
California
$1.24M +$219K +839 +20%
LA
1120
Lindenwold Advisors
Pennsylvania
$1.24M +$8.87K +34 +0.7%
PPC
1121
Park Place Capital
Alabama
$1.23M -$70.4K -270 -5%
CP
1122
Camelot Portfolios
Ohio
$1.23M +$775K +2,974 +149%
LF
1123
Lantz Financial
Illinois
$1.22M +$907K +3,477 +237%
IP
1124
Intellectus Partners
California
$1.22M +$629K +2,413 +95%
RIA
1125
Regal Investment Advisors
Michigan
$1.22M +$13.6K +52 +1%
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