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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1201
Seelaus Asset Management
New Jersey
$826K – – –
APW
1202
Acima Private Wealth
Virginia
$825K – – –
TCM
1203
Tanaka Capital Management
New York
$824K -$55.8K -195 -7%
AFWM
1204
AMJ Financial Wealth Management
Virginia
$823K – – –
NSIM
1205
North Star Investment Management
Illinois
$823K +$18K +63 +2%
BSI
1206
Bennett Selby Investments
Maine
$821K – – –
KA
1207
Kovack Advisors
Florida
$821K +$121K +423 +18%
OWA
1208
Outlook Wealth Advisors
Texas
$818K +$54.1K +189 +7%
CA
1209
Continuum Advisory
Idaho
$812K +$789K +2,755 New
CIP
1210
Convergence Investment Partners
Florida
$811K -$92.2K -322 -10%
WHG
1211
Westwood Holdings Group
Texas
$810K -$120K -420 -13%
RMAM
1212
Raab & Moskowitz Asset Management
New Jersey
$807K -$14.9K -52 -2%
UBV
1213
United Bank (Virginia)
Virginia
$803K -$53K -185 -6%
BCM
1214
Brookstone Capital Management
Illinois
$802K +$114K +398 +18%
DWM
1215
Dakota Wealth Management
Florida
$797K -$1.43K -5 -0.2%
HBWM
1216
Hollow Brook Wealth Management
New York
$794K +$4.58K +16 +0.6%
KPW
1217
Kore Private Wealth
New York
$793K +$82.5K +288 +12%
BAM
1218
Belpointe Asset Management
Nevada
$793K +$195K +681 +34%
BL
1219
Balentine LLC
Georgia
$791K -$103K -361 -12%
CMO
1220
Covenant Multifamily Offices
Texas
$787K -$280K -979 -27%
CP
1221
Camelot Portfolios
Ohio
$784K -$286 -1 -0%
GIA
1222
Gladstone Institutional Advisory
Florida
$779K +$756K +2,641 New
JWCA
1223
J.W. Cole Advisors
Florida
$776K +$35.5K +124 +5%
LB
1224
Legacy Bridge
Iowa
$772K -$28.6K -100 -4%
CIP
1225
Cornerstone Investment Partners
Georgia
$772K – – –
47 48
49
50 51