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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1226
Ballast Advisors
Minnesota
$421K -$165K -953 -22%
GWM
1227
GDS Wealth Management
Texas
$420K +$36.8K +212 +7%
PCP
1228
Proficio Capital Partners
Massachusetts
$419K +$585K +3,371 New
FDP
1229
Financiere des Professionnels
Quebec, Canada
$419K +$73.4K +423 +14%
TFA
1230
Tranquilli Financial Advisor
New Jersey
$418K +$337K +1,939 +136%
CWP
1231
Cyndeo Wealth Partners
Florida
$417K -$158K -910 -21%
RWMH
1232
Riverpoint Wealth Management Holdings
Illinois
$416K – – –
AIM
1233
Avity Investment Management
Connecticut
$415K -$13.2M -75,955 -96%
WPW
1234
Waldron Private Wealth
Pennsylvania
$414K -$82.8K -477 -13%
SJL
1235
Shayne & Jacobs LLC
Tennessee
$414K -$5.21K -30 -0.9%
EFA
1236
Evernest Financial Advisors
Indiana
$412K +$2.43K +14 +0.4%
KAM
1237
Knightsbridge Asset Management
California
$410K +$253K +1,456 +79%
CFG
1238
Chapman Financial Group
Hawaii
$410K -$33.7K -194 -6%
RGC
1239
Roberts, Glore & Co
Illinois
$408K +$570K +3,282 New
FPF
1240
First Pacific Financial
Washington
$408K +$36.1K +208 +7%
EFG
1241
Ethos Financial Group
Pennsylvania
$405K +$180K +1,037 +81%
LOWM
1242
Laurel Oak Wealth Management
New Jersey
$404K -$37.8K -218 -6%
MWM
1243
Modern Wealth Management
Kansas
$403K +$93.4K +538 +20%
BFA
1244
Beacon Financial Advisory
Ohio
$403K +$215K +1,236 +62%
RCAG
1245
Rehmann Capital Advisory Group
Michigan
$402K -$93.9K -541 -14%
SC
1246
Schiavi & Co
Delaware
$401K +$560K +3,224 New
SAG
1247
SageView Advisory Group
California
$399K +$15.5K +89 +3%
LWAM
1248
Legacy Wealth Asset Management
Minnesota
$398K +$6.77K +39 +1%
CIM
1249
Caldwell Investment Management
Ontario, Canada
$398K – – –
JC
1250
JM2 Capital
Oklahoma
$397K -$75.2K -433 -12%
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