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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
1226
Pinnacle Wealth Planning Services
Ohio
$1.4M -$97.4K -318 -6%
S
1227
Sachetta
Massachusetts
$1.39M -$75.7K -247 -6%
PWS
1228
Peloton Wealth Strategists
Indiana
$1.39M – – –
VIM
1229
VELA Investment Management
Ohio
$1.38M +$269K +879 +24%
IIA
1230
ICW Investment Advisors
Arizona
$1.38M -$37.1K -121 -3%
CCMG
1231
Clark Capital Management Group
Pennsylvania
$1.38M -$31.7M -103,618 -96%
CCP
1232
Clarkston Capital Partners
Michigan
$1.37M -$10.7K -35 -0.8%
GCAC
1233
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.37M -$84.2K -275 -6%
RP
1234
Riverbridge Partners
Minnesota
$1.36M -$3.68K -12 -0.3%
SFS
1235
Searcy Financial Services
Kansas
$1.35M – – –
JSW
1236
Journey Strategic Wealth
New Jersey
$1.35M +$166K +542 +14%
DI
1237
DAGCO Inc
Ohio
$1.35M -$7.66K -25 -0.6%
CI
1238
Conning Inc
Connecticut
$1.35M +$34.9K +114 +3%
LWM
1239
Lionsbridge Wealth Management
Florida
$1.34M – – –
HCMT
1240
Highland Capital Management (Tennessee)
Tennessee
$1.34M -$91.9K -300 -6%
RWM
1241
Ritholtz Wealth Management
New York
$1.34M -$329K -1,073 -20%
SAM
1242
S.A. Mason
Michigan
$1.34M – – –
FFS
1243
Founders Financial Securities
Maryland
$1.33M +$592K +1,934 +79%
LCM
1244
Laurion Capital Management
New York
$1.33M +$1.34M +4,382 New
EFA
1245
Evernest Financial Advisors
Indiana
$1.33M -$38.3K -125 -3%
MMG
1246
Monetary Management Group
Missouri
$1.33M – – –
GWM
1247
Gibbs Wealth Management
Georgia
$1.32M +$316K +1,031 +31%
VWM
1248
Venturi Wealth Management
Texas
$1.32M +$222K +724 +20%
APP
1249
Avantax Planning Partners
Iowa
$1.31M -$138K -452 -9%
EAM
1250
Exane Asset Management
France
$1.31M +$1.32M +4,325 New
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