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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
1226
WestHill Financial Advisors
California
$944K -$21.9K -84 -2%
SIA
1227
Schear Investment Advisers
Ohio
$941K -$21.6K -83 -2%
SJIM
1228
St. Johns Investment Management
Florida
$935K +$101K +389 +11%
EHWM
1229
Eads & Heald Wealth Management
Georgia
$928K -$97.3K -373 -9%
EAMA
1230
EFG Asset Management (Americas)
Florida
$926K -$52.4K -201 -5%
FFN
1231
Focus Financial Network
Minnesota
$925K -$312K -1,196 -24%
DW30
1232
Drucker Wealth 3.0
New Jersey
$923K +$269K +1,030 +38%
JMFC
1233
J.M. Forbes & Co
Massachusetts
$922K – – –
SOAMC
1234
Spirit of America Management Corp
New York
$919K – – –
TPCW
1235
TD Private Client Wealth
New York
$914K -$2.79M -10,717 -74%
S
1236
Sachetta
Massachusetts
$913K -$4.95K -19 -0.5%
SACTSONJ
1237
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$912K – – –
RCAG
1238
Rehmann Capital Advisory Group
Michigan
$910K -$98.6K -378 -9%
CA
1239
CGN Advisors
Kansas
$908K -$4.17K -16 -0.4%
CT
1240
Clearstead Trust
Maine
$908K -$138K -529 -13%
CLOS
1241
Compagnie Lombard Odier SCmA
Switzerland
$906K -$120K -462 -11%
GWP
1242
Gen-Wealth Partners
Michigan
$903K +$140K +535 +17%
SCM
1243
SCS Capital Management
Massachusetts
$902K -$499K -1,912 -34%
NSB
1244
Norway Savings Bank
Maine
$897K -$126K -484 -12%
TSW
1245
Three Seasons Wealth
Utah
$897K +$15.6K +60 +2%
AWM
1246
Accurate Wealth Management
Florida
$890K +$62.8K +241 +7%
PWP
1247
Private Wealth Partners
California
$884K -$261 -1 -0%
SIA
1248
SkyView Investment Advisors
New Jersey
$882K -$45.1K -173 -5%
RS
1249
R Squared
Hong Kong
$879K +$930K +3,565 New
OIS
1250
Okabena Investment Services
Minnesota
$878K -$263K -1,009 -22%
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