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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
LWAM
1251
Legacy Wealth Asset Management
Minnesota
$627K +$78.5K +337 +12%
GWM
1252
GDS Wealth Management
Texas
$627K – – –
BRWA
1253
B. Riley Wealth Advisors
Florida
$622K +$160K +685 +28%
SAG
1254
SageView Advisory Group
California
$618K -$40.8K -175 -5%
PAM
1255
Peak Asset Management
Colorado
$617K -$544K -2,336 -43%
AWM
1256
Aprio Wealth Management
Georgia
$614K -$380K -1,632 -35%
PP
1257
PDS Planning
Ohio
$612K -$168K -719 -19%
RBC
1258
Romano Brothers & Co
Illinois
$611K -$111K -476 -13%
CWM
1259
Circle Wealth Management
New Jersey
$611K +$303K +1,299 +73%
CPW
1260
Cove Private Wealth
New York
$611K +$334K +1,434 +87%
LIM
1261
Leavell Investment Management
Alabama
$609K -$145K -622 -17%
CAL
1262
Capital Analysts LLC
Pennsylvania
$609K -$2.74M -11,750 -79%
FPF
1263
First Pacific Financial
Washington
$609K -$7.46K -32 -1%
CCP
1264
Cushing Capital Partners
Wisconsin
$608K +$77.6K +333 +12%
PTC
1265
Private Trust Company
Ohio
$607K -$207K -889 -23%
SC
1266
Sapient Capital
Indiana
$605K -$258K -1,109 -27%
KIA
1267
Knollwood Investment Advisory
Maryland
$605K – – –
PFA
1268
Pure Financial Advisors
California
$603K +$18.2K +78 +3%
TIA
1269
Tandem Investment Advisors
South Carolina
$603K -$88.9M -381,695 -99%
ML
1270
McAdam LLC
Pennsylvania
$602K +$326K +1,398 +85%
LCG
1271
Lakeshore Capital Group
Illinois
$602K +$19.3K +83 +3%
AIM
1272
Anchor Investment Management
South Carolina
$594K -$18.6K -80 -3%
TSW
1273
Three Seasons Wealth
Utah
$593K -$90.9K -390 -12%
SA
1274
Sovran Advisors
California
$593K -$205K -879 -21%
OWA
1275
Outlook Wealth Advisors
Texas
$591K -$21.9K -94 -3%
49 50
51
52 53