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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
GIP
1301
Greatmark Investment Partners
Georgia
$310K – – –
AWM
1302
Apollon Wealth Management
South Carolina
$308K +$271K +1,432 New
ECAM
1303
East Coast Asset Management
Massachusetts
$307K – – –
ATIA
1304
American Trust Investment Advisors
New Hampshire
$304K – – –
PWA
1305
Providence Wealth Advisors
Illinois
$301K – – –
FM
1306
Family Management
New York
$301K +$11.7K +62 +5%
IWP
1307
Insight Wealth Partners
Texas
$298K – – –
TA
1308
Trellis Advisors
Washington
$298K +$1.89K +10 +0.7%
HIS
1309
Harvest Investment Services
Illinois
$295K -$29.3K -155 -10%
RZH
1310
Relyea Zuckerberg Hanson
Connecticut
$295K -$22.1K -117 -8%
WEC
1311
Winslow Evans & Crocker
Massachusetts
$295K +$7.94K +42 +3%
FFWA
1312
FRG Family Wealth Advisors
Washington
$293K – – –
PPP
1313
Private Portfolio Partners
New Jersey
$292K -$190K -1,006 -42%
BPA
1314
Beacon Pointe Advisors
California
$292K +$257K +1,358 New
KS
1315
Karpas Strategies
Connecticut
$290K – – –
FMII
1316
Farmers & Merchants Investments Inc
Nebraska
$290K +$9.46K +50 +4%
WBG
1317
Wharton Business Group
Pennsylvania
$290K +$255K +1,350 New
CFSG
1318
Community Financial Services Group
Vermont
$290K +$256K +1,351 New
AI
1319
Accredited Investors
Minnesota
$289K – – –
AAMA
1320
Advanced Asset Management Advisors
Ohio
$289K – – –
AFM
1321
Andesa Financial Management
Pennsylvania
$289K +$11.3K +60 +5%
FCA
1322
FinTrust Capital Advisors
South Carolina
$288K +$225K +1,192 +805%
SFM
1323
Signet Financial Management
New Jersey
$287K -$542K -2,868 -70%
AWE
1324
Avidian Wealth Enterprises
Texas
$286K +$4.16K +22 +2%
IFWM
1325
Institute for Wealth Management
Colorado
$285K +$251K +1,325 New
51 52
53
54 55