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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
1301
Jump Financial
Illinois
$607K -$138K -481 -19%
PWS
1302
Precision Wealth Strategies
Missouri
$600K +$30.6K +107 +6%
CF
1303
Copperwynd Financial
Arizona
$600K +$73.9K +258 +15%
RTS
1304
Round Table Services
New Jersey
$599K – – –
EN1L
1305
Engine No 1 LLC
California
$599K +$582K +2,031 New
PIM
1306
Perpetual Investment Management
Australia
$598K -$143K -500 -20%
SDWMA
1307
Schneider Downs Wealth Management Advisors
Pennsylvania
$598K -$1.43K -5 -0.2%
FWM
1308
Frontier Wealth Management
Missouri
$596K -$6.01K -21 -1%
JWM
1309
Janiczek Wealth Management
Colorado
$596K +$41.5K +145 +8%
JIP
1310
JBJ Investment Partners
South Carolina
$596K +$70.2K +245 +14%
MCM
1311
Maryland Capital Management
Maryland
$590K +$30.9K +108 +6%
SSG
1312
Summit Securities Group
New York
$588K +$571K +1,995 New
OFG
1313
Omega Financial Group
California
$587K -$29.5K -103 -5%
CBTWT
1314
Community Bank & Trust (Waco, Texas)
Texas
$584K – – –
ACM
1315
Alta Capital Management
Utah
$580K – – –
AWE
1316
Avidian Wealth Enterprises
Texas
$579K -$23.2K -81 -4%
GA
1317
Geller Advisors
New York
$578K +$286 +1 +0.1%
KFP
1318
KB Financial Partners
New Jersey
$577K +$53.3K +186 +11%
JWM
1319
JGP Wealth Management
Oregon
$575K +$59.8K +209 +12%
ARI
1320
Applied Research Investments
Delaware
$571K – – –
BHWM
1321
Bar Harbor Wealth Management
New Hampshire
$570K – – –
WB
1322
Webster Bank
Connecticut
$569K -$14.3K -50 -3%
TWM
1323
Tradition Wealth Management
Minnesota
$568K +$552K +1,927 New
ALAM
1324
Asahi Life Asset Management
Japan
$565K -$25.8K -90 -4%
IWA
1325
IVC Wealth Advisors
Pennsylvania
$565K +$21.8K +76 +4%
51 52
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