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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1301
Concentric Wealth Management
California
$722K +$30K +100 +4%
IFWM
1302
Institute for Wealth Management
Colorado
$721K +$5.11K +17 +0.7%
MC
1303
Matisse Capital
Oregon
$718K -$210K -700 -21%
NP
1304
NorthRock Partners
Minnesota
$713K +$257K +856 +50%
PG
1305
Patten Group
Tennessee
$712K -$9.31K -31 -1%
BFA
1306
BMS Financial Advisors
South Dakota
$712K +$32.2K +107 +4%
HIM
1307
Hillsdale Investment Management
Ontario, Canada
$707K -$25.8K -86 -3%
CWM
1308
Circle Wealth Management
New Jersey
$702K -$209K -695 -22%
TPW
1309
Transatlantique Private Wealth
New York
$699K +$756K +2,517 New
AWM
1310
Angeles Wealth Management
California
$693K -$36.7K -122 -5%
MAM
1311
Marotta Asset Management
Virginia
$689K – – –
GC
1312
GFG Capital
Florida
$688K -$14.4K -48 -2%
FW
1313
FirstPurpose Wealth
Utah
$687K +$89.2K +297 +14%
RWI
1314
Red Wave Investments
Pennsylvania
$685K -$38.2K -127 -5%
GL
1315
Graypoint LLC
New York
$685K +$23.4K +78 +3%
KFA
1316
Kelleher Financial Advisors
New York
$685K +$493K +1,640 +198%
MC
1317
Machina Capital
France
$684K +$406K +1,351 +122%
SWA
1318
SFMG Wealth Advisors
Texas
$680K +$84.7K +282 +13%
AC
1319
Avestar Capital
New York
$679K -$1.15M -3,833 -61%
TF
1320
Threadgill Financial
Texas
$679K -$14.1K -47 -2%
JWM
1321
JGP Wealth Management
Oregon
$677K +$12.6K +42 +2%
FA
1322
Fountainhead AM
New Jersey
$677K +$15.3K +51 +2%
PFG
1323
PAX Financial Group
Texas
$676K -$223K -743 -23%
QC
1324
Quent Capital
New York
$673K +$901 +3 +0.1%
HEIP
1325
Hudson Edge Investment Partners
New Jersey
$664K – – –
51 52
53
54 55