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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
1301
Transatlantique Private Wealth
New York
$650K +$2.6K +9 +0.4%
SL
1302
Stevard LLC
Illinois
$648K +$728K +2,520 New
SWM
1303
Spire Wealth Management
Virginia
$645K -$959K -3,318 -57%
DJSG
1304
D.J. St. Germain
Massachusetts
$644K – – –
BCM
1305
Brookstone Capital Management
Illinois
$642K -$39.9K -138 -5%
MFS
1306
Mirabella Financial Services
United Kingdom
$641K -$4.77M -16,520 -87%
FAM
1307
Fred Alger Management
New York
$639K -$38.1K -132 -5%
JWM
1308
JGP Wealth Management
Oregon
$638K +$867 +3 +0.1%
CWM
1309
Circle Wealth Management
New Jersey
$633K -$19.1K -66 -3%
MAM
1310
Marotta Asset Management
Virginia
$631K – – –
EFG
1311
Everhart Financial Group
Ohio
$631K +$64.2K +222 +10%
FA
1312
Fountainhead AM
New Jersey
$629K +$2.31K +8 +0.3%
LP
1313
LGL Partners
Pennsylvania
$629K +$340K +1,177 +93%
PFG
1314
PAX Financial Group
Texas
$627K +$867 +3 +0.1%
DWM
1315
Drive Wealth Management
Utah
$622K -$82.9K -287 -11%
SWA
1316
SFMG Wealth Advisors
Texas
$621K +$10.7K +37 +2%
GA
1317
GraniteShares Advisors
New York
$619K -$58.4K -202 -8%
NP
1318
NorthRock Partners
Minnesota
$617K -$48.3K -167 -7%
GWA
1319
GGM Wealth Advisors
Maryland
$617K – – –
GA
1320
Geller Advisors
New York
$617K +$47.7K +165 +7%
HEIP
1321
Hudson Edge Investment Partners
New Jersey
$615K – – –
AAS
1322
Ameritas Advisory Services
Nebraska
$612K +$4.05K +14 +0.6%
GAM
1323
Gould Asset Management
California
$612K +$29.5K +102 +4%
VEA
1324
Virtus ETF Advisers
New York
$607K +$6.94K +24 +1%
WA1
1325
Wimmer Associates 1
California
$606K -$17.3K -60 -3%
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