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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1301
Legacy Financial Advisors
Kentucky
$830K +$108K +372 +16%
NCM
1302
NCM Capital Management
New Jersey
$828K +$1.45K +5 +0.2%
EFS
1303
Essex Financial Services
Connecticut
$828K +$23.5K +81 +3%
GWM
1304
GDS Wealth Management
Texas
$827K – – –
NCM
1305
Northside Capital Management
Oregon
$825K +$581 +2 +0.1%
FWA
1306
FSM Wealth Advisors
Ohio
$823K +$11K +38 +1%
HEIP
1307
Hudson Edge Investment Partners
New Jersey
$819K – – –
AWA
1308
Arkadios Wealth Advisors
Georgia
$818K -$16.3K -56 -2%
BOM
1309
Bank of Marin
California
$818K -$160K -551 -17%
AWM
1310
Angeles Wealth Management
California
$817K +$25K +86 +3%
BSI
1311
Bennett Selby Investments
Maine
$816K -$3.2K -11 -0.4%
PFA
1312
Pure Financial Advisors
California
$815K -$261K -897 -25%
NSAM
1313
North Star Asset Management
Wisconsin
$810K -$8.72K -30 -1%
TNA
1314
True North Advisors
Texas
$809K – – –
LAM
1315
Lakewood Asset Management
Illinois
$806K +$291 +1 +0%
CWM
1316
Concentric Wealth Management
California
$802K – – –
AIP
1317
Almanack Investment Partners
Pennsylvania
$797K -$224K -770 -23%
BWM
1318
BNC Wealth Management
Oregon
$796K -$1.96M -6,738 -72%
CIC
1319
Chilton Investment Company
Connecticut
$792K +$327K +1,125 +78%
HBT
1320
Hills Bank & Trust
Iowa
$786K -$92.4K -318 -11%
GSEP
1321
Golden State Equity Partners
California
$784K +$78.7K +271 +12%
LFA
1322
LGT Financial Advisors
Texas
$782K +$736K +2,534 New
SL
1323
Stevard LLC
Illinois
$778K – – –
HJIM
1324
Henry James International Management
New York
$776K – – –
EI
1325
Ellevest Inc
New York
$773K +$196K +673 +37%
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