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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
1301
Cary Street Partners Investment Advisory
Virginia
$1.13M +$78K +256 +7%
VCM
1302
Vision Capital Management
Oregon
$1.13M +$85.9K +282 +8%
APA
1303
Astoria Portfolio Advisors
New York
$1.13M +$14K +46 +1%
JMFC
1304
J.M. Forbes & Co
Massachusetts
$1.12M -$9.75K -32 -0.8%
SOAMC
1305
Spirit of America Management Corp
New York
$1.11M – – –
S
1306
Sachetta
Massachusetts
$1.11M -$75.8K -249 -6%
SIA
1307
SkyView Investment Advisors
New Jersey
$1.11M +$13.1K +43 +1%
EFA
1308
Edge Financial Advisors
Illinois
$1.11M -$104K -340 -9%
CCM
1309
Crew Capital Management
Ohio
$1.11M -$94.4K -310 -8%
SACTSONJ
1310
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.11M – – –
CA
1311
CGN Advisors
Kansas
$1.11M +$6.09K +20 +0.5%
MCM
1312
Manchester Capital Management
Vermont
$1.09M -$162K -531 -13%
BWP
1313
BSW Wealth Partners
Colorado
$1.09M -$137K -450 -11%
UBG
1314
United Bank (Georgia)
Georgia
$1.09M +$368K +1,209 +50%
FA
1315
Fiduciary Alliance
South Carolina
$1.08M -$591K -1,942 -35%
CTFG
1316
Capstone Triton Financial Group
Oklahoma
$1.07M +$1.09M +3,595 New
GLA
1317
Good Life Advisors
Pennsylvania
$1.07M +$26.8K +88 +3%
PWP
1318
Private Wealth Partners
California
$1.07M – – –
LFA
1319
Legacy Financial Advisors
Kentucky
$1.07M -$92K -302 -8%
TSW
1320
Three Seasons Wealth
Utah
$1.07M -$39.6K -130 -4%
RC
1321
Roundview Capital
New Jersey
$1.06M -$916K -3,009 -46%
FWM
1322
Forza Wealth Management
Florida
$1.06M +$61.2K +201 +6%
AWM
1323
Angeles Wealth Management
California
$1.06M +$64K +210 +6%
MI
1324
Motiv8 Investments
Florida
$1.06M +$112K +367 +12%
ARG
1325
Advisory Resource Group
Oklahoma
$1.06M +$72.8K +239 +7%
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