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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
1326
Pin Oak Investment Advisors
Texas
$334K – – –
IP
1327
Investment Partners
Ohio
$334K +$916 +4 +0.3%
IWP
1328
Insight Wealth Partners
Texas
$334K +$20.8K +91 +7%
CFA
1329
Capstone Financial Advisors
Illinois
$333K – – –
OIA
1330
OneDigital Investment Advisors
Kansas
$333K +$4.12K +18 +1%
TA
1331
Trellis Advisors
Washington
$333K +$20.4K +89 +6%
ACP
1332
Aviance Capital Partners
Florida
$332K +$337K +1,470 New
TA
1333
Tiedemann Advisors
New York
$331K +$42.4K +185 +14%
CPO
1334
Cerity Partners OCIO
New York
$330K +$59.3K +259 +22%
CF
1335
Copperwynd Financial
Arizona
$329K +$88.6K +387 +36%
MSE
1336
MUFG Securities EMEA
United Kingdom
$328K +$332K +1,451 New
GIP
1337
Greatmark Investment Partners
Georgia
$327K – – –
OFG
1338
OmniStar Financial Group
North Carolina
$324K +$94.1K +411 +40%
PA
1339
Procyon Advisors
Connecticut
$320K -$17.6K -77 -5%
ATIA
1340
American Trust Investment Advisors
New Hampshire
$320K – – –
MOS
1341
MGO One Seven
Ohio
$318K -$22K -96 -6%
PWA
1342
Providence Wealth Advisors
Illinois
$316K – – –
RZH
1343
Relyea Zuckerberg Hanson
Connecticut
$315K +$1.6K +7 +0.5%
HIS
1344
Harvest Investment Services
Illinois
$315K +$4.12K +18 +1%
SC
1345
Scholtz & Company
Connecticut
$315K +$95.5K +417 +43%
JWM
1346
JGP Wealth Management
Oregon
$314K +$54.3K +237 +20%
BA
1347
Ballast Advisors
Minnesota
$310K -$27.3K -119 -8%
WEC
1348
Winslow Evans & Crocker
Massachusetts
$309K -$916 -4 -0.3%
FFWA
1349
FRG Family Wealth Advisors
Washington
$308K – – –
KS
1350
Karpas Strategies
Connecticut
$305K – – –
52 53
54
55 56