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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1351
Callan Family Office
Pennsylvania
$609K +$632K +2,284 New
GAG
1352
GM Advisory Group
New York
$606K – – –
LB
1353
Legacy Bridge
Iowa
$602K +$25.2K +91 +4%
LC
1354
Lindbrook Capital
California
$596K +$90.5K +327 +17%
BCM
1355
Brookstone Capital Management
Illinois
$596K -$97.9K -354 -14%
GWA
1356
GGM Wealth Advisors
Maryland
$592K – – –
DWA
1357
Delap Wealth Advisory
Oregon
$589K +$611K +2,209 New
APC
1358
Aspire Private Capital
North Carolina
$583K +$6.64K +24 +1%
CIP
1359
Convergence Investment Partners
Florida
$582K +$266K +960 +79%
SG
1360
StoneX Group
New York
$579K -$33.2K -120 -5%
HCM
1361
Highview Capital Management
Illinois
$579K -$51.2K -185 -8%
WEG
1362
World Equity Group
Illinois
$577K +$3.87K +14 +0.7%
PFG
1363
PAX Financial Group
Texas
$576K -$76.9K -278 -11%
LF
1364
Lantz Financial
Illinois
$576K +$2.21K +8 +0.4%
DWP
1365
Daymark Wealth Partners
Ohio
$575K +$596K +2,156 New
CBTWT
1366
Community Bank & Trust (Waco, Texas)
Texas
$575K +$68K +246 +13%
IGWM
1367
ICA Group Wealth Management
Colorado
$571K -$184K -666 -24%
NFC
1368
Northeast Financial Consultants
Connecticut
$570K – – –
WA1
1369
Wimmer Associates 1
California
$570K – – –
RB
1370
Renasant Bank
Mississippi
$570K +$27.4K +99 +5%
PA
1371
Prossimo Advisors
California
$569K +$590K +2,134 New
NS
1372
Newman & Schimel
Illinois
$568K – – –
CS
1373
Cannell & Spears
New York
$567K +$113K +410 +24%
SXL
1374
Summit X LLC
Missouri
$561K -$18.5K -67 -3%
GA
1375
Geller Advisors
New York
$557K -$86K -311 -13%
53 54
55
56 57