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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
WDG
1401
Wealth Dimensions Group
Ohio
$521K +$113K +409 +27%
BZWA
1402
Blue Zone Wealth Advisors
California
$520K – – –
SL
1403
Sonnipe Ltd
Isle Of Man
$518K +$537K +1,943 New
UAML
1404
US Asset Management LLC
Pennsylvania
$517K +$536K +1,936 New
WIA
1405
World Investment Advisors
California
$515K -$8.57K -31 -2%
MA
1406
MJP Associates
Connecticut
$514K +$2.21K +8 +0.4%
MCC
1407
Money Concepts Capital
Florida
$514K +$215K +777 +68%
CFO
1408
CVA Family Office
Colorado
$512K +$101K +365 +23%
CGA
1409
Crescent Grove Advisors
Illinois
$510K -$5.53K -20 -1%
AWA
1410
Arkadios Wealth Advisors
Georgia
$509K +$5.26K +19 +1%
OIS
1411
Okabena Investment Services
Minnesota
$509K -$1.46M -5,275 -73%
WMC
1412
Westwood Management Corporation
Illinois
$507K – – –
CWP
1413
Curated Wealth Partners
California
$506K +$38.2K +138 +8%
TA
1414
TFG Advisers
Michigan
$506K +$9.4K +34 +2%
FNBOSM
1415
First National Bank of South Miami
Florida
$504K -$37.3K -135 -7%
TFS
1416
Thoroughbred Financial Services
Tennessee
$504K +$553 +2 +0.1%
WDL
1417
Well Done LLC
Michigan
$504K -$46.7K -169 -8%
AFWM
1418
AMJ Financial Wealth Management
Virginia
$504K -$18K -65 -3%
AO
1419
Advisor OS
Illinois
$503K +$51.7K +187 +11%
RSWM
1420
Robertson Stephens Wealth Management
California
$502K +$1.11K +4 +0.2%
KCM
1421
Kornitzer Capital Management
Kansas
$500K -$270K -975 -34%
AWM
1422
Accurate Wealth Management
Florida
$500K +$503K +1,819 New
FBFS
1423
First Business Financial Services
Wisconsin
$500K – – –
SB
1424
Strategic Blueprint
Georgia
$500K +$8.3K +30 +2%
AAP
1425
Arax Advisory Partners
Colorado
$499K -$1.11K -4 -0.2%
55 56
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58 59