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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
LG
1401
LaFleur & Godfrey
Michigan
$677K +$165K +524 +31%
GWA
1402
GGM Wealth Advisors
Maryland
$676K – – –
JE
1403
JMAC Enterprises
Pennsylvania
$676K +$209K +662 +43%
WA1
1404
Wimmer Associates 1
California
$670K +$14.2K +45 +2%
DFCM
1405
Dark Forest Capital Management
Puerto Rico
$666K -$37.8K -120 -5%
EFG
1406
Everhart Financial Group
Ohio
$664K +$69K +219 +11%
CFP
1407
Catalyst Financial Partners
Massachusetts
$662K +$96.7K +307 +17%
CWM
1408
Circle Wealth Management
New Jersey
$661K +$10.4K +33 +2%
MAM
1409
Morse Asset Management
Connecticut
$660K +$61.4K +195 +10%
TFA
1410
Transamerica Financial Advisors
Florida
$659K -$43.2K -137 -6%
PCP
1411
Proficio Capital Partners
Massachusetts
$657K +$29.3K +93 +5%
AWP
1412
Accretive Wealth Partners
New Jersey
$652K +$28K +89 +4%
FWM
1413
Forza Wealth Management
Florida
$650K – – –
DF
1414
Donoghue Forlines
Massachusetts
$649K -$51.4K -163 -7%
CA
1415
Continuum Advisory
Idaho
$648K +$56.4K +179 +9%
LSPW
1416
Lake Street Private Wealth
Illinois
$646K -$69K -219 -9%
ACP
1417
Aveo Capital Partners
Colorado
$646K +$17K +54 +3%
IGWM
1418
ICA Group Wealth Management
Colorado
$646K -$34K -108 -5%
WTB
1419
Washington Trust Bank
Washington
$645K +$147K +466 +29%
MIA
1420
Milestone Investment Advisors
Wisconsin
$645K +$661K +2,099 New
LF
1421
Lantz Financial
Illinois
$643K +$11.3K +36 +2%
CG
1422
Clifford Group
Massachusetts
$641K -$76.6K -243 -10%
CCA
1423
Cobblestone Capital Advisors
New York
$637K – – –
PA
1424
Prossimo Advisors
California
$636K -$4.73K -15 -0.7%
CWM
1425
Cornerstone Wealth Management
Missouri
$636K +$368K +1,168 +130%
55 56
57
58 59