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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
LCG
1401
Lakeshore Capital Group
Illinois
$863K +$127K +417 +17%
EFG
1402
Everhart Financial Group
Ohio
$857K -$338K -1,110 -28%
MFS
1403
Mattson Financial Services
Michigan
$855K -$2.13K -7 -0.2%
SCI
1404
Stableford Capital II
Arizona
$851K +$915K +3,005 New
CF
1405
Convergence Financial
Missouri
$845K +$277K +909 +47%
LAM
1406
L2 Asset Management
Massachusetts
$839K +$44.2K +145 +5%
NCM
1407
Northside Capital Management
Oregon
$837K – – –
APW
1408
Acima Private Wealth
Virginia
$837K – – –
ATC
1409
Adirondack Trust Company
New York
$837K -$62.1K -204 -7%
PFA
1410
Pure Financial Advisors
California
$837K +$150K +494 +21%
IPW
1411
Impact Partnership Wealth
Georgia
$833K +$240K +787 +39%
ADL
1412
Asset Dedication LLC
California
$832K -$14.9K -49 -2%
DC
1413
DeDora Capital
California
$830K -$135K -443 -14%
DIP
1414
DT Investment Partners
Pennsylvania
$828K +$91.4K +300 +12%
MC
1415
Machina Capital
France
$825K -$764K -2,510 -48%
TI
1416
Truepoint Inc
Ohio
$823K -$132K -434 -14%
CMANY
1417
Capital Management Associates (New York)
New York
$822K – – –
IPAM
1418
Investment Partners Asset Management
New Jersey
$815K +$183K +602 +28%
TTIC
1419
Tower Trust & Investment Company
Iowa
$814K +$6.4K +21 +0.8%
BAM
1420
Berkshire Asset Management
Pennsylvania
$810K +$3.05K +10 +0.4%
BCMLT
1421
Beacon Capital Management LLC (Tennessee)
Tennessee
$808K -$10.1K -33 -1%
DW30
1422
Drucker Wealth 3.0
New Jersey
$807K +$531K +1,744 +180%
CFP
1423
Catalyst Financial Partners
Massachusetts
$806K -$58.5K -192 -7%
RC
1424
Reik & Co
New York
$804K – – –
PPWP
1425
Premier Path Wealth Partners
New Jersey
$801K -$33.5K -110 -4%
55 56
57
58 59