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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1426
Goldstein Advisors
Wisconsin
$266K +$371K +2,136 New
PCMF
1427
Private Capital Management (Florida)
Florida
$265K – – –
KA
1428
Klingman & Associates
New York
$265K +$78.3K +451 +27%
AIC
1429
Argus Investors Counsel
New York
$263K +$367K +2,115 New
PWM
1430
Prentice Wealth Management
New York
$263K -$4.69K -27 -1%
FFS
1431
Flavin Financial Services
Florida
$262K +$366K +2,108 New
BWM
1432
Baron Wealth Management
Michigan
$261K +$364K +2,099 New
BWM
1433
BlackDiamond Wealth Management
New York
$259K +$253K +1,455 New
TCOTS
1434
Trust Company of the South
North Carolina
$258K -$192K -1,105 -35%
APWM
1435
Argonautica Private Wealth Management
Massachusetts
$257K -$1.75M -10,074 -83%
GL
1436
Gerber LLC
Ohio
$256K – – –
WPA
1437
West Paces Advisors
Georgia
$256K -$10.6K -61 -3%
LPT
1438
Legacy Private Trust
Wisconsin
$255K -$351K -2,020 -50%
3IP
1439
3Chopt Investment Partners
Virginia
$254K +$138K +793 +64%
HBT
1440
Heartland Bank & Trust
Illinois
$253K -$36.6K -211 -9%
AF
1441
Advisornet Financial
Minnesota
$253K +$20.7K +119 +6%
TPA
1442
Trivium Point Advisory
Connecticut
$253K +$52.1K +300 +17%
CJ
1443
Caitlin John
Michigan
$252K +$69.8K +402 +25%
RI
1444
Rinkey Investments
California
$252K -$128K -738 -27%
LAM
1445
Lifestyle Asset Management
Texas
$251K +$350K +2,018 New
CA
1446
Continuum Advisory
Idaho
$251K +$172K +993 +97%
WC
1447
Waterloo Capital
Texas
$250K -$79K -455 -18%
GWM
1448
Greenwich Wealth Management
Connecticut
$250K +$49.3K +284 +16%
RWA
1449
River Wealth Advisors
Pennsylvania
$250K -$12.9M -74,197 -97%
MCM
1450
Magnolia Capital Management
New York
$249K -$9.2K -53 -3%
56 57
58
59 60