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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
SDWMA
1426
Schneider Downs Wealth Management Advisors
Pennsylvania
$454K -$52K -180 -9%
EWA
1427
EverSource Wealth Advisors
Alabama
$454K +$82.4K +285 +19%
WAG
1428
Winthrop Advisory Group
Massachusetts
$453K +$7.22K +25 +1%
CWP
1429
Curated Wealth Partners
California
$453K +$121K +418 +31%
CG
1430
Carmignac Gestion
France
$452K -$146K -504 -22%
KFP
1431
KB Financial Partners
New Jersey
$452K +$71.7K +248 +16%
GG
1432
Gleason Group
Kentucky
$451K +$1.73K +6 +0.3%
GD
1433
Grandfield & Dodd
New York
$450K – – –
CF
1434
Copperwynd Financial
Arizona
$449K -$20.2K -70 -4%
STC
1435
Sarah T. Connolly
$449K – – –
AIA
1436
Affinity Investment Advisors
California
$446K – – –
BHBT
1437
Burke & Herbert Bank & Trust
Virginia
$443K – – –
MWA
1438
Meridian Wealth Advisors
Texas
$442K +$289 +1 +0.1%
NRI
1439
NFP Retirement Inc
California
$442K -$867 -3 -0.2%
CS
1440
Cannell & Spears
New York
$441K – – –
RB
1441
Rodgers Brothers
Pennsylvania
$441K – – –
LJAC
1442
L.J. Altfest & Co
New York
$437K +$11.6K +40 +2%
AWP
1443
Accretive Wealth Partners
New Jersey
$437K +$31.2K +108 +7%
AA
1444
Alta Advisers
United Kingdom
$437K +$491K +1,700 New
AO
1445
Advisor OS
Illinois
$436K +$57.2K +198 +13%
SIM
1446
Studio Investment Management
Illinois
$435K -$43.6K -151 -8%
VFA
1447
Voya Financial Advisors
Connecticut
$434K +$53.5K +185 +12%
ACM
1448
AUA Capital Management
Pennsylvania
$433K -$116K -400 -19%
FL
1449
Fort LP
Maryland
$432K -$295K -1,020 -38%
PWP
1450
Perfromance Wealth Partners
Illinois
$432K – – –
56 57
58
59 60