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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
1426
Keudell/Morrison Wealth Management
Oregon
$807K +$44.1K +144 +6%
ECA
1427
Elevated Capital Advisors
Utah
$807K +$115K +374 +16%
MSFS
1428
Main Street Financial Solutions
Pennsylvania
$807K -$3.06K -10 -0.4%
IWP
1429
Insight Wealth Partners
Texas
$806K -$138K -450 -14%
GWM
1430
GDS Wealth Management
Texas
$805K -$8.58K -28 -1%
DLCIG
1431
D.L. Carlson Investment Group
New Hampshire
$804K +$5.21K +17 +0.6%
EFG
1432
Everhart Financial Group
Ohio
$803K -$104K -338 -11%
LFAS
1433
Level Four Advisory Services
Texas
$801K +$206K +671 +34%
BSI
1434
Bennett Selby Investments
Maine
$799K -$3.98K -13 -0.5%
AWM
1435
Angeles Wealth Management
California
$799K -$36.1K -118 -4%
MGAM
1436
McGowan Group Asset Management
Texas
$798K – – –
EFG
1437
Embree Financial Group
Illinois
$797K -$12.3K -40 -2%
ERIC
1438
Eagle Rock Investment Company
Georgia
$796K -$9.8K -32 -1%
PPWP
1439
Premier Path Wealth Partners
New Jersey
$796K -$101K -330 -11%
IP
1440
Intellectus Partners
California
$796K -$79.3K -259 -9%
JWM
1441
JGP Wealth Management
Oregon
$795K +$43.2K +141 +6%
LAM
1442
Lakewood Asset Management
Illinois
$791K -$30.6K -100 -4%
VEA
1443
Virtus ETF Advisers
New York
$791K +$171K +557 +27%
DFG
1444
Delta Financial Group
New Jersey
$788K – – –
KCM
1445
Kathmere Capital Management
Pennsylvania
$788K +$340K +1,111 +75%
EI
1446
Ellevest Inc
New York
$785K -$3.06K -10 -0.4%
CFG
1447
Clayton Financial Group
Missouri
$780K – – –
AFWM
1448
AMJ Financial Wealth Management
Virginia
$779K -$287K -936 -27%
LCOV
1449
London Company of Virginia
Virginia
$779K – – –
KFI
1450
Key Financial Inc
Pennsylvania
$779K -$265K -865 -25%
56 57
58
59 60