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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1426
Acima Private Wealth
Virginia
$874K – – –
NCM
1427
Northside Capital Management
Oregon
$874K +$353 +1 +0%
MSR
1428
Main Street Research
Connecticut
$873K -$28.3K -80 -3%
PPWP
1429
Premier Path Wealth Partners
New Jersey
$870K -$42K -119 -4%
MAM
1430
Marotta Asset Management
Virginia
$865K – – –
WAAG
1431
Wealth Alliance Advisory Group
Kansas
$862K +$976K +2,763 New
CMANY
1432
Capital Management Associates (New York)
New York
$858K – – –
BCMLT
1433
Beacon Capital Management LLC (Tennessee)
Tennessee
$854K +$797K +2,258 +472%
SAG
1434
SageView Advisory Group
California
$854K +$108K +307 +13%
AFG
1435
Atomi Financial Group
New York
$850K -$41K -116 -4%
SFS
1436
Security Financial Services
Indiana
$847K +$71.7K +203 +8%
BOTPPF
1437
Board of the Pension Protection Fund
United Kingdom
$843K +$954K +2,700 New
GWP
1438
Gen-Wealth Partners
Michigan
$842K +$120K +340 +14%
SWM
1439
SeaCrest Wealth Management
New York
$840K +$68.5K +194 +8%
RC
1440
Reik & Co
New York
$839K – – –
IFWM
1441
Institute for Wealth Management
Colorado
$834K – – –
BAM
1442
Berkshire Asset Management
Pennsylvania
$832K -$84.1K -238 -8%
LAM
1443
L2 Asset Management
Massachusetts
$831K +$83.3K +236 +10%
AF
1444
Alerus Financial
North Dakota
$831K -$12.4K -35 -1%
CIC
1445
Chilton Investment Company
Connecticut
$830K +$27.5K +78 +3%
PI
1446
PFG Investments
New York
$830K -$341K -966 -27%
WAG
1447
Wallace Advisory Group
California
$828K -$67.1K -190 -7%
CL
1448
CVFG LLC
Indiana
$828K -$21.5K -61 -2%
CCP
1449
Clarkston Capital Partners
Michigan
$827K -$35.3K -100 -4%
SFM
1450
Signet Financial Management
New Jersey
$823K +$932K +2,638 New
56 57
58
59 60