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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
1451
Gleason Group
Kentucky
$505K +$1.91K +7 +0.4%
WAG
1452
Winthrop Advisory Group
Massachusetts
$503K – – –
NRI
1453
NFP Retirement Inc
California
$500K +$2.73K +10 +0.6%
CF
1454
Copperwynd Financial
Arizona
$498K +$55.1K +202 +13%
WA
1455
WBH Advisory
Maryland
$496K +$473K +1,735 New
HC
1456
Hamilton Capital
Ohio
$492K -$39.5K -145 -8%
BHBT
1457
Burke & Herbert Bank & Trust
Virginia
$492K – – –
BO
1458
Bank OZK
Arkansas
$492K +$33K +121 +8%
OIS
1459
Okabena Investment Services
Minnesota
$488K -$54.5K -200 -10%
GWANC
1460
Guardian Wealth Advisors (North Carolina)
North Carolina
$487K +$78.8K +289 +20%
AA
1461
Alta Advisers
United Kingdom
$486K – – –
EFG
1462
Everhart Financial Group
Ohio
$486K -$179K -655 -28%
GD
1463
Grandfield & Dodd
New York
$485K – – –
MA
1464
MONECO Advisors
Connecticut
$484K +$231K +846 +100%
RB
1465
Rodgers Brothers
Pennsylvania
$484K -$5.45K -20 -1%
BBW
1466
Blue Barn Wealth
Utah
$484K +$198K +726 +75%
HBCM
1467
Heron Bay Capital Management
Michigan
$481K +$55.9K +205 +14%
ACM
1468
AUA Capital Management
Pennsylvania
$481K – – –
PWP
1469
Perfromance Wealth Partners
Illinois
$480K – – –
STC
1470
Sarah T. Connolly
$477K – – –
WTB
1471
Washington Trust Bank
Washington
$475K +$105K +384 +30%
SIM
1472
Stratos Investment Management
Ohio
$474K +$453K +1,660 New
CFO
1473
CVA Family Office
Colorado
$471K -$74.4K -273 -14%
OWP
1474
Obermeyer Wealth Partners
Colorado
$471K -$50.7K -186 -10%
HCM
1475
Howland Capital Management
Massachusetts
$467K +$79.1K +290 +22%
57 58
59
60 61