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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1451
Herold Advisors
New York
$828K – – –
AIA
1452
Angeles Investment Advisors
California
$828K +$11.3K +35 +2%
SPWG
1453
Syntegra Private Wealth Group
Missouri
$828K +$20.6K +64 +3%
NCM
1454
NCM Capital Management
New Jersey
$827K -$136K -421 -15%
AP
1455
Americana Partners
Texas
$825K -$585K -1,816 -44%
RFG
1456
Range Financial Group
Oregon
$822K -$15.5K -48 -2%
OWA
1457
Outlook Wealth Advisors
Texas
$822K -$154K -477 -17%
GWA
1458
GGM Wealth Advisors
Maryland
$816K – – –
AIM
1459
Alhambra Investment Management
Florida
$810K -$9.67K -30 -1%
SIG
1460
Spinnaker Investment Group
California
$806K -$16.1K -50 -2%
AC
1461
Avestar Capital
New York
$806K +$139K +432 +23%
PAM
1462
Peak Asset Management
Colorado
$804K +$3.87K +12 +0.5%
AAM
1463
Aureus Asset Management
Massachusetts
$803K +$9.67K +30 +1%
CFP
1464
Catalyst Financial Partners
Massachusetts
$802K +$41.3K +128 +6%
CBTWT
1465
Community Bank & Trust (Waco, Texas)
Texas
$801K +$121K +376 +20%
WA1
1466
Wimmer Associates 1
California
$800K +$32.2K +100 +5%
LWL
1467
Leo Wealth LLC
Texas
$798K +$723K +2,244 New
JWM
1468
Janiczek Wealth Management
Colorado
$798K +$68.3K +212 +10%
AAP
1469
Arax Advisory Partners
Colorado
$797K +$79.6K +247 +12%
FWA
1470
FSM Wealth Advisors
Ohio
$796K +$5.48K +17 +0.8%
ACP
1471
Aveo Capital Partners
Colorado
$794K +$51.6K +160 +8%
UCB
1472
United Community Bank
South Carolina
$794K -$8.38K -26 -1%
LB
1473
Legacy Bridge
Iowa
$792K – – –
AWM
1474
Accurate Wealth Management
Florida
$784K +$7.09K +22 +1%
SFS
1475
Security Financial Services
Indiana
$784K +$2.26K +7 +0.3%
57 58
59
60 61