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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1476
Prestige Wealth Management Group
New Jersey
$332K +$13.7K +53 +5%
CWP
1477
Curated Wealth Partners
California
$331K – – –
PGA
1478
Portland Global Advisors
Maine
$331K – – –
IPW
1479
IronBridge Private Wealth
Texas
$331K +$517 +2 +0.2%
WCWM
1480
Willow Creek Wealth Management
California
$330K – – –
POIA
1481
Pin Oak Investment Advisors
Texas
$327K -$76.3K -295 -20%
W
1482
WealthStone
Ohio
$326K +$39.5K +153 +15%
SPI
1483
Santori & Peters Inc
Pennsylvania
$324K – – –
CFA
1484
Capstone Financial Advisors
Illinois
$324K +$3.62K +14 +1%
TFCP
1485
Twin Focus Capital Partners
Massachusetts
$323K +$258 +1 +0.1%
FNBOH
1486
First National Bank of Hutchinson
Kansas
$323K +$302K +1,168 New
HC
1487
Hamilton Capital
Ohio
$322K +$9.3K +36 +3%
SIM
1488
SSI Investment Management
California
$321K – – –
CFO
1489
CVA Family Office
Colorado
$320K +$140K +540 +87%
JIC
1490
Joel Isaacson & Co
New York
$319K +$16.3K +63 +6%
NAG
1491
Northstar Advisory Group
New Jersey
$318K -$6.46K -25 -2%
LJHT
1492
Laurie J. Hall Trustee
$318K – – –
CFC
1493
Coyle Financial Counsel
Illinois
$318K +$297K +1,150 New
SOW
1494
State of Wyoming
Wyoming
$318K +$297K +1,150 New
SCA
1495
Sage Capital Advisors
South Dakota
$317K +$2.84K +11 +1%
SG
1496
StoneX Group
New York
$316K -$20.7K -80 -7%
SNT
1497
Security National Trust
West Virginia
$316K – – –
TA
1498
TFG Advisers
Michigan
$316K +$39K +151 +15%
SAM
1499
Strategy Asset Managers
California
$313K +$1.03K +4 +0.4%
BFC
1500
Bedel Financial Consulting
Indiana
$311K +$3.62K +14 +1%
58 59
60
61 62