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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
1476
D.J. St. Germain
Massachusetts
$790K -$69.2K -196 -7%
IP
1477
Intellectus Partners
California
$790K -$27.2K -77 -3%
NSIM
1478
North Star Investment Management
Illinois
$788K -$12.7K -36 -1%
CC
1479
Callan Capital
California
$788K +$6.36K +18 +0.7%
EI
1480
Ellevest Inc
New York
$788K -$95.4K -270 -10%
SPF
1481
South Plains Financial
Texas
$785K -$20.1K -57 -2%
TBWA
1482
Three Bridge Wealth Advisors
California
$780K +$6.71K +19 +0.8%
SPC
1483
Sigma Planning Corp
Michigan
$780K -$8.83K -25 -1%
AO
1484
Advisor OS
Illinois
$776K -$7.06K -20 -0.8%
DIP
1485
DT Investment Partners
Pennsylvania
$771K -$210K -596 -19%
LCG
1486
Lakeshore Capital Group
Illinois
$770K +$16.2K +46 +2%
WAOTB
1487
Wealth Advisors of Tampa Bay
Florida
$768K +$869K +2,460 New
RCA
1488
Roberts Capital Advisors
Colorado
$766K – – –
JSSH
1489
J. Safra Sarasin Holding
$761K -$198K -560 -19%
IWP
1490
Insight Wealth Partners
Texas
$760K -$1.77K -5 -0.2%
CAM
1491
Cidel Asset Management
Ontario, Canada
$760K +$38.5K +109 +5%
UBG
1492
United Bank (Georgia)
Georgia
$758K +$858K +2,430 New
OC
1493
Oarsman Capital
Wisconsin
$756K -$26.1K -74 -3%
CIS
1494
Custom Index Systems
New York
$756K +$855K +2,422 New
IFG
1495
Independent Financial Group
California
$750K -$29.7K -84 -3%
BWM
1496
Buckley Wealth Management
Nevada
$744K -$1.41K -4 -0.2%
BW
1497
BXM Wealth
Colorado
$742K +$268K +759 +47%
AAP
1498
Arax Advisory Partners
Colorado
$740K -$355K -1,004 -30%
EFSCE
1499
Enterprise Financial Services Corp (EFSC)
Missouri
$734K -$18K -51 -2%
WWM
1500
Western Wealth Management
Colorado
$733K +$308K +871 +59%
58 59
60
61 62