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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
TFF
1501
The Family Firm
Maryland
$272K +$37.4K +156 +17%
BRWM
1502
B. Riley Wealth Management
Tennessee
$271K -$209K -871 -46%
PFG
1503
PAX Financial Group
Texas
$271K +$249K +1,038 New
COF
1504
Capital One Financial
Virginia
$269K -$641K -2,672 -72%
W
1505
WealthStone
Ohio
$269K +$247K +1,030 New
QCIG
1506
Quad-Cities Investment Group
Iowa
$268K – – –
LS
1507
Leelyn Smith
Illinois
$266K -$25.2K -105 -9%
GLLW
1508
Graves Light Lenhart Wealth
Virginia
$263K -$4.32K -18 -2%
CWP
1509
CFM Wealth Partners
Texas
$263K – – –
BOPW
1510
Brandywine Oak Private Wealth
Pennsylvania
$262K +$1.2K +5 +0.5%
KA
1511
KLCM Advisors
Wisconsin
$261K – – –
RC
1512
RBF Capital
California
$261K – – –
9WM
1513
9258 Wealth Management
Ohio
$261K +$12.5K +52 +5%
WOSD
1514
WFA of San Diego
California
$261K +$151K +630 New
SC
1515
Shay Capital
New York
$261K +$240K +1,000 New
WTFG
1516
Wells Trecaso Financial Group
Ohio
$260K – – –
BEAM
1517
Baker Ellis Asset Management
Washington
$259K – – –
CSPIA
1518
Cary Street Partners Investment Advisory
Virginia
$259K +$187K +780 +370%
BFG
1519
Barber Financial Group
Kansas
$259K +$237K +990 New
TA
1520
TFG Advisers
Michigan
$259K +$238K +992 New
AP
1521
Adero Partners
California
$258K +$237K +988 New
ACM
1522
Alta Capital Management
Utah
$257K -$236K -985 -50%
ONST
1523
Old North State Trust
North Carolina
$254K +$114K +477 +96%
CCP
1524
Cardan Capital Partners
Colorado
$253K -$36K -150 -13%
PWM
1525
Palumbo Wealth Management
New York
$253K +$232K +969 New
59 60
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62 63