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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
1501
Sage Capital Advisors
South Dakota
$376K – – –
SPI
1502
Santori & Peters Inc
Pennsylvania
$375K – – –
EWM
1503
Elite Wealth Management
Washington
$374K +$8.78K +27 +2%
CWP
1504
Curated Wealth Partners
California
$373K – – –
SIM
1505
SSI Investment Management
California
$369K – – –
1WA
1506
180 Wealth Advisors
Washington
$366K +$1.3K +4 +0.4%
RWB
1507
RMR Wealth Builders
New Jersey
$365K – – –
BCM
1508
Buckhead Capital Management
Georgia
$363K -$32.5K -100 -8%
DI
1509
DFPG Investments
Utah
$362K +$15.9K +49 +5%
CG
1510
Clarus Group
Texas
$359K – – –
RBC
1511
Roble Belko & Company
Pennsylvania
$358K -$84.9K -261 -19%
TFF
1512
The Family Firm
Maryland
$357K -$13.3K -41 -4%
PGA
1513
Portland Global Advisors
Maine
$357K – – –
BFC
1514
Bedel Financial Consulting
Indiana
$356K – – –
SWM
1515
Soundmark Wealth Management
Washington
$352K -$27.6K -85 -7%
SEEDPG
1516
S.E.E.D. Planning Group
New York
$352K +$22.8K +70 +7%
RQS
1517
Ramsey Quantitative Systems
Kentucky
$352K +$358K +1,100 New
CG
1518
Cutler Group
California
$351K +$358K +1,100 New
PP
1519
PDS Planning
Ohio
$350K -$31.9K -98 -8%
PTC
1520
Philadelphia Trust Company
Pennsylvania
$350K – – –
RCG
1521
Rock Creek Group
District of Columbia
$347K -$200K -615 -36%
AWC
1522
Abundance Wealth Counselors
Pennsylvania
$347K -$15.6K -48 -4%
OFG
1523
Oxford Financial Group
Indiana
$346K -$73.2K -225 -17%
QCM
1524
Quest Capital Management
Texas
$346K -$651 -2 -0.2%
CWS
1525
Cypress Wealth Services
California
$345K -$31.2K -96 -8%
59 60
61
62 63