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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1501
Merlin Capital
Rhode Island
$506K -$12.8K -38 -2%
KFP
1502
KB Financial Partners
New Jersey
$506K +$174K +517 +53%
JGGDR
1503
JGP Global Gestao de Recursos
Brazil
$506K +$506K +1,500 New
SM
1504
SG3 Management
Puerto Rico
$506K +$506K +1,500 New
BOPW
1505
Brandywine Oak Private Wealth
Pennsylvania
$502K -$41.8K -124 -8%
CWG
1506
Cornerstone Wealth Group
North Carolina
$502K -$3.37K -10 -0.7%
NB
1507
NBT Bank
New York
$498K +$3.71K +11 +0.7%
AA
1508
Apriem Advisors
California
$498K +$8.09K +24 +2%
LCM
1509
Laurion Capital Management
New York
$498K +$498K +1,477 New
PAG
1510
Paladin Advisory Group
Iowa
$497K +$493K +1,461 New
KS
1511
Karpas Strategies
Connecticut
$491K – – –
TA
1512
Trellis Advisors
Washington
$486K +$1.01K +3 +0.2%
PWMG
1513
Prestige Wealth Management Group
New Jersey
$486K +$33.7K +100 +7%
PG
1514
Proffitt & Goodson
Tennessee
$486K +$486K +1,441 New
CWP
1515
Curated Wealth Partners
California
$485K – – –
AFAS
1516
Acorn Financial Advisory Services
Virginia
$484K -$3.04K -9 -0.6%
ACP
1517
Aveo Capital Partners
Colorado
$484K +$246K +729 +103%
BMO
1518
Beck Mack & Oliver
New York
$481K – – –
OPA
1519
Old Port Advisors
Maine
$480K +$43.5K +129 +10%
HC
1520
Hoese & Co
Minnesota
$479K – – –
MSFS
1521
Main Street Financial Solutions
Pennsylvania
$476K -$21.9K -65 -4%
PP
1522
PDS Planning
Ohio
$476K +$104K +307 +28%
PCMC
1523
Paragon Capital Management (Colorado)
Colorado
$473K – – –
HIS
1524
Harvest Investment Services
Illinois
$472K +$1.01K +3 +0.2%
VBCG
1525
Valley Brook Capital Group
Pennsylvania
$472K +$16.9K +50 +4%
59 60
61
62 63