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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
HC
1501
Hoese & Co
Minnesota
$395K – – –
SFG
1502
SNS Financial Group
Minnesota
$395K +$7.21K +24 +2%
XF
1503
XML Financial
Maryland
$393K -$356K -1,186 -46%
OPA
1504
Old Port Advisors
Maine
$393K +$6.01K +20 +1%
NAG
1505
Northstar Advisory Group
New Jersey
$393K +$34.9K +116 +9%
CIC
1506
Chilton Investment Company
Connecticut
$390K -$1.16M -3,868 -73%
PCMC
1507
Paragon Capital Management (Colorado)
Colorado
$390K – – –
HIS
1508
Harvest Investment Services
Illinois
$389K +$1.2K +4 +0.3%
CFO
1509
CVA Family Office
Colorado
$389K +$36.1K +120 +9%
VBCG
1510
Valley Brook Capital Group
Pennsylvania
$388K – – –
SEEDPG
1511
S.E.E.D. Planning Group
New York
$388K +$75.7K +252 +22%
ME
1512
McIlrath & Eck
Washington
$388K +$420K +1,397 New
HNWA
1513
Henrickson Nauta Wealth Advisors
Michigan
$384K – – –
JIC
1514
Joel Isaacson & Co
New York
$380K – – –
GIP
1515
Greatmark Investment Partners
Georgia
$380K +$30K +100 +8%
PWA
1516
Providence Wealth Advisors
Illinois
$379K – – –
BOPW
1517
Brandywine Oak Private Wealth
Pennsylvania
$378K -$37.6K -125 -8%
FFWA
1518
FRG Family Wealth Advisors
Washington
$378K – – –
BHWM
1519
Beaird Harris Wealth Management
Texas
$377K -$85.9K -286 -17%
WWM
1520
Western Wealth Management
Colorado
$377K -$4.21K -14 -1%
C
1521
Certuity
Florida
$375K -$1.13M -3,770 -74%
WBG
1522
Wharton Business Group
Pennsylvania
$375K – – –
APA
1523
Astoria Portfolio Advisors
New York
$375K +$406K +1,350 New
QPW
1524
Quantum Private Wealth
Florida
$374K -$93.5K -311 -19%
NF
1525
NTB Financial
Colorado
$372K -$17.1K -57 -4%
59 60
61
62 63