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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1501
Howland Capital Management
Massachusetts
$500K -$4.07K -14 -0.9%
IA
1502
Insight Advisors
Pennsylvania
$498K +$86.6K +298 +23%
HBCM
1503
Heron Bay Capital Management
Michigan
$495K -$23K -79 -5%
KWA
1504
Kingswood Wealth Advisors
California
$495K +$466K +1,605 New
BA
1505
Ballast Advisors
Minnesota
$493K +$127K +436 +37%
WA
1506
WBH Advisory
Maryland
$493K -$40.1K -138 -8%
MWPCG
1507
Measured Wealth Private Client Group
New Hampshire
$492K – – –
AO
1508
Advisor OS
Illinois
$491K +$23K +79 +5%
MCI
1509
MRP Capital Investments
Georgia
$488K +$460K +1,582 New
STC
1510
Sarah T. Connolly
$484K -$29.1K -100 -6%
SEEDPG
1511
S.E.E.D. Planning Group
New York
$484K -$12.2K -42 -3%
SIM
1512
Studio Investment Management
Illinois
$484K -$5.81K -20 -1%
LP
1513
LGL Partners
Pennsylvania
$484K +$93K +320 +26%
NAS
1514
Nicolet Advisory Services
Wisconsin
$482K +$52K +179 +13%
TCOT
1515
Trust Company of Toledo
Ohio
$481K -$87.2K -300 -16%
SWM
1516
SeaCrest Wealth Management
New York
$480K +$3.2K +11 +0.7%
TCM
1517
Tanaka Capital Management
New York
$480K -$5.23K -18 -1%
SAA
1518
Southeast Asset Advisors
Georgia
$479K – – –
SPC
1519
Sigma Planning Corp
Michigan
$477K -$1.43M -4,931 -76%
JE
1520
JMAC Enterprises
Pennsylvania
$475K +$16.9K +58 +4%
AAS
1521
Ameritas Advisory Services
Nebraska
$474K -$169K -582 -27%
MWA
1522
Meridian Wealth Advisors
Texas
$473K +$2.33K +8 +0.5%
NAM
1523
NTV Asset Management
West Virginia
$472K -$24.7K -85 -5%
WAP
1524
Wealthcare Advisory Partners
Pennsylvania
$470K +$16.3K +56 +4%
TA
1525
Trellis Advisors
Washington
$469K -$291 -1 -0.1%
59 60
61
62 63