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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1501
Prossimo Advisors
California
$741K +$13.5K +42 +2%
CFO
1502
CVA Family Office
Colorado
$741K +$44.2K +137 +7%
PTP
1503
Platform Technology Partners
New York
$733K +$42.2K +131 +7%
CAM
1504
Cidel Asset Management
Ontario, Canada
$733K +$673K +2,088 New
DMBA
1505
Deseret Mutual Benefit Administrators
Utah
$732K -$240K -744 -26%
CG
1506
Clifford Group
Massachusetts
$732K -$645 -2 -0.1%
PG
1507
Patten Group
Tennessee
$730K -$45.1K -140 -6%
WWP
1508
WR Wealth Planners
Missouri
$730K +$60K +186 +10%
RIA
1509
Regal Investment Advisors
Michigan
$729K +$29K +90 +5%
CCA
1510
Cobblestone Capital Advisors
New York
$728K – – –
FWM
1511
Forza Wealth Management
Florida
$725K -$16.1K -50 -2%
GL
1512
Gerber LLC
Ohio
$723K +$664K +2,059 New
HH
1513
Hilltop Holdings
Texas
$721K +$30.6K +95 +5%
AIP
1514
Almanack Investment Partners
Pennsylvania
$719K – – –
LAM
1515
L2 Asset Management
Massachusetts
$715K +$583K +1,809 +790%
CA
1516
Continuum Advisory
Idaho
$713K -$25.5K -79 -4%
CP
1517
Castleview Partners
Texas
$713K +$967 +3 +0.1%
KIA
1518
KLR Investment Advisors
Rhode Island
$713K +$99.6K +309 +18%
BZWA
1519
Blue Zone Wealth Advisors
California
$713K – – –
ARG
1520
Advisory Resource Group
Oklahoma
$708K -$11.6K -36 -2%
MCM
1521
Magnolia Capital Management
New York
$706K – – –
IFWM
1522
Institute for Wealth Management
Colorado
$705K -$3.87K -12 -0.6%
EWM
1523
EPG Wealth Management
Georgia
$704K +$36.8K +114 +6%
CP
1524
Camelot Portfolios
Ohio
$702K – – –
LJAC
1525
L.J. Altfest & Co
New York
$699K -$7.42K -23 -1%
59 60
61
62 63