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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
1501
FSM Wealth Advisors
Ohio
$867K +$28.8K +80 +3%
BIAS
1502
Beacon Investment Advisory Services
New Jersey
$864K -$85K -236 -9%
RCA
1503
Roberts Capital Advisors
Colorado
$864K – – –
EFG
1504
Embree Financial Group
Illinois
$862K – – –
CCM
1505
Causeway Capital Management
California
$862K +$882K +2,451 New
ECM
1506
ExodusPoint Capital Management
New York
$861K -$7.24M -20,104 -89%
PCP
1507
Proficio Capital Partners
Massachusetts
$861K +$284K +789 +48%
FHB
1508
First Hawaiian Bank
Hawaii
$860K +$111K +307 +14%
IWP
1509
Insight Wealth Partners
Texas
$858K +$4.68K +13 +0.5%
DMBA
1510
Deseret Mutual Benefit Administrators
Utah
$857K +$25.9K +72 +3%
SAG
1511
SageView Advisory Group
California
$855K +$281K +780 +47%
LAM
1512
L2 Asset Management
Massachusetts
$854K -$23.4K -65 -3%
MAM
1513
Marotta Asset Management
Virginia
$854K – – –
LCG
1514
Lakeshore Capital Group
Illinois
$853K +$872K +2,423 New
EFSCE
1515
Enterprise Financial Services Corp (EFSC)
Missouri
$845K +$34.2K +95 +4%
DLCIG
1516
D.L. Carlson Investment Group
New Hampshire
$843K -$36.7K -102 -4%
SFC
1517
SYM Financial Corp
Indiana
$843K +$643K +1,785 +293%
SPWG
1518
Syntegra Private Wealth Group
Missouri
$842K – – –
BWM
1519
Buckley Wealth Management
Nevada
$840K +$19.4K +54 +2%
HIP
1520
HUB Investment Partners
Texas
$839K +$581K +1,615 +209%
SSWG
1521
Seven Springs Wealth Group
Tennessee
$839K +$47.9K +133 +6%
JE
1522
JMAC Enterprises
Pennsylvania
$837K +$78.8K +219 +10%
GWP
1523
Gen-Wealth Partners
Michigan
$830K +$177K +493 +26%
WSWA
1524
Warren Street Wealth Advisors
California
$822K -$8.64K -24 -1%
OL
1525
Owen LaRue
Kentucky
$819K +$32.4K +90 +4%
59 60
61
62 63