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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1501
AdvisorShares Investments
Maryland
$493K +$522K +2,000 New
LFA
1502
Legacy Financial Advisors
Kentucky
$484K -$423K -1,622 -45%
CPA
1503
Capital Performance Advisors
California
$483K +$326K +1,249 +176%
JTWM
1504
Jackson Thornton Wealth Management
Alabama
$483K +$498K +1,909 New
NCM
1505
NCM Capital Management
New Jersey
$483K -$782 -3 -0.2%
RFG
1506
Range Financial Group
Oregon
$482K +$35.7K +137 +8%
CG
1507
Clifford Group
Massachusetts
$482K +$58.9K +226 +13%
KA
1508
Klingman & Associates
New York
$482K -$144K -552 -22%
PP
1509
Patron Partners
Texas
$482K -$26.3K -101 -5%
CGL
1510
Clarius Group LLC
Washington
$480K -$692K -2,652 -58%
BA
1511
Bridgewater Advisors
New York
$480K -$112K -431 -18%
CFG
1512
Cooper Financial Group
California
$479K +$202K +776 +66%
HWM
1513
Heirloom Wealth Management
Colorado
$479K +$261 +1 +0.1%
CS
1514
Cannell & Spears
New York
$478K -$274K -1,050 -35%
AC
1515
Avestar Capital
New York
$477K -$500K -1,916 -50%
WSWA
1516
Warren Street Wealth Advisors
California
$475K -$71.7K -275 -12%
AIP
1517
Almanack Investment Partners
Pennsylvania
$474K -$33.4K -128 -6%
PCM
1518
Polymer Capital Management
New York
$474K +$257K +987 +106%
BAM
1519
Berkshire Asset Management
Pennsylvania
$473K -$206K -790 -29%
MCI
1520
MRP Capital Investments
Georgia
$473K – – –
VFG
1521
Victory Financial Group
Texas
$472K -$94.1K -361 -16%
APW
1522
Austin Private Wealth
Texas
$471K +$2.35K +9 +0.5%
CFMC
1523
Curbstone Financial Management Corp
New Hampshire
$471K +$23.5K +90 +5%
WTB
1524
Washington Trust Bank
Washington
$470K -$39.6K -152 -7%
MSFS
1525
Main Street Financial Solutions
Pennsylvania
$468K +$33.9K +130 +7%
59 60
61
62 63