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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
FFWA
1526
FRG Family Wealth Advisors
Washington
$378K – – –
BHWM
1527
Beaird Harris Wealth Management
Texas
$377K -$85.9K -286 -17%
WWM
1528
Western Wealth Management
Colorado
$377K -$4.21K -14 -1%
C
1529
Certuity
Florida
$375K -$1.13M -3,770 -74%
WBG
1530
Wharton Business Group
Pennsylvania
$375K – – –
APA
1531
Astoria Portfolio Advisors
New York
$375K +$406K +1,350 New
QPW
1532
Quantum Private Wealth
Florida
$374K -$93.5K -311 -19%
NF
1533
NTB Financial
Colorado
$372K -$17.1K -57 -4%
CWP
1534
Curated Wealth Partners
California
$372K +$51.7K +172 +15%
WWM
1535
Windsor Wealth Management
Indiana
$371K -$1.37M -4,561 -77%
ACP
1536
Aveo Capital Partners
Colorado
$370K -$30.3K -101 -7%
FFC
1537
Fure Financial Corporation
Minnesota
$368K – – –
TWM
1538
Tradition Wealth Management
Minnesota
$368K – – –
TFCP
1539
Twin Focus Capital Partners
Massachusetts
$368K +$13.2K +44 +3%
RB
1540
Renasant Bank
Mississippi
$367K +$57.1K +190 +17%
SOS
1541
Silver Oak Securities
Tennessee
$365K -$88.3K -294 -19%
AWC
1542
Abundance Wealth Counselors
Pennsylvania
$365K -$13.2K -44 -3%
CL
1543
CPWM LLC
Washington
$364K +$114K +381 +41%
MCM
1544
Monument Capital Management
Virginia
$362K +$392K +1,304 New
AI
1545
Accredited Investors
Minnesota
$361K -$300 -1 -0.1%
CIP
1546
Convergence Investment Partners
Florida
$356K -$377K -1,254 -49%
SMA
1547
Sage Mountain Advisors
Georgia
$354K +$6.31K +21 +2%
SWM
1548
Silverlake Wealth Management
Vermont
$353K +$3K +10 +0.8%
OWM
1549
OneAscent Wealth Management
Alabama
$352K -$14.7K -49 -4%
RCWM
1550
Royal Capital Wealth Management
Indiana
$352K – – –
60 61
62
63 64