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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
GF
1526
Gries Financial
Ohio
$694K +$730K +2,003 New
CP
1527
Camelot Portfolios
Ohio
$693K – – –
PWA
1528
Provenance Wealth Advisors
Florida
$693K +$328K +900 +82%
LOAMU
1529
Lombard Odier Asset Management (USA)
New York
$693K +$401K +1,100 +122%
CAM
1530
Cidel Asset Management
Ontario, Canada
$693K -$32.8K -90 -4%
LFAS
1531
Level Four Advisory Services
Texas
$691K – – –
FWM
1532
Forza Wealth Management
Florida
$690K -$27.3K -75 -4%
LFG
1533
Larson Financial Group
Missouri
$688K +$729 +2 +0.1%
LT
1534
Legacy Trust
Michigan
$688K +$15.3K +42 +2%
WAAG
1535
Wealth Alliance Advisory Group
Kansas
$686K +$69.6K +191 +11%
LJAC
1536
L.J. Altfest & Co
New York
$683K -$7.65K -21 -1%
SG
1537
StoneX Group
New York
$679K -$8.38K -23 -1%
SPC
1538
Spirepoint Private Client
Florida
$678K +$713K +1,957 New
SCA
1539
St. Clair Advisors
Ohio
$676K – – –
HCC
1540
Hirtle Callaghan & Co
Pennsylvania
$676K +$130K +358 +22%
TBWA
1541
Three Bridge Wealth Advisors
California
$672K -$459K -1,259 -39%
AA
1542
Auxano Advisors
Washington
$670K -$206K -564 -23%
TAM
1543
Tocqueville Asset Management
New York
$669K -$13.5K -37 -2%
MW
1544
Marcum Wealth
Ohio
$667K +$53.9K +148 +8%
AWP
1545
Accretive Wealth Partners
New Jersey
$666K +$8.02K +22 +1%
WDL
1546
Well Done LLC
Michigan
$666K +$28.1K +77 +4%
CF
1547
Copperwynd Financial
Arizona
$665K +$74.7K +205 +12%
BP
1548
BBR Partners
New York
$661K -$563K -1,546 -45%
RB
1549
Renasant Bank
Mississippi
$659K -$24.4K -67 -3%
APC
1550
Aspire Private Capital
North Carolina
$657K +$76.5K +210 +12%
60 61
62
63 64