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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
DWG
1526
Darden Wealth Group
Michigan
$635K -$104K -339 -14%
LGA
1527
Lebenthal Global Advisors
New York
$634K +$67.7K +221 +12%
MI
1528
Motiv8 Investments
Florida
$632K +$127K +413 +25%
MC
1529
Maverick Capital
Texas
$632K +$265K +866 +71%
FAFN
1530
First Affirmative Financial Network
Colorado
$629K +$192K +627 +43%
VC
1531
Veracity Capital
Georgia
$629K -$304K -993 -32%
SI
1532
Seeds Investor
New York
$625K -$189K -618 -23%
CWM
1533
Circle Wealth Management
New Jersey
$624K -$117K -381 -16%
RI
1534
Rinkey Investments
California
$624K – – –
OTL
1535
Oak Thistle LLC
New York
$619K +$625K +2,040 New
BZWA
1536
Blue Zone Wealth Advisors
California
$617K – – –
NIMI
1537
Natixis Investment Managers International
France
$615K -$31.1M -101,438 -98%
CCS
1538
Concentric Capital Strategies
Connecticut
$615K -$3.6M -11,751 -85%
PSP
1539
Principal Street Partners
Tennessee
$613K +$9.5K +31 +2%
MCM
1540
Magnolia Capital Management
New York
$610K – – –
CC
1541
Callan Capital
California
$609K +$66.8K +218 +12%
NCFG
1542
New Century Financial Group
New Jersey
$608K +$416K +1,358 +210%
CP
1543
Camelot Portfolios
Ohio
$607K – – –
MW
1544
Marcum Wealth
Ohio
$606K +$22.1K +72 +4%
WTB
1545
Washington Trust Bank
Washington
$605K -$133K -433 -18%
PTP
1546
Platform Technology Partners
New York
$605K +$611K +1,994 New
WA1
1547
Wimmer Associates 1
California
$604K -$93.4K -305 -13%
RMCM
1548
Reynders McVeigh Capital Management
Massachusetts
$599K -$59.1K -193 -9%
SAI
1549
Savvy Advisors Inc
New York
$598K +$267K +871 +79%
AWM
1550
Accurate Wealth Management
Florida
$597K +$13.5K +44 +2%
60 61
62
63 64