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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
SFB
1551
STAR Financial Bank
Indiana
$369K +$382K +1,381 New
QFA
1552
Quantum Financial Advisors
California
$365K – – –
AIC
1553
Argus Investors Counsel
New York
$365K +$378K +1,368 New
FFWA
1554
FRG Family Wealth Advisors
Washington
$365K – – –
EF
1555
Empirical Finance
Pennsylvania
$363K +$53.9K +195 +17%
LFAS
1556
Level Four Advisory Services
Texas
$363K +$129K +466 +52%
VFA
1557
Voya Financial Advisors
Connecticut
$363K -$91.3K -330 -20%
GA
1558
Goldstein Advisors
Wisconsin
$362K +$375K +1,357 New
PWA
1559
Providence Wealth Advisors
Illinois
$361K – – –
FFA
1560
Farther Finance Advisors
California
$361K +$374K +1,352 New
WRM
1561
Weybosset Research & Management
Rhode Island
$360K – – –
WBG
1562
Wharton Business Group
Pennsylvania
$360K – – –
HCM
1563
Howland Capital Management
Massachusetts
$359K – – –
VT
1564
Vise Technologies
New York
$359K +$830 +3 +0.2%
WA
1565
Wealth Architects
California
$357K +$21.3K +77 +6%
CIM
1566
Contravisory Investment Management
Massachusetts
$357K +$49K +177 +15%
WWM
1567
Windsor Wealth Management
Indiana
$355K +$4.15K +15 +1%
HH
1568
Hilltop Holdings
Texas
$353K +$39K +141 +12%
AFM
1569
Andesa Financial Management
Pennsylvania
$352K -$152K -551 -29%
AC
1570
Avestar Capital
New York
$351K +$65.6K +237 +22%
XT
1571
XTX Topco
Cayman Islands
$346K +$359K +1,297 New
AI
1572
Accredited Investors
Minnesota
$344K -$2.21K -8 -0.6%
RWPA
1573
Richard W. Paul & Associates
Michigan
$341K +$354K +1,279 New
WTB
1574
Washington Trust Bank
Washington
$341K +$354K +1,279 New
NAS
1575
Nicolet Advisory Services
Wisconsin
$340K +$334K +1,209 New
61 62
63
64 65