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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
KS
1551
Karpas Strategies
Connecticut
$450K – – –
SIA
1552
SkyView Investment Advisors
New Jersey
$447K -$20.3K -70 -5%
GPA
1553
Guerra Pan Advisors
New Jersey
$446K – – –
SMA
1554
Seven Mile Advisory
New Jersey
$445K +$419K +1,443 New
PCMC
1555
Paragon Capital Management (Colorado)
Colorado
$443K -$25.3K -87 -6%
JSW
1556
Journey Strategic Wealth
New Jersey
$443K -$239K -821 -36%
PPW
1557
Parcion Private Wealth
Washington
$443K -$111K -383 -21%
D
1558
Diversified
Delaware
$442K -$16.6K -57 -4%
BMO
1559
Beck Mack & Oliver
New York
$440K – – –
VBCG
1560
Valley Brook Capital Group
Pennsylvania
$440K – – –
WMA
1561
West Michigan Advisors
Michigan
$440K +$202K +696 +95%
WAAG
1562
Wealth Alliance Advisory Group
Kansas
$440K +$414K +1,425 New
HIS
1563
Harvest Investment Services
Illinois
$438K +$1.45K +5 +0.4%
NRS
1564
Neville Rodie & Shaw
New York
$438K – – –
RCWM
1565
Royal Capital Wealth Management
Indiana
$438K – – –
AAM
1566
Aureus Asset Management
Massachusetts
$436K +$32K +110 +8%
SIC
1567
Samalin Investment Counsel
New York
$436K +$411K +1,413 New
FCA
1568
FinTrust Capital Advisors
South Carolina
$436K – – –
GFWA
1569
Grey Fox Wealth Advisors
Delaware
$436K -$168K -579 -29%
I
1570
InceptionR
California
$435K -$1.65M -5,679 -80%
BBNB
1571
Baker Boyer National Bank
Washington
$435K – – –
KFP
1572
KB Financial Partners
New Jersey
$435K -$27K -93 -6%
FWM
1573
FFT Wealth Management
Pennsylvania
$433K +$50.6K +174 +14%
FFA
1574
Founders Financial Alliance
North Carolina
$433K +$129K +443 +46%
CL
1575
Choreo LLC
Illinois
$431K -$27K -93 -6%
61 62
63
64 65