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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
1551
Almanack Investment Partners
Pennsylvania
$789K – – –
RSWM
1552
Robertson Stephens Wealth Management
California
$789K -$297K -825 -27%
DWM
1553
DecisionMap Wealth Management
Virginia
$788K +$806K +2,240 New
AWP
1554
Accretive Wealth Partners
New Jersey
$785K +$8.64K +24 +1%
SC
1555
Sierra Capital
Florida
$784K – – –
DWG
1556
Darden Wealth Group
Michigan
$784K +$49K +136 +7%
IIM
1557
InTrack Investment Management
Vermont
$784K -$98.3K -273 -11%
BPW
1558
Bingham Private Wealth
California
$781K +$799K +2,220 New
WTB
1559
Washington Trust Bank
Washington
$781K – – –
ICM
1560
Intrepid Capital Management
Florida
$780K -$457K -1,270 -36%
NFC
1561
Northeast Financial Consultants
Connecticut
$779K – – –
CAG
1562
Csenge Advisory Group
Florida
$773K -$329K -915 -29%
SWA
1563
SFMG Wealth Advisors
Texas
$772K -$9.72K -27 -1%
CWM
1564
Cornerstone Wealth Management
Missouri
$772K +$115K +319 +17%
OWCM
1565
One Wealth Capital Management
Arizona
$771K +$789K +2,192 New
CFO
1566
CVA Family Office
Colorado
$771K +$45K +125 +6%
TPM
1567
Triasima Portfolio Management
Quebec, Canada
$769K +$787K +2,187 New
CBTWT
1568
Community Bank & Trust (Waco, Texas)
Texas
$762K -$2.88K -8 -0.4%
EWM
1569
Evermay Wealth Management
Virginia
$760K -$53.3K -148 -6%
CCA
1570
Cobblestone Capital Advisors
New York
$756K +$3.96K +11 +0.5%
GAM
1571
Gould Asset Management
California
$753K +$46.8K +130 +6%
MGAM
1572
McGowan Group Asset Management
Texas
$752K – – –
WHCI
1573
W.H. Cornerstone Investments
Massachusetts
$752K +$188K +521 +32%
TFS
1574
Thoroughbred Financial Services
Tennessee
$748K -$6.48K -18 -0.8%
BAM
1575
Belpointe Asset Management
Nevada
$747K -$30.6K -85 -4%
61 62
63
64 65