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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1551
HHM Wealth Advisors
Tennessee
$658K -$3.53K -10 -0.5%
BWM
1552
BankPlus Wealth Management
Mississippi
$658K +$22.6K +64 +3%
SB
1553
Strategic Blueprint
Georgia
$652K -$203K -575 -22%
TA
1554
Tectonic Advisors
Texas
$648K – – –
NSAM
1555
North Star Asset Management
Wisconsin
$648K – – –
NAS
1556
Nicolet Advisory Services
Wisconsin
$647K -$74.5K -211 -9%
SI
1557
Seeds Investor
New York
$645K -$80.5K -228 -10%
FIA
1558
Foundations Investment Advisors
Arizona
$644K -$23.4M -66,180 -97%
JIC
1559
Joel Isaacson & Co
New York
$641K – – –
PSP
1560
Principal Street Partners
Tennessee
$640K -$13.4K -38 -2%
AIP
1561
Almanack Investment Partners
Pennsylvania
$638K -$69.9K -198 -9%
HC
1562
Henshaw Capital
Massachusetts
$638K +$302K +855 +72%
EWM
1563
Elmwood Wealth Management
California
$637K -$7.06K -20 -1%
CH
1564
Cromwell Holdings
Wyoming
$636K – – –
CWM
1565
Circle Wealth Management
New Jersey
$635K – – –
GWMR
1566
GC Wealth Management RIA
Massachusetts
$634K -$197K -559 -22%
CWM
1567
Cornerstone Wealth Management
Missouri
$634K -$57.2K -162 -7%
WC
1568
Waterloo Capital
Texas
$632K +$144K +407 +25%
MSAM
1569
Moloney Securities Asset Management
Missouri
$631K -$353 -1 -0%
PMSA
1570
Patrick M. Sweeney & Associates
Illinois
$630K +$17.7K +50 +3%
ZCI
1571
Zevenbergen Capital Investments
Washington
$630K -$7.06K -20 -1%
MCM
1572
Magnolia Capital Management
New York
$628K – – –
CP
1573
Camelot Portfolios
Ohio
$628K +$3.88K +11 +0.6%
SIG
1574
Spinnaker Investment Group
California
$626K -$91.1K -258 -11%
MWA
1575
Martel Wealth Advisors
Washington
$624K – – –
61 62
63
64 65