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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
1601
Focus Partners Advisor Solutions
Missouri
$324K -$590K -2,133 -64%
PP
1602
PDT Partners
New York
$323K -$302K -1,091 -47%
WWP
1603
WR Wealth Planners
Missouri
$322K +$68.3K +247 +26%
IPW
1604
IronBridge Private Wealth
Texas
$322K +$277 +1 +0.1%
JFA
1605
JNBA Financial Advisors
Minnesota
$321K – – –
HHGA
1606
Halbert Hargrove Global Advisors
California
$320K -$12.2K -44 -4%
PCMF
1607
Private Capital Management (Florida)
Florida
$320K – – –
WCWM
1608
Willow Creek Wealth Management
California
$319K – – –
CG
1609
Clarus Group
Texas
$318K – – –
AAS
1610
Annex Advisory Services
Wisconsin
$317K -$553 -2 -0.2%
SAM
1611
Strategy Asset Managers
California
$317K -$3.04K -11 -0.9%
PCA
1612
Pallas Capital Advisors
Massachusetts
$317K -$9.68K -35 -3%
GFP
1613
Gryphon Financial Partners
Ohio
$316K +$6.36K +23 +2%
EWM
1614
Elite Wealth Management
Washington
$316K +$16.9K +61 +5%
DBT
1615
Dubuque Bank & Trust
Iowa
$316K -$13.6K -49 -4%
9WM
1616
9258 Wealth Management
Ohio
$315K +$66.4K +240 +25%
VI
1617
Versor Investments
New York
$314K +$325K +1,176 New
FCP
1618
Fidelis Capital Partners
Florida
$314K +$317K +1,146 New
SPI
1619
Santori & Peters Inc
Pennsylvania
$314K – – –
IWA
1620
IVC Wealth Advisors
Pennsylvania
$313K -$9.4K -34 -3%
SWP
1621
Semus Wealth Partners
Florida
$312K +$324K +1,171 New
ACI
1622
Alpha Cubed Investments
California
$311K +$105K +381 +49%
NC
1623
NinePointTwo Capital
California
$310K +$322K +1,164 New
TC
1624
Titleist Capital
Texas
$310K -$34.6K -125 -10%
MFG
1625
Magnus Financial Group
New York
$310K +$101K +366 +46%
63 64
65
66 67