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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1601
Carr Financial Group
Massachusetts
$324K +$336K +1,216 New
AIM
1602
Athena Investment Management
California
$324K – – –
FPAS
1603
Focus Partners Advisor Solutions
Missouri
$324K -$590K -2,133 -64%
PP
1604
PDT Partners
New York
$323K -$302K -1,091 -47%
WWP
1605
WR Wealth Planners
Missouri
$322K +$68.3K +247 +26%
IPW
1606
IronBridge Private Wealth
Texas
$322K +$277 +1 +0.1%
JFA
1607
JNBA Financial Advisors
Minnesota
$321K – – –
HHGA
1608
Halbert Hargrove Global Advisors
California
$320K -$12.2K -44 -4%
PCMF
1609
Private Capital Management (Florida)
Florida
$320K – – –
WCWM
1610
Willow Creek Wealth Management
California
$319K – – –
CG
1611
Clarus Group
Texas
$318K – – –
AAS
1612
Annex Advisory Services
Wisconsin
$317K -$553 -2 -0.2%
SAM
1613
Strategy Asset Managers
California
$317K -$3.04K -11 -0.9%
PCA
1614
Pallas Capital Advisors
Massachusetts
$317K -$9.68K -35 -3%
GFP
1615
Gryphon Financial Partners
Ohio
$316K +$6.36K +23 +2%
EWM
1616
Elite Wealth Management
Washington
$316K +$16.9K +61 +5%
DBT
1617
Dubuque Bank & Trust
Iowa
$316K -$13.6K -49 -4%
9WM
1618
9258 Wealth Management
Ohio
$315K +$66.4K +240 +25%
VI
1619
Versor Investments
New York
$314K +$325K +1,176 New
FCP
1620
Fidelis Capital Partners
Florida
$314K +$317K +1,146 New
SPI
1621
Santori & Peters Inc
Pennsylvania
$314K – – –
IWA
1622
IVC Wealth Advisors
Pennsylvania
$313K -$9.4K -34 -3%
SWP
1623
Semus Wealth Partners
Florida
$312K +$324K +1,171 New
ACI
1624
Alpha Cubed Investments
California
$311K +$105K +381 +49%
NC
1625
NinePointTwo Capital
California
$310K +$322K +1,164 New
63 64
65
66 67