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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1601
Sonen Capital
California
$411K +$387K +1,331 New
MIS
1602
Morningstar Investment Services
Illinois
$410K +$182K +628 +89%
GCMG
1603
Gyroscope Capital Management Group
Florida
$407K +$384K +1,320 New
ICM
1604
Islay Capital Management
Texas
$407K – – –
GIP
1605
Greatmark Investment Partners
Georgia
$406K -$29.1K -100 -7%
GSC
1606
G&S Capital
Colorado
$405K +$381K +1,311 New
WWM
1607
Windsor Wealth Management
Indiana
$404K -$3.2K -11 -0.8%
LB
1608
Leo Brokerage
Texas
$401K +$29.6K +102 +9%
LA
1609
LexAurum Advisors
Kansas
$400K +$118K +407 +46%
NWA
1610
New World Advisors
Massachusetts
$399K +$7.26K +25 +2%
FAFN
1611
First Affirmative Financial Network
Colorado
$399K +$109K +374 +41%
DTC
1612
Davidson Trust Company
Washington
$398K +$167K +575 +80%
MFG
1613
Magnus Financial Group
New York
$397K +$7.26K +25 +2%
CWM
1614
Connecticut Wealth Management
Connecticut
$396K +$113K +388 +43%
PWM
1615
Prentice Wealth Management
New York
$395K +$33.4K +115 +10%
WDG
1616
Wealth Dimensions Group
Ohio
$395K +$3.2K +11 +0.9%
RI
1617
Ridgewood Investments
New Jersey
$394K +$5.23K +18 +1%
SVWAG
1618
Sound View Wealth Advisors Group
Georgia
$393K -$4.65K -16 -1%
JIC
1619
Joel Isaacson & Co
New York
$393K +$15.7K +54 +4%
FA
1620
Fiduciary Alliance
South Carolina
$390K +$56.1K +193 +18%
SAM
1621
Seelaus Asset Management
New Jersey
$390K -$29.1K -100 -7%
MFWP
1622
Mosaic Family Wealth Partners
Missouri
$390K +$291 +1 +0.1%
JSC
1623
Jackson Square Capital
California
$388K – – –
OW
1624
Olistico Wealth
Oklahoma
$387K +$291 +1 +0.1%
SCM
1625
Stonebridge Capital Management
California
$385K – – –
63 64
65
66 67