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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
1601
Guerra Pan Advisors
New Jersey
$422K -$21.7K -69 -5%
PWA
1602
Providence Wealth Advisors
Illinois
$422K – – –
LI
1603
LMCG Investments
Massachusetts
$421K – – –
APA
1604
Astoria Portfolio Advisors
New York
$421K +$23.9K +76 +6%
SEEDPG
1605
S.E.E.D. Planning Group
New York
$421K -$63K -200 -13%
OFS
1606
OneAscent Financial Services
Alabama
$419K +$111K +351 +35%
FCA
1607
FinTrust Capital Advisors
South Carolina
$416K -$87.3K -277 -17%
FOA
1608
Five Oceans Advisors
California
$416K +$3.47K +11 +0.8%
BONH
1609
Bank of New Hampshire
New Hampshire
$416K – – –
WBG
1610
Wharton Business Group
Pennsylvania
$415K – – –
NC
1611
NinePointTwo Capital
California
$415K +$427K +1,354 New
PWMG
1612
Provence Wealth Management Group
California
$413K +$77.8K +247 +22%
EFG
1613
Ethos Financial Group
Pennsylvania
$413K +$175K +554 +70%
BHWM
1614
Beaird Harris Wealth Management
Texas
$412K -$5.36K -17 -1%
FFWA
1615
FRG Family Wealth Advisors
Washington
$412K +$423K +1,341 New
SVWAG
1616
Sound View Wealth Advisors Group
Georgia
$410K +$19.2K +61 +5%
SB
1617
Sunflower Bank
Texas
$409K +$46.3K +147 +12%
SIC
1618
Samalin Investment Counsel
New York
$409K -$25.8K -82 -6%
EAM
1619
Empirical Asset Management
Massachusetts
$409K +$419K +1,331 New
UCMOK
1620
United Capital Management of KS
Kansas
$408K -$11.3K -36 -3%
DBT
1621
Dubuque Bank & Trust
Iowa
$408K +$64.9K +206 +18%
C
1622
Certuity
Florida
$407K +$27.4K +87 +7%
OPA
1623
Old Port Advisors
Maine
$406K +$417K +1,322 New
GSC
1624
G&S Capital
Colorado
$405K +$2.84K +9 +0.7%
SW
1625
SteelPeak Wealth
California
$405K +$71.5K +227 +21%
63 64
65
66 67