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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1601
Keebeck Wealth Management
Illinois
$307K +$170K +730 +89%
WCM
1602
Weik Capital Management
Pennsylvania
$307K – – –
MAM
1603
Marotta Asset Management
Virginia
$306K – – –
NRC
1604
New Republic Capital
North Carolina
$306K -$443K -1,902 -55%
NME
1605
Notis-McConarty Edward
$306K – – –
SL
1606
Sentinus LLC
Illinois
$305K -$149K -641 -29%
CC
1607
Courier Capital
New York
$305K -$62.9K -270 -15%
PAS
1608
PKS Advisory Services
New York
$305K +$6.52K +28 +2%
PWMG
1609
Prestige Wealth Management Group
New Jersey
$303K +$8.85K +38 +3%
GRR
1610
Golden Reserve Retirement
Ohio
$300K +$353K +1,515 New
ECM
1611
Elgethun Capital Management
South Dakota
$300K – – –
OAG
1612
Oakmont Advisory Group
New Mexico
$300K +$63.6K +273 +22%
TC
1613
TFR Capital
Texas
$300K -$88.8K -381 -20%
ACM
1614
AUA Capital Management
Pennsylvania
$297K – – –
BG
1615
Bellevue Group
Switzerland
$297K – – –
HCA
1616
Hyperion Capital Advisors
New York
$297K – – –
PPWM
1617
PFG Private Wealth Management
Florida
$297K – – –
GG
1618
Gleason Group
Kentucky
$297K +$2.56K +11 +0.7%
RWB
1619
RMR Wealth Builders
New Jersey
$294K -$77.4K -332 -18%
SMC
1620
Smith, Moore & Co
Missouri
$294K +$345K +1,480 New
FMP
1621
Financial Management Professionals
Texas
$293K +$324K +1,389 +1,526%
MAM
1622
Mystic Asset Management
Rhode Island
$291K – – –
PWP
1623
Principle Wealth Partners
Connecticut
$290K -$43.1K -185 -11%
BBNB
1624
Baker Boyer National Bank
Washington
$290K – – –
VGDSS
1625
VUB Generali dochodkova spravcovska spolocnost
$290K – – –
63 64
65
66 67