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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1626
Titleist Capital
Texas
$310K -$34.6K -125 -10%
MFG
1627
Magnus Financial Group
New York
$310K +$101K +366 +46%
SWM
1628
Silverlake Wealth Management
Vermont
$309K -$23K -83 -7%
MW
1629
Marcum Wealth
Ohio
$308K -$34.9K -126 -10%
FOA
1630
Five Oceans Advisors
California
$307K -$13.8K -50 -4%
CFP
1631
Catalyst Financial Partners
Massachusetts
$307K +$319K +1,152 New
WCM
1632
Wedge Capital Management
North Carolina
$307K -$53.5M -193,357 -99%
GCA
1633
Gradient Capital Advisors
California
$307K – – –
BPCE
1634
Bank Pictet & Cie (Europe)
Germany
$307K -$22.1M -80,000 -99%
SB
1635
Sunflower Bank
Texas
$305K -$137K -494 -30%
SIM
1636
SSI Investment Management
California
$305K – – –
HP
1637
Hyperion Partners
Pennsylvania
$305K +$316K +1,143 New
CWM
1638
Curi Wealth Management
North Carolina
$304K -$4.43K -16 -1%
HS
1639
Horan Securities
United States
$304K +$5.26K +19 +2%
PFSC
1640
Peoples Financial Services Corp
Pennsylvania
$304K – – –
TIM
1641
Tortoise Investment Management
New York
$304K -$13.8K -50 -4%
OL
1642
Optas LLC
Texas
$303K -$53.1K -192 -14%
WTA
1643
Washington Trust Advisors
Massachusetts
$303K -$113K -407 -26%
EWM
1644
Endowment Wealth Management
Wisconsin
$302K -$3.87K -14 -1%
FFA
1645
Fi3 Financial Advisors
Indiana
$302K +$66.1K +239 +27%
OW
1646
Olistico Wealth
Oklahoma
$301K +$312K +1,127 New
PJSIMP
1647
P.J. Schmidt Investment Management (PJS)
Wisconsin
$298K +$4.7K +17 +2%
LWM
1648
Lodestone Wealth Management
Washington
$297K +$308K +1,112 New
SC
1649
Sepio Capital
Utah
$294K -$6.92K -25 -2%
CWS
1650
Cypress Wealth Services
California
$294K +$9.4K +34 +3%
64 65
66
67 68