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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1626
Ethos Financial Group
Pennsylvania
$552K -$729 -2 -0.1%
OL
1627
OneFund LLC
Florida
$552K -$12K -33 -2%
PL
1628
Plancorp LLC
Missouri
$551K +$151K +414 +35%
TPA
1629
Trivium Point Advisory
Connecticut
$550K -$1.55M -4,245 -73%
APA
1630
Astoria Portfolio Advisors
New York
$550K +$68.9K +189 +12%
MCI
1631
MRP Capital Investments
Georgia
$548K +$577K +1,582 New
BIA
1632
Benchmark Investment Advisors
Illinois
$547K -$148K -405 -20%
SAA
1633
Southeast Asset Advisors
Georgia
$545K – – –
VFA
1634
Voya Financial Advisors
Connecticut
$545K +$29.5K +81 +5%
MC
1635
Middleton & Co
Massachusetts
$542K -$36.4K -100 -6%
MWPCG
1636
Measured Wealth Private Client Group
New Hampshire
$542K +$1.09K +3 +0.2%
GC
1637
GFG Capital
Florida
$542K -$29.2K -80 -5%
CIS
1638
Custom Index Systems
New York
$539K +$25.5K +70 +5%
OFG
1639
Oxford Financial Group
Indiana
$539K -$15.3K -42 -3%
HC
1640
Hamilton Capital
Ohio
$536K -$12.8K -35 -2%
BBW
1641
Blue Barn Wealth
Utah
$535K -$51.4K -141 -8%
MWA
1642
Meridian Wealth Advisors
Texas
$531K – – –
DP
1643
Denver PWM
Colorado
$529K +$10.9M +30,000 New
GEA
1644
Glen Eagle Advisors
New Jersey
$528K +$223K +612 +67%
AA
1645
Apriem Advisors
California
$527K +$27.3K +75 +5%
PWM
1646
Prentice Wealth Management
New York
$527K +$35.4K +97 +7%
TCM
1647
Tanaka Capital Management
New York
$525K -$9.11K -25 -2%
WCM
1648
Weik Capital Management
Pennsylvania
$524K – – –
SFG
1649
SNS Financial Group
Minnesota
$522K +$4.37K +12 +0.8%
ACM
1650
AUA Capital Management
Pennsylvania
$521K +$1.09K +3 +0.2%
64 65
66
67 68