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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
1626
Winthrop Advisory Group
Massachusetts
$657K -$3.6K -10 -0.5%
CFMC
1627
Curbstone Financial Management Corp
New Hampshire
$657K – – –
FFA
1628
Florida Financial Advisors
Florida
$657K +$280K +777 +71%
MWM
1629
Modern Wealth Management
Kansas
$657K +$156K +433 +30%
KIM
1630
Kane Investment Management
California
$656K +$672K +1,866 New
BTWM
1631
Baker Tilly Wealth Management
Wisconsin
$655K -$78.1K -217 -10%
PCH
1632
PGIM Custom Harvest
New Jersey
$652K +$50.8K +141 +8%
KWA
1633
Kingswood Wealth Advisors
California
$650K -$992K -2,755 -60%
SAM
1634
Strive Asset Management
Ohio
$647K +$662K +1,838 New
SIC
1635
Sigma Investment Counselors
Michigan
$646K -$6.12K -17 -0.9%
APA
1636
Astoria Portfolio Advisors
New York
$646K +$5.04K +14 +0.8%
MIM
1637
Miller Investment Management
Pennsylvania
$645K – – –
AWM
1638
Accurate Wealth Management
Florida
$643K +$44.6K +124 +7%
KCM
1639
KRS Capital Management
Michigan
$643K -$10.8K -30 -2%
WBC
1640
Westpac Banking Corp
Australia
$643K +$49K +136 +8%
RL
1641
Retireful LLC
Michigan
$641K +$656K +1,823 New
DFCM
1642
Dark Forest Capital Management
Puerto Rico
$640K -$29.2K -81 -4%
BOC
1643
Barbara Oil Co
Illinois
$633K – – –
BMM
1644
Buffington Mohr McNeal
Idaho
$633K +$18K +50 +3%
BB
1645
Bell Bank
North Dakota
$633K -$3.6K -10 -0.6%
AF
1646
Advisornet Financial
Minnesota
$633K -$111K -307 -15%
CCIA
1647
Campbell & Co Investment Adviser
Maryland
$631K +$646K +1,795 New
NWAG
1648
Net Worth Advisory Group
Utah
$630K +$3.24K +9 +0.5%
HPM
1649
Hoxton Planning & Management
West Virginia
$629K -$29.5K -82 -4%
BFA
1650
Beaumont Financial Advisors
Massachusetts
$629K +$298K +827 +86%
64 65
66
67 68