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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
1626
Bell Bank
North Dakota
$373K -$4.43K -17 -1%
BFA
1627
Brown Financial Advisors
Ohio
$372K +$20.6K +79 +6%
RWB
1628
RMR Wealth Builders
New Jersey
$372K -$1.24M -4,774 -76%
GWM
1629
Greenwich Wealth Management
Connecticut
$371K +$6.26K +24 +2%
MA
1630
MONECO Advisors
Connecticut
$370K -$47.2K -181 -11%
ACM
1631
AUA Capital Management
Pennsylvania
$370K – – –
BCM
1632
Boltwood Capital Management
California
$370K +$7.56K +29 +2%
SWM
1633
Salvus Wealth Management
New Jersey
$370K +$18K +69 +5%
PG
1634
Patten Group
Tennessee
$369K -$81.1K -311 -17%
ECM
1635
Elgethun Capital Management
South Dakota
$368K – – –
KWA
1636
Kingswood Wealth Advisors
California
$368K -$65.7K -252 -14%
LWP
1637
LeClair Wealth Partners
Ohio
$367K – – –
BAM
1638
Belpointe Asset Management
Nevada
$367K -$201K -772 -34%
HI
1639
Harbour Investments
Wisconsin
$367K +$55.5K +213 +17%
IFG
1640
Independent Financial Group
California
$366K -$305K -1,168 -44%
FFA
1641
Fi3 Financial Advisors
Indiana
$365K +$103K +394 +36%
APA
1642
Astoria Portfolio Advisors
New York
$364K -$666K -2,554 -64%
ALA
1643
Atlas Legacy Advisors
California
$364K -$24.5K -94 -6%
SIM
1644
Studio Investment Management
Illinois
$364K +$12.3K +47 +3%
FA
1645
Faithward Advisors
Pennsylvania
$363K -$87.1K -334 -19%
VBCG
1646
Valley Brook Capital Group
Pennsylvania
$363K – – –
MWA
1647
Meridian Wealth Advisors
Texas
$362K +$8.87K +34 +2%
WCM
1648
Weik Capital Management
Pennsylvania
$361K – – –
BBNB
1649
Baker Boyer National Bank
Washington
$361K – – –
TCA
1650
Trifecta Capital Advisors
Illinois
$360K -$46.9K -180 -11%
64 65
66
67 68