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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1626
Catalyst Financial Partners
Massachusetts
$289K -$327K -1,403 -49%
VFO
1627
Virtus Family Office
Texas
$289K -$142K -608 -29%
SQA
1628
Simon Quick Advisors
New Jersey
$288K -$149K -640 -31%
TC
1629
Trilogy Capital
California
$288K +$158K +677 +87%
LC
1630
Lawood & Co
Pennsylvania
$287K +$337K +1,448 New
PTC
1631
Philadelphia Trust Company
Pennsylvania
$287K – – –
IFWM
1632
Institute for Wealth Management
Colorado
$287K +$3.26K +14 +1%
MWM
1633
Marietta Wealth Management
Georgia
$287K -$99K -425 -23%
FSA
1634
Financial Security Advisor
Virginia
$287K -$85.3K -366 -20%
AMPWP
1635
Alvarez & Marsal Private Wealth Partners
Florida
$286K +$290K +1,244 +625%
BWP
1636
Baldwin Wealth Partners
Massachusetts
$286K -$13.6M -58,426 -98%
WBC
1637
Westpac Banking Corp
Australia
$285K -$148K -636 -31%
GFM
1638
GF Fund Management
China
$284K +$113K +485 +51%
HFO
1639
Heritage Family Offices
Arizona
$284K -$117K -504 -26%
WFS
1640
Widmann Financial Services
Maryland
$283K +$37.3K +160 +13%
TFA
1641
Tranquilli Financial Advisor
New Jersey
$282K +$332K +1,424 New
CAS
1642
Coppell Advisory Solutions
Texas
$282K -$931K -3,997 -74%
WF
1643
WoodTrust Financial
Wisconsin
$282K – – –
VP
1644
Verum Partners
North Carolina
$282K -$53.1K -228 -14%
FAN
1645
Financial Advisors Network
California
$281K +$330K +1,417 New
BFIM
1646
Beese Fulmer Investment Management
Ohio
$281K -$121K -518 -27%
KWA
1647
Kingswood Wealth Advisors
California
$278K -$58.9K -253 -15%
BCM
1648
Boltwood Capital Management
California
$278K +$7.92K +34 +2%
PG
1649
Patten Group
Tennessee
$278K -$108K -463 -25%
BWA
1650
Basecamp Wealth Advisors
Washington
$277K +$13.7K +59 +4%
64 65
66
67 68