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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
1651
Renaissance Group
Kentucky
$277K +$326K +1,399 New
VBCG
1652
Valley Brook Capital Group
Pennsylvania
$277K – – –
MSFS
1653
Main Street Financial Solutions
Pennsylvania
$276K -$29.4K -126 -8%
CPWA
1654
Cerro Pacific Wealth Advisors
California
$276K -$109K -468 -25%
WAG
1655
Winthrop Advisory Group
Massachusetts
$275K -$18.2K -78 -5%
HNWA
1656
Henrickson Nauta Wealth Advisors
Michigan
$275K -$198K -848 -38%
CPWM
1657
Cypress Point Wealth Management
Texas
$273K +$321K +1,379 New
MA
1658
MONECO Advisors
Connecticut
$273K -$29.1K -125 -8%
CFG
1659
Certior Financial Group
Pennsylvania
$273K +$20K +86 +7%
WGAM
1660
Wilkinson Global Asset Management
New York
$273K -$41.5M -177,963 -99%
CM
1661
Capula Management
Cayman Islands
$272K -$159K -682 -33%
SFC
1662
SYM Financial Corp
Indiana
$271K -$175K -749 -35%
PPW
1663
Parcion Private Wealth
Washington
$271K -$644K -2,764 -67%
GPA
1664
Guerra Pan Advisors
New Jersey
$271K – – –
SI
1665
Seeds Investor
New York
$270K -$51.3K -220 -13%
SWA
1666
Strategies Wealth Advisors
Michigan
$270K -$17.7K -76 -5%
KA
1667
KLCM Advisors
Wisconsin
$270K +$91.6K +393 +41%
SIC
1668
Sigma Investment Counselors
Michigan
$270K -$25.6K -110 -7%
CIS
1669
Custom Index Systems
New York
$269K -$5.59K -24 -2%
HWP
1670
Hibernia Wealth Partners
Louisiana
$269K +$13.5K +58 +4%
BB
1671
Bell Bank
North Dakota
$268K -$23.3K -100 -7%
WBG
1672
Wharton Business Group
Pennsylvania
$268K – – –
RWI
1673
Red Wave Investments
Pennsylvania
$267K -$6.06K -26 -2%
FA
1674
FDx Advisors
Illinois
$267K +$314K +1,348 New
ANBT
1675
American National Bank & Trust
Texas
$267K -$29.4K -126 -9%
65 66
67
68 69