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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1676
SteelPeak Wealth
California
$257K +$73.6K +245 +36%
AFG
1677
Allegheny Financial Group
Pennsylvania
$256K – – –
KM
1678
Kalos Management
Georgia
$256K – – –
EGA
1679
E&G Advisors
Texas
$254K – – –
CWS
1680
Confluence Wealth Services
Pennsylvania
$254K +$6.91K +23 +3%
GEA
1681
Glen Eagle Advisors
New Jersey
$253K -$192K -639 -41%
CCM
1682
Colorado Capital Management
Colorado
$253K – – –
TFA
1683
Transamerica Financial Advisors
Florida
$253K +$274K +911 New
FWM
1684
Frontier Wealth Management
Missouri
$252K -$311K -1,035 -53%
FFA
1685
Founders Financial Alliance
North Carolina
$252K +$71.5K +238 +36%
WSC
1686
Wellington Shields & Co
New York
$250K -$106K -354 -28%
IIM
1687
Intact Investment Management
Quebec, Canada
$250K – – –
CFA
1688
Cahill Financial Advisors
Minnesota
$250K +$2.4K +8 +0.9%
CCM
1689
Crew Capital Management
Ohio
$249K – – –
HH
1690
Hilltop Holdings
Texas
$249K +$6.31K +21 +2%
GFP
1691
Gryphon Financial Partners
Ohio
$248K +$16.2K +54 +6%
ARC
1692
Advisor Resource Council
Texas
$248K +$268K +893 New
AIP
1693
ARS Investment Partners
New York
$247K +$13.8K +46 +5%
FFA
1694
Fi3 Financial Advisors
Indiana
$247K +$28.5K +95 +12%
REMPR
1695
Roof Eidam Maycock Peralta (REMP)
California
$246K – – –
LA
1696
LexAurum Advisors
Kansas
$246K +$2.7K +9 +1%
AP
1697
Americana Partners
Texas
$245K -$102K -340 -30%
GWSG
1698
GPS Wealth Strategies Group
Colorado
$245K -$300 -1 -0.1%
AP
1699
Adero Partners
California
$245K +$21K +70 +8%
AAM
1700
Aureus Asset Management
Massachusetts
$245K +$39.7K +132 +18%
66 67
68
69 70