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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
1676
Guerra Pan Advisors
New Jersey
$483K – – –
WSC
1677
Wellington Shields & Co
New York
$482K +$117K +363 +36%
WA
1678
Wealth Architects
California
$481K -$3.22K -10 -0.7%
WMA
1679
West Michigan Advisors
Michigan
$479K +$36.1K +112 +9%
LP
1680
LGL Partners
Pennsylvania
$479K -$65.8K -204 -13%
SVWAG
1681
Sound View Wealth Advisors Group
Georgia
$478K +$9.03K +28 +2%
MI
1682
Motiv8 Investments
Florida
$478K +$439K +1,361 New
GWM
1683
GoalFusion Wealth Management
Texas
$477K -$32.2K -100 -7%
C
1684
Certuity
Florida
$476K +$9.67K +30 +2%
PCG
1685
Prosperity Consulting Group
Maryland
$475K +$127K +395 +41%
BONH
1686
Bank of New Hampshire
New Hampshire
$475K – – –
NC
1687
NinePointTwo Capital
California
$475K – – –
SIC
1688
Samalin Investment Counsel
New York
$474K +$6.45K +20 +2%
WBG
1689
Wharton Business Group
Pennsylvania
$474K – – –
BHWM
1690
Beaird Harris Wealth Management
Texas
$474K +$2.9K +9 +0.7%
RCM
1691
Raleigh Capital Management
North Carolina
$473K +$43.5K +135 +11%
AF
1692
Advisornet Financial
Minnesota
$473K +$18.4K +57 +4%
PCIG
1693
Partners Capital Investment Group
Massachusetts
$471K -$81.9K -254 -16%
FFWA
1694
FRG Family Wealth Advisors
Washington
$471K – – –
FOA
1695
Five Oceans Advisors
California
$470K -$5.48K -17 -1%
WP
1696
WealthSource Partners
California
$470K -$20.3K -63 -4%
JIC
1697
Joel Isaacson & Co
New York
$467K +$18.4K +57 +4%
SW
1698
SteelPeak Wealth
California
$466K +$2.9K +9 +0.7%
WA
1699
Wealthstream Advisors
New York
$463K +$153K +475 +56%
NWA
1700
New World Advisors
Massachusetts
$463K +$3.55K +11 +0.8%
66 67
68
69 70