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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
1701
Asset Dedication LLC
California
$37K – – –
FWM
1702
FSA Wealth Management
Massachusetts
$37K +$34K +142 New
OAJ
1703
Ogorek Anthony Joseph
New York
$36K – – –
KFI
1704
Key Financial Inc
Pennsylvania
$36K +$33.3K +139 New
ME
1705
McIlrath & Eck
Washington
$33K – – –
SIS
1706
Sound Income Strategies
Florida
$33K – – –
LWA
1707
Lowe Wealth Advisors
Maryland
$31K – – –
CL
1708
COWA LLC
Oklahoma
$31K +$29.7K +124 New
CCM
1709
Cribstone Capital Management
Maine
$30K – – –
SWM
1710
Sugarloaf Wealth Management
Georgia
$27K – – –
MWP
1711
Meridian Wealth Partners
Pennsylvania
$27K +$2.88K +12 +13%
FWM
1712
Focused Wealth Management
New York
$26K – – –
LWANC
1713
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K – – –
MAWCM
1714
Mine & Arao Wealth Creation & Management
California
$26K – – –
SFG
1715
Sowa Financial Group
Rhode Island
$26K – – –
SFPG
1716
Stonebridge Financial Planning Group
Florida
$26K – – –
DAC
1717
Dividend Assets Capital
South Carolina
$26K +$24K +100 New
AWG
1718
Altus Wealth Group
Colorado
$25K +$23.5K +98 New
AA
1719
AlphaMark Advisors
Kentucky
$22K – – –
TAM
1720
Tucker Asset Management
Colorado
$21.9K +$20.1K +84 New
TCM
1721
Tradewinds Capital Management
Washington
$21K – – –
HS
1722
Horan Securities
United States
$21K +$4.32K +18 +29%
EA
1723
Elm Advisors
California
$20K +$18K +75 New
TC
1724
Tacita Capital
Ontario, Canada
$20K +$18K +75 New
PWA
1725
Phoenix Wealth Advisors
North Carolina
$20K +$18.2K +76 New
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