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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1701
Cypress Wealth Services
California
$341K +$630 +2 +0.2%
RDWM
1702
Red Door Wealth Management
Tennessee
$341K +$7.25K +23 +2%
FCM
1703
Fourpath Capital Management
Oklahoma
$340K +$81.9K +260 +31%
WC
1704
Waterloo Capital
Texas
$340K +$141K +446 +68%
BIC
1705
Beach Investment Counsel
Pennsylvania
$338K +$126K +400 +57%
MSS
1706
Mitchell Sinkler & Starr
Pennsylvania
$338K -$1.28M -4,072 -79%
AFT
1707
Alpha Family Trust
California
$338K – – –
PWA
1708
Provenance Wealth Advisors
Florida
$338K +$347K +1,100 New
LWM
1709
Lodestone Wealth Management
Washington
$337K +$10.7K +34 +3%
JFA
1710
JNBA Financial Advisors
Minnesota
$337K -$35.6K -113 -9%
FA
1711
Fermata Advisors
California
$336K +$344K +1,093 New
PWW
1712
Pettyjohn Wood & White
Virginia
$335K +$75.9K +241 +28%
TWM
1713
Tolleson Wealth Management
Texas
$335K -$287K -910 -46%
KFP
1714
Keystone Financial Planning
Ohio
$333K +$1.26K +4 +0.4%
HS
1715
Horan Securities
United States
$328K -$3.78K -12 -1%
FFS
1716
Founders Financial Securities
Maryland
$327K +$336K +1,065 New
RMAM
1717
Raab & Moskowitz Asset Management
New Jersey
$326K – – –
QCIG
1718
Quad-Cities Investment Group
Iowa
$326K – – –
B
1719
Bellecapital
Switzerland
$325K -$127K -403 -28%
PL
1720
Plancorp LLC
Missouri
$325K +$36.2K +115 +12%
MFT
1721
Moisand Fitzgerald Tamayo
Florida
$325K – – –
EWM
1722
Elite Wealth Management
Washington
$323K -$980K -3,110 -75%
FL
1723
Fort LP
Maryland
$321K -$1.89K -6 -0.6%
CM
1724
Capula Management
Cayman Islands
$320K +$329K +1,043 New
NICM
1725
Neo Ivy Capital Management
New York
$318K -$3.19M -10,121 -91%
67 68
69
70 71