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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1701
Continuum Advisory
Idaho
$470K +$198K +603 +87%
OPA
1702
Old Port Advisors
Maine
$470K -$28.9K -88 -6%
NPT
1703
Nixon Peabody Trust
Massachusetts
$470K – – –
AA
1704
Advisory Alpha
Michigan
$469K +$118K +359 +37%
EAM
1705
Empirical Asset Management
Massachusetts
$469K -$64.8K -197 -1%
ALAM
1706
Asahi Life Asset Management
Japan
$468K -$335K -1,020 -44%
AFAS
1707
Acorn Financial Advisory Services
Virginia
$468K -$4.28K -13 -1%
FWM
1708
Fonville Wealth Management
Virginia
$466K -$80.6K -245 -16%
MHIC
1709
Marble Harbor Investment Counsel
Massachusetts
$463K +$132K +400 +44%
CAGAS
1710
Capital Advisory Group Advisory Services
Minnesota
$462K +$16.1K +49 +4%
FWM
1711
FFT Wealth Management
Pennsylvania
$460K +$63.1K +192 +17%
EWS
1712
Evergreen Wealth Solutions
Pennsylvania
$458K -$169K -515 -28%
LA
1713
LexAurum Advisors
Kansas
$458K – – –
AIM
1714
Anatole Investment Management
Hong Kong
$455K +$423K +1,287 New
FOA
1715
Five Oceans Advisors
California
$452K +$24.3K +74 +6%
WWM
1716
Western Wealth Management
Colorado
$452K +$172K +524 +69%
CGA
1717
Crescent Grove Advisors
Illinois
$450K -$52.6K -160 -11%
EHWM
1718
Eads & Heald Wealth Management
Georgia
$449K +$418K +1,271 New
CGIM
1719
Capital Group Investment Management
Singapore
$448K +$139K +424 +50%
NB
1720
Nicolet Bankshares
Wisconsin
$446K +$101K +308 +32%
GWM
1721
GoalFusion Wealth Management
Texas
$445K – – –
IF
1722
Intrua Financial
Texas
$444K -$5.59K -17 -1%
FFWA
1723
FRG Family Wealth Advisors
Washington
$443K – – –
SWM
1724
Silverlake Wealth Management
Vermont
$441K – – –
BFC
1725
Bedel Financial Consulting
Indiana
$441K +$1.64K +5 +0.4%
67 68
69
70 71