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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1701
Highview Capital Management
Illinois
$578K – – –
APW
1702
Austin Private Wealth
Texas
$577K +$37.8K +105 +7%
SHFA
1703
SC&H Financial Advisors
Maryland
$574K +$236K +657 +67%
FCM
1704
Fourpath Capital Management
Oklahoma
$573K -$15.8K -44 -3%
BW
1705
BXM Wealth
Colorado
$571K +$585K +1,624 New
WDL
1706
Well Done LLC
Michigan
$571K – – –
PA
1707
Prossimo Advisors
California
$570K -$10.1K -28 -2%
WC
1708
Waterloo Capital
Texas
$570K -$202K -560 -26%
NRC
1709
New Republic Capital
North Carolina
$567K -$3.96K -11 -0.7%
SVWAG
1710
Sound View Wealth Advisors Group
Georgia
$566K +$82.4K +229 +17%
AWM
1711
Aprio Wealth Management
Georgia
$565K +$178K +495 +45%
VBCG
1712
Valley Brook Capital Group
Pennsylvania
$565K +$21.6K +60 +4%
WCM
1713
Wallace Capital Management
Texas
$563K – – –
BMWS
1714
Brady Martz Wealth Solutions
North Dakota
$559K +$576K +1,601 New
KWM
1715
KFG Wealth Management
Indiana
$557K +$37.4K +104 +7%
MCI
1716
MRP Capital Investments
Georgia
$557K – – –
GWM
1717
Greenwich Wealth Management
Connecticut
$553K +$7.92K +22 +1%
AIM
1718
Advyzon Investment Management
Illinois
$548K +$560K +1,557 New
CMS
1719
Capital Market Strategies
Florida
$548K +$1.08K +3 +0.2%
PCM
1720
Prelude Capital Management
New York
$547K +$560K +1,556 New
1SB
1721
1ST Source Bank
Indiana
$547K +$17.3K +48 +3%
LF
1722
Lantz Financial
Illinois
$546K +$9K +25 +2%
MWA
1723
Meridian Wealth Advisors
Texas
$544K +$2.16K +6 +0.4%
OFG
1724
Oxford Financial Group
Indiana
$543K -$39.2K -109 -7%
CHP
1725
Cable Hill Partners
Oregon
$543K -$2.16K -6 -0.4%
67 68
69
70 71