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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
AFS
1726
Axiom Financial Strategies
Indiana
$202K +$206K +632 New
OFG
1727
OmniStar Financial Group
North Carolina
$202K +$206K +632 New
TA
1728
TrueWealth Advisors
Alabama
$202K +$206K +632 New
GWM
1729
GSB Wealth Management
Connecticut
$201K -$1.8M -5,521 -90%
EP
1730
Eudaimonia Partners
Tennessee
$201K +$204K +628 New
TFS
1731
Thoroughbred Financial Services
Tennessee
$201K +$205K +631 New
IBOK
1732
Independence Bank of Kentucky
Kentucky
$190K -$10.7K -33 -5%
TI
1733
Truehand Inc
New Hampshire
$190K – – –
AWM
1734
Atticus Wealth Management
Florida
$188K +$8.78K +27 +5%
WFA
1735
West Financial Advisors
Iowa
$186K – – –
FRA
1736
Front Row Advisors
California
$182K -$325 -1 -0.2%
EWM
1737
Edge Wealth Management
New York
$178K – – –
PO
1738
Private Ocean
California
$174K – – –
BWM
1739
BerganKDV Wealth Management
Minnesota
$170K +$57.9K +178 +51%
MHR
1740
Matthew Hamilton Rosenberg
$168K +$6.18K +19 +4%
FMTCOCP
1741
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$166K – – –
CBT
1742
Central Bank & Trust
Kentucky
$165K – – –
SPWG
1743
Sage Private Wealth Group
Illinois
$155K – – –
LFG
1744
Larson Financial Group
Missouri
$154K – – –
PHK
1745
Point72 Hong Kong
Hong Kong
$152K +$154K +474 New
KIG
1746
Kowal Investment Group
Wisconsin
$151K +$153K +471 New
TF
1747
TimeScale Financial
Massachusetts
$150K – – –
NSB
1748
Norway Savings Bank
Maine
$150K +$2.6K +8 +2%
FFC
1749
First Financial Corp
Indiana
$149K – – –
FCM
1750
Firestone Capital Management
Florida
$147K – – –