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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
1726
Quadrant Private Wealth Management
Pennsylvania
$318K -$3.15K -10 -1%
AWM
1727
Aprio Wealth Management
Georgia
$316K +$51.7K +164 +19%
AFCM
1728
Applied Finance Capital Management
Puerto Rico
$315K +$12.6K +40 +4%
AWM
1729
Austin Wealth Management
Texas
$314K +$296K +941 New
EBA
1730
Eagle Bay Advisors
New York
$313K – – –
SLG
1731
Stanley-Laman Group
Pennsylvania
$313K – – –
PMG
1732
Private Management Group
California
$312K +$5.67K +18 +2%
SPC
1733
Stewart & Patten Company
California
$311K – – –
WSC
1734
Wellington Shields & Co
New York
$310K +$29K +92 +10%
PO
1735
Private Ocean
California
$309K -$123K -389 -28%
VCM
1736
Virtue Capital Management
Tennessee
$308K – – –
GAA
1737
Green Alpha Advisors
Colorado
$307K – – –
BAM
1738
Brave Asset Management
New Jersey
$307K – – –
RC
1739
RBF Capital
California
$307K – – –
TA
1740
TKG Advisors
Indiana
$307K – – –
KA
1741
Klingman & Associates
New York
$307K -$21.7K -69 -6%
CAMV
1742
Concord Asset Management (Virginia)
Virginia
$306K +$314K +998 New
CPC
1743
Consolidated Planning Corp
Georgia
$306K -$945 -3 -0.3%
WCWM
1744
Willow Creek Wealth Management
California
$306K -$945 -3 -0.3%
C
1745
CEDRUS
Colorado
$305K -$43.5K -138 -12%
TF
1746
Trek Financial
Arizona
$305K -$26.8K -85 -8%
CFA
1747
Cahill Financial Advisors
Minnesota
$304K -$4.41K -14 -1%
WP
1748
Westmount Partners
California
$304K +$17.3K +55 +6%
RIL
1749
Rothschild Investment LLC
Illinois
$303K +$64.3K +204 +26%
MFG
1750
Magnus Financial Group
New York
$303K -$94.5K -300 -23%
68 69
70
71 72