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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1726
Adero Partners
California
$437K -$18.1K -56 -4%
CFG
1727
Carr Financial Group
Massachusetts
$437K +$9.35K +29 +2%
KCM
1728
Kathmere Capital Management
Pennsylvania
$437K +$19.7K +61 +5%
BFC
1729
Bedel Financial Consulting
Indiana
$437K – – –
LJHT
1730
Laurie J. Hall Trustee
$436K +$108K +335 +37%
PAG
1731
Paladin Advisory Group
Iowa
$435K -$71.2K -221 -15%
1WA
1732
180 Wealth Advisors
Washington
$435K +$186K +576 +85%
IPW
1733
IronBridge Private Wealth
Texas
$433K +$9.03K +28 +2%
MCA
1734
MSH Capital Advisors
Arizona
$433K -$47.7K -148 -11%
SI
1735
Symmetry Investments
Jersey
$432K +$397K +1,230 New
AR
1736
Apeiron RIA
Texas
$431K -$5.16K -16 -1%
CAGAS
1737
Capital Advisory Group Advisory Services
Minnesota
$431K -$21.6K -67 -5%
1SB
1738
1ST Source Bank
Indiana
$430K +$13.9K +43 +4%
ML
1739
McAdam LLC
Pennsylvania
$427K +$23.9K +74 +6%
CA
1740
CoreCap Advisors
Michigan
$427K +$392K +1,217 New
WA
1741
Waddell & Associates
Tennessee
$427K – – –
NERM
1742
New England Research & Management
Illinois
$425K +$390K +1,210 New
FA
1743
Fermata Advisors
California
$424K +$37.4K +116 +11%
OFS
1744
OneAscent Financial Services
Alabama
$424K -$50.9K -158 -12%
LWM
1745
Lodestone Wealth Management
Washington
$424K +$35.1K +109 +10%
ABC
1746
Associated Banc-Corp
Wisconsin
$423K – – –
SPC
1747
Sigma Planning Corp
Michigan
$423K -$482K -1,496 -55%
MAM
1748
Meeder Asset Management
Ohio
$422K -$12.3K -38 -3%
WC
1749
Westhampton Capital
North Carolina
$421K -$6.45K -20 -2%
AFG
1750
Allegheny Financial Group
Pennsylvania
$420K -$31.9K -99 -8%
68 69
70
71 72