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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1726
Bedel Financial Consulting
Indiana
$361K +$35.8K +141 +12%
OFG
1727
Omega Financial Group
California
$361K +$2.54K +10 +0.7%
BWM
1728
Bullock Wealth Management
Indiana
$360K +$3.3K +13 +1%
EA
1729
Enclave Advisors
Texas
$360K +$4.07K +16 +1%
BWA
1730
Basecamp Wealth Advisors
Washington
$360K +$340K +1,340 New
BHBT
1731
Burke & Herbert Bank & Trust
Virginia
$359K +$70.1K +276 +26%
AFAS
1732
Acorn Financial Advisory Services
Virginia
$359K -$11.9K -47 -3%
MA
1733
MJP Associates
Connecticut
$357K +$73.7K +290 +28%
SIC
1734
Samalin Investment Counsel
New York
$357K -$54.9K -216 -14%
SB
1735
Strategic Blueprint
Georgia
$356K -$54.6K -215 -14%
RYIA
1736
Roehl & Yi Investment Advisors
Oregon
$356K -$31K -122 -2%
MFWP
1737
Mosaic Family Wealth Partners
Missouri
$356K +$3.81K +15 +1%
PWA
1738
Providence Wealth Advisors
Illinois
$354K – – –
BW
1739
Blalock Williams
Alabama
$354K +$112K +442 +50%
SFO
1740
Stokes Family Office
Louisiana
$354K +$335K +1,318 New
IP
1741
Ignite Planners
California
$354K +$30.7K +121 +10%
KCM
1742
KRS Capital Management
Michigan
$353K -$12.7K -50 -4%
TCA
1743
Trifecta Capital Advisors
Illinois
$353K -$36.8K -145 -10%
IA
1744
Insight Advisors
Pennsylvania
$353K -$6.86K -27 -2%
C
1745
Covestor
United Kingdom
$350K +$18.5K +73 +6%
BZWA
1746
Blue Zone Wealth Advisors
California
$349K – – –
WT
1747
WHI Trust
Illinois
$349K +$330K +1,300 New
HI
1748
Human Investing
Oregon
$349K -$32.8K -129 -9%
SPF
1749
South Plains Financial
Texas
$348K -$10.9K -43 -3%
HWP
1750
Hibernia Wealth Partners
Louisiana
$348K +$329K +1,296 New
68 69
70
71 72