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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
1751
HighMark Wealth Management
Minnesota
$10K – – –
TFGT
1752
TS Financial Group (TSFG)
Illinois
$10K +$240 +1 +3%
TC
1753
Truvestments Capital
Florida
$10K +$9.83K +41 New
CA
1754
Centerpoint Advisors
Massachusetts
$9K – – –
LAS
1755
Lloyd Advisory Services
Georgia
$9K – – –
FMP
1756
Financial Management Professionals
Texas
$9K +$3.12K +13 +65%
FFW
1757
Fusion Family Wealth
New York
$8K -$7.19K -30 -50%
CMBA
1758
C.M. Bidwell & Associates
Hawaii
$8K – – –
TVWM
1759
Tower View Wealth Management
Wisconsin
$8K – – –
IF
1760
Ironwood Financial
Arizona
$7K – – –
PK
1761
Pflug Koory
Nebraska
$7K – – –
SFA
1762
Semmax Financial Advisors
North Carolina
$7K +$5.99K +25 New
TFS
1763
TrustCore Financial Services
Tennessee
$7K +$5.99K +25 New
AL
1764
ADE LLC
Maryland
$7K +$6.71K +28 New
SA
1765
SRH Advisors
Kansas
$6K – – –
CWM
1766
Cedar Wealth Management
California
$6K +$5.75K +24 New
LF
1767
Lee Financial
Texas
$5K – – –
LIM
1768
Longfellow Investment Management
Massachusetts
$5K +$3.83K +16 New
CIA
1769
CSat Investment Advisory
Michigan
$4K -$2.94M -12,285 -100%
TH
1770
TCTC Holdings
Texas
$4K -$217K -905 -98%
TIAM2
1771
Tru Independence Asset Management 2
Oregon
$4K +$3.6K +15 New
WR
1772
WD Rutherford
Oregon
$4K +$3.83K +16 New
APC
1773
Aspire Private Capital
North Carolina
$3K – – –
BHWM
1774
Bay Harbor Wealth Management
Maryland
$3K – – –
AWM
1775
Accel Wealth Management
Iowa
$3K +$3.12K +13 New