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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1751
GoalFusion Wealth Management
Texas
$382K – – –
WBC
1752
Westpac Banking Corp
Australia
$382K +$386K +1,259 New
CAGAS
1753
Capital Advisory Group Advisory Services
Minnesota
$382K +$2.45K +8 +0.6%
LWM
1754
Lodestone Wealth Management
Washington
$380K +$3.37K +11 +0.9%
SCM
1755
Stonebridge Capital Management
California
$379K – – –
SWM
1756
Silverlake Wealth Management
Vermont
$379K +$27K +88 +8%
AIA
1757
Angeles Investment Advisors
California
$378K -$57K -186 -13%
BFC
1758
Bedel Financial Consulting
Indiana
$377K – – –
LHC
1759
Little House Capital
Massachusetts
$377K -$2.55M -8,333 -87%
LJHT
1760
Laurie J. Hall Trustee
$376K – – –
CPC
1761
Cookson Peirce & Co
Pennsylvania
$375K +$379K +1,237 New
CPC
1762
Consolidated Planning Corp
Georgia
$375K +$80.9K +264 +27%
KA
1763
Klingman & Associates
New York
$373K +$7.96K +26 +2%
SCM
1764
Saxony Capital Management
Missouri
$373K +$14.4K +47 +4%
RI
1765
Ridgewood Investments
New Jersey
$373K -$9.19K -30 -2%
BBW
1766
Blue Barn Wealth
Utah
$373K -$96.5K -315 -20%
WA
1767
Waddell & Associates
Tennessee
$371K +$2.45K +8 +0.7%
IPW
1768
IronBridge Private Wealth
Texas
$370K -$4.9K -16 -1%
SFB
1769
STAR Financial Bank
Indiana
$368K -$68K -222 -15%
CW
1770
CIC Wealth
Maryland
$368K – – –
FFA
1771
Florida Financial Advisors
Florida
$367K +$185K +604 +100%
FOA
1772
Five Oceans Advisors
California
$366K -$40.7K -133 -10%
RIA
1773
Regal Investment Advisors
Michigan
$366K -$17.2K -56 -4%
BI
1774
BlueSpruce Investments
Illinois
$365K +$369K +1,204 New
WC
1775
Westhampton Capital
North Carolina
$364K – – –
69 70
71
72 73