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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1776
Amplius Wealth Advisors
Pennsylvania
$203K -$2.1K -7 -0.9%
IBOK
1777
Independence Bank of Kentucky
Kentucky
$203K +$16.5K +55 +8%
WA
1778
Wealthstream Advisors
New York
$203K +$26.4K +88 +14%
CRWM
1779
Castle Rock Wealth Management
California
$202K -$166K -551 -43%
CWM
1780
Campbell Wealth Management
Virginia
$202K – – –
CAL
1781
Capital Advisors Ltd
Ohio
$202K +$40K +133 +22%
CPC
1782
Consolidated Planning Corp
Georgia
$201K +$12K +40 +6%
DOA
1783
D'Orazio & Associates
Virginia
$201K +$218K +724 New
VCM
1784
Versant Capital Management
Arizona
$200K – – –
WC
1785
Whitney & Co
New York
$200K – – –
WBC
1786
West Branch Capital
Massachusetts
$200K +$44.5K +148 +26%
GLLW
1787
Graves Light Lenhart Wealth
Virginia
$192K -$2.7K -9 -1%
DWA
1788
Dougherty Wealth Advisers
Minnesota
$183K – – –
RTC
1789
Riverview Trust Company
Washington
$181K +$66.1K +220 +51%
S
1790
Surevest
California
$180K – – –
CWM
1791
Curi Wealth Management
North Carolina
$178K -$2.4K -8 -1%
CBT
1792
Central Bank & Trust
Kentucky
$177K +$13.8K +46 +8%
GGI
1793
Godsey & Gibb Inc
Virginia
$171K +$185K +615 New
MS
1794
Mizuho Securities
Japan
$166K -$379K -1,260 -76%
PFGIA
1795
Patriot Financial Group Insurance Agency
Massachusetts
$165K -$11.7K -39 -6%
CMP
1796
Coston McIsaac & Partners
Maine
$162K +$176K +585 New
WFA
1797
West Financial Advisors
Iowa
$161K -$2.4K -8 -1%
CA
1798
Crewe Advisors
Utah
$160K +$146K +485 +522%
CWM
1799
Castle Wealth Management
Florida
$160K +$173K +576 New
ZIG
1800
Zullo Investment Group
Pennsylvania
$159K +$1.5K +5 +0.9%
70 71
72
73 74