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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1776
Courier Capital
New York
$207K – – –
AIA
1777
Alera Investment Advisors
Illinois
$207K +$16.2K +54 +8%
SVWAG
1778
Sound View Wealth Advisors Group
Georgia
$207K +$224K +747 New
ECAM
1779
East Coast Asset Management
Massachusetts
$205K – – –
HR
1780
Howe & Rusling
New York
$204K – – –
KFP
1781
KMG Fiduciary Partners
Ohio
$204K – – –
CWM
1782
Centric Wealth Management
Illinois
$204K +$21K +70 +11%
TL
1783
Tradewinds LLC
North Carolina
$204K +$221K +736 New
AWA
1784
Amplius Wealth Advisors
Pennsylvania
$203K -$2.1K -7 -0.9%
IBOK
1785
Independence Bank of Kentucky
Kentucky
$203K +$16.5K +55 +8%
WA
1786
Wealthstream Advisors
New York
$203K +$26.4K +88 +14%
CRWM
1787
Castle Rock Wealth Management
California
$202K -$166K -551 -43%
CWM
1788
Campbell Wealth Management
Virginia
$202K – – –
CAL
1789
Capital Advisors Ltd
Ohio
$202K +$40K +133 +22%
CPC
1790
Consolidated Planning Corp
Georgia
$201K +$12K +40 +6%
DOA
1791
D'Orazio & Associates
Virginia
$201K +$218K +724 New
VCM
1792
Versant Capital Management
Arizona
$200K – – –
WC
1793
Whitney & Co
New York
$200K – – –
WBC
1794
West Branch Capital
Massachusetts
$200K +$44.5K +148 +26%
GLLW
1795
Graves Light Lenhart Wealth
Virginia
$192K -$2.7K -9 -1%
DWA
1796
Dougherty Wealth Advisers
Minnesota
$183K – – –
RTC
1797
Riverview Trust Company
Washington
$181K +$66.1K +220 +51%
S
1798
Surevest
California
$180K – – –
CWM
1799
Curi Wealth Management
North Carolina
$178K -$2.4K -8 -1%
CBT
1800
Central Bank & Trust
Kentucky
$177K +$13.8K +46 +8%
70 71
72
73 74