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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1776
Clarus Group
Texas
$396K -$23.7K -72 -6%
CFA
1777
Cahill Financial Advisors
Minnesota
$395K +$15.1K +46 +4%
LFG
1778
Larson Financial Group
Missouri
$394K +$54.9K +167 +18%
AWM
1779
Aprio Wealth Management
Georgia
$393K +$23.7K +72 +7%
DM
1780
Deerfield Management
New York
$393K +$365K +1,111 New
V
1781
ViaWealth
Kansas
$392K +$6.58K +20 +2%
JSAM
1782
J. Safra Asset Management
New York
$391K +$33.9K +103 +10%
CIP
1783
Convergence Investment Partners
Florida
$391K -$1.18M -3,593 -76%
C
1784
Certuity
Florida
$390K -$72.7K -221 -17%
CRWM
1785
Castle Rock Wealth Management
California
$390K +$14.8K +45 +4%
BSB
1786
Bangor Savings Bank
Maine
$389K – – –
ATS
1787
Ashton Thomas Securities
New York
$389K +$120K +365 +50%
AFT
1788
Alpha Family Trust
California
$389K – – –
FMTC
1789
Farmers & Merchants Trust Company
California
$388K -$1.31K -4 -0.4%
FMP
1790
Financial Management Professionals
Texas
$388K +$212K +645 +142%
HWA
1791
Heritage Wealth Advisors
Virginia
$387K +$13.5K +41 +4%
FFA
1792
Florida Financial Advisors
Florida
$386K -$39.5K -120 -10%
HS
1793
Horan Securities
United States
$385K -$11.5K -35 -3%
PAG
1794
Paladin Advisory Group
Iowa
$385K – – –
FFA
1795
Fi3 Financial Advisors
Indiana
$384K +$14.8K +45 +4%
EBA
1796
Eagle Bay Advisors
New York
$384K +$3.95K +12 +1%
BBNA
1797
Bremer Bank National Association
Minnesota
$384K -$3.44M -10,468 -91%
KFP
1798
Keystone Financial Planning
Ohio
$383K – – –
PWW
1799
Pettyjohn Wood & White
Virginia
$383K – – –
HP
1800
Hyperion Partners
Pennsylvania
$381K -$17.4K -53 -5%
70 71
72
73 74