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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
UAML
1776
US Asset Management LLC
Pennsylvania
$276K – – –
DWS
1777
Discipline Wealth Solutions
South Carolina
$276K +$56.1K +215 +24%
LWM
1778
Lodestone Wealth Management
Washington
$276K -$6.52K -25 -2%
KFA
1779
Kelleher Financial Advisors
New York
$275K +$74.6K +286 +34%
AWM
1780
Aviso Wealth Management
Washington
$275K -$18.8K -72 -6%
AA
1781
Advisory Alpha
Michigan
$275K -$115K -440 -28%
QWM
1782
Quadcap Wealth Management
Texas
$274K -$402K -1,540 -58%
BFG
1783
Birch Financial Group
New Hampshire
$274K -$95.2K -365 -25%
A
1784
Argentarii
Ohio
$274K -$2.09K -8 -0.7%
SPW
1785
Sonoma Private Wealth
California
$274K +$2.87K +11 +1%
GF
1786
Gries Financial
Ohio
$273K +$289K +1,107 New
AAM
1787
Aureus Asset Management
Massachusetts
$273K -$12.3K -47 -4%
CGIM
1788
Capital Group Investment Management
Singapore
$272K – – –
BWM
1789
Blossom Wealth Management
California
$272K +$3.39K +13 +1%
CFM
1790
Catalyst Funds Management
Australia
$271K +$287K +1,100 New
FPL
1791
Fortress Private Ledger
North Carolina
$271K +$3.13K +12 +1%
CG
1792
Cynosure Group
Utah
$270K – – –
BFM
1793
Boothbay Fund Management
New York
$270K +$286K +1,095 New
AFWM
1794
Abich Financial Wealth Management
Virginia
$270K +$285K +1,093 New
CAM
1795
Claret Asset Management
Quebec, Canada
$269K -$54.8K -210 -16%
CJ
1796
Caitlin John
Michigan
$269K +$22.9K +88 +9%
CCFM
1797
Clear Creek Financial Management
Washington
$268K -$64.7K -248 -19%
KFP
1798
Keystone Financial Planning
Ohio
$267K – – –
CFGW
1799
Chancellor Financial Group WB
Pennsylvania
$267K – – –
SEIA
1800
Signature Estate & Investment Advisors
California
$266K +$21.9K +84 +8%
70 71
72
73 74