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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1801
StrategIQ Financial Group
Indiana
$238K – – –
CWA
1802
Canvas Wealth Advisors
Kansas
$238K +$264K +782 New
GFS
1803
GYL Financial Synergies
Connecticut
$237K -$10.8K -32 -4%
IEFM
1804
IQ EQ Fund Management
Ireland
$236K -$439K -1,301 -65%
GLLW
1805
Graves Light Lenhart Wealth
Virginia
$236K -$61.7K -183 -21%
IWN
1806
Independent Wealth Network
Iowa
$236K -$47.2K -140 -17%
BIC
1807
Beach Investment Counsel
Pennsylvania
$236K – – –
HFG
1808
Heron Financial Group
New York
$235K – – –
P
1809
Palladiem
Pennsylvania
$234K – – –
NAS
1810
Nicolet Advisory Services
Wisconsin
$234K +$55.3K +164 +31%
AIA
1811
Alera Investment Advisors
Illinois
$234K +$234K +693 New
AWM
1812
Atticus Wealth Management
Florida
$233K -$27K -80 -10%
PCA
1813
Peddock Capital Advisors
Massachusetts
$233K – – –
CL
1814
Choreo LLC
Illinois
$232K – – –
OFG
1815
OmniStar Financial Group
North Carolina
$232K +$22.6K +67 +11%
CPC
1816
Consolidated Planning Corp
Georgia
$231K -$21.6K -64 -9%
KTC
1817
Kistler-Tiffany Companies
Pennsylvania
$231K -$4.72K -14 -2%
WTB
1818
Washington Trust Bank
Washington
$230K +$12.8K +38 +6%
SW
1819
SteelPeak Wealth
California
$229K -$33.7K -100 -13%
PWM
1820
Palumbo Wealth Management
New York
$229K +$337 +1 +0.1%
PIA
1821
Perennial Investment Advisors
California
$228K -$17.5K -52 -7%
IBOK
1822
Independence Bank of Kentucky
Kentucky
$228K +$35.4K +105 +18%
CWG
1823
Crown Wealth Group
North Carolina
$228K +$228K +676 New
AIM
1824
Axiom Investment Management
New York
$226K -$169K -500 -43%
RIL
1825
Rothschild Investment LLC
Illinois
$226K -$1.35K -4 -0.6%
71 72
73
74 75