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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1801
Aviso Wealth Management
Washington
$379K -$2.3K -7 -0.6%
TF
1802
Trek Financial
Arizona
$378K -$420K -1,276 -54%
TBC
1803
Ted Buchan & Co
California
$378K – – –
SP
1804
Stonebrook Private
Michigan
$378K +$35.8K +109 +11%
OC
1805
Opinicus Capital
Florida
$378K -$23K -70 -6%
IIC
1806
Integrated Investment Consultants
Michigan
$377K +$351K +1,067 New
FCB
1807
First County Bank
Connecticut
$375K -$113K -344 -24%
CIAS
1808
CFS Investment Advisory Services
New Jersey
$375K +$42.4K +129 +14%
GIP
1809
Greatmark Investment Partners
Georgia
$374K – – –
AR
1810
Apeiron RIA
Texas
$373K -$34.2K -104 -9%
HIM
1811
Hillsdale Investment Management
Ontario, Canada
$373K +$76.6K +233 +28%
RIA
1812
Regal Investment Advisors
Michigan
$372K -$49.7K -151 -13%
RW
1813
REDW Wealth
New Mexico
$371K -$24.7K -75 -7%
RCM
1814
Raleigh Capital Management
North Carolina
$369K -$33.2K -101 -9%
TCWA
1815
Turtle Creek Wealth Advisors
Texas
$369K +$115K +350 +50%
FG
1816
Foster Group
Iowa
$369K +$50.6K +154 +17%
OWM
1817
OneAscent Wealth Management
Alabama
$368K – – –
BWM
1818
Birchcreek Wealth Management
Ohio
$366K +$55.2K +168 +19%
QCIG
1819
Quad-Cities Investment Group
Iowa
$365K -$9.87K -30 -3%
SW
1820
SteelPeak Wealth
California
$362K +$31.2K +95 +10%
WCWM
1821
Willow Creek Wealth Management
California
$360K +$7.24K +22 +2%
CFSG
1822
Clark Financial Services Group
Missouri
$360K +$335K +1,018 New
TAM
1823
Titleist Asset Management
Texas
$360K -$19.7K -60 -6%
TCB
1824
Texas Capital Bancshares
Texas
$359K – – –
MAWA
1825
Moss Adams Wealth Advisors
Washington
$359K +$334K +1,016 New
71 72
73
74 75