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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1801
SeaCrest Wealth Management
New York
$315K +$8.64K +34 +3%
HCC
1802
Hirtle Callaghan & Co
Pennsylvania
$314K -$27.4K -108 -8%
AWM
1803
Aviso Wealth Management
Washington
$314K +$13.5K +53 +5%
XWL
1804
XXI Wealth LLC
Illinois
$313K +$296K +1,167 New
OM
1805
OV Management
Minnesota
$313K -$4.57K -18 -2%
PMG
1806
Private Management Group
California
$313K +$508 +2 +0.2%
MWPCG
1807
Measured Wealth Private Client Group
New Hampshire
$311K -$1.78K -7 -0.6%
WFI
1808
West Family Investments
California
$311K -$345K -1,356 -54%
MCC
1809
Malaga Cove Capital
California
$311K -$11.2K -44 -4%
FPL
1810
Fortress Private Ledger
North Carolina
$310K +$14.2K +56 +5%
BWM
1811
Blossom Wealth Management
California
$310K +$13.5K +53 +5%
CTB
1812
Country Trust Bank
Illinois
$309K -$48.3K -190 -14%
BAM
1813
Berkshire Asset Management
Pennsylvania
$309K -$195K -766 -40%
ADL
1814
Asset Dedication LLC
California
$308K -$11.2K -44 -4%
SEIA
1815
Signature Estate & Investment Advisors
California
$308K +$18K +71 +7%
MWM
1816
Manske Wealth Management
Texas
$307K -$15.2K -60 -5%
CAM
1817
Claret Asset Management
Quebec, Canada
$307K +$12.7K +50 +5%
AIM
1818
Athena Investment Management
California
$307K +$291K +1,144 New
IPW
1819
IronBridge Private Wealth
Texas
$306K – – –
SPW
1820
Sonoma Private Wealth
California
$305K +$6.35K +25 +2%
WP
1821
Westmount Partners
California
$305K -$3.56K -14 -1%
TW
1822
Traveka Wealth
California
$304K -$49K -193 -15%
WCFA
1823
Walkner Condon Financial Advisors
Wisconsin
$303K +$28.5K +112 +11%
TWP
1824
Triad Wealth Partners
Kansas
$303K +$287K +1,129 New
BFG
1825
Birch Financial Group
New Hampshire
$303K +$4.32K +17 +2%
71 72
73
74 75