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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
1801
Independent Financial Group
California
$213K -$7.69K -33 -3%
OAM
1802
Oxford Asset Management
United Kingdom
$213K -$26.3K -113 -10%
GFA
1803
Godfrey Financial Associates
New York
$213K – – –
CGA
1804
Crescent Grove Advisors
Illinois
$213K – – –
EWM
1805
Elevatus Welath Management
New York
$213K +$9.79K +42 +4%
SPW
1806
Sonoma Private Wealth
California
$212K -$16.1K -69 -6%
GA
1807
Greenspring Advisors
Maryland
$211K -$223K -956 -47%
TCA
1808
Trifecta Capital Advisors
Illinois
$211K -$58.2K -250 -19%
SAM
1809
Sawgrass Asset Management
Florida
$210K +$247K +1,060 New
HIC
1810
Harvey Investment Company
Kentucky
$210K – – –
RAM
1811
Reflection Asset Management
South Carolina
$209K +$57.8K +248 +30%
AWM
1812
Aviso Wealth Management
Washington
$209K -$27K -116 -10%
WDG
1813
Wealth Dimensions Group
Ohio
$208K +$932 +4 +0.4%
BAS
1814
Breakthru Advisory Services
Wisconsin
$208K -$10.7K -46 -4%
BIAS
1815
Beacon Investment Advisory Services
New Jersey
$207K -$213K -915 -47%
QCIG
1816
Quad-Cities Investment Group
Iowa
$206K +$233 +1 +0.1%
OWM
1817
OneAscent Wealth Management
Alabama
$205K – – –
EBA
1818
Eagle Bay Advisors
New York
$205K +$9.32K +40 +4%
WP
1819
Westmount Partners
California
$204K -$24.5K -105 -9%
ZCP
1820
Z3 Capital Partners
Virginia
$204K -$108K -463 -31%
SWMG
1821
Sard Wealth Management Group
Georgia
$203K -$1.4K -6 -0.6%
CA
1822
Continuum Advisory
Idaho
$203K +$21.2K +91 +10%
PGF
1823
Plan Group Financial
Oklahoma
$203K +$55K +236 +30%
FCM
1824
Firestone Capital Management
Florida
$202K -$1.63K -7 -0.7%
PA
1825
Powerhouse Assets
Massachusetts
$202K – – –
71 72
73
74 75