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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CGA
1801
Crescent Grove Advisors
Illinois
$213K – – –
EWM
1802
Elevatus Welath Management
New York
$213K +$9.79K +42 +4%
SPW
1803
Sonoma Private Wealth
California
$212K -$16.1K -69 -6%
GA
1804
Greenspring Advisors
Maryland
$211K -$223K -956 -47%
TCA
1805
Trifecta Capital Advisors
Illinois
$211K -$58.2K -250 -19%
SAM
1806
Sawgrass Asset Management
Florida
$210K +$247K +1,060 New
HIC
1807
Harvey Investment Company
Kentucky
$210K – – –
AWM
1808
Aviso Wealth Management
Washington
$209K -$27K -116 -10%
WDG
1809
Wealth Dimensions Group
Ohio
$208K +$932 +4 +0.4%
BAS
1810
Breakthru Advisory Services
Wisconsin
$208K -$10.7K -46 -4%
BIAS
1811
Beacon Investment Advisory Services
New Jersey
$207K -$213K -915 -47%
QCIG
1812
Quad-Cities Investment Group
Iowa
$206K +$233 +1 +0.1%
OWM
1813
OneAscent Wealth Management
Alabama
$205K – – –
EBA
1814
Eagle Bay Advisors
New York
$205K +$9.32K +40 +4%
WP
1815
Westmount Partners
California
$204K -$24.5K -105 -9%
ZCP
1816
Z3 Capital Partners
Virginia
$204K -$108K -463 -31%
SWMG
1817
Sard Wealth Management Group
Georgia
$203K -$1.4K -6 -0.6%
CA
1818
Continuum Advisory
Idaho
$203K +$21.2K +91 +10%
PGF
1819
Plan Group Financial
Oklahoma
$203K +$55K +236 +30%
FCM
1820
Firestone Capital Management
Florida
$202K -$1.63K -7 -0.7%
PA
1821
Powerhouse Assets
Massachusetts
$202K – – –
CCA
1822
Cravens & Co Advisors
Tennessee
$201K +$237K +1,016 New
CICI
1823
Capital Investment Counsel Inc
North Carolina
$201K +$11.7K +50 +5%
RFG
1824
REAP Financial Group
Texas
$201K -$81.1K -348 -26%
CPC
1825
Consolidated Planning Corp
Georgia
$200K +$236K +1,011 New
71 72
73
74 75