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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1826
Baystate Wealth Management
Massachusetts
$58K – – –
SWA
1827
SOA Wealth Advisors
New York
$56K -$976 -3 -2%
FFA
1828
Freedman Financial Associates
Massachusetts
$56K +$9.11K +28 +19%
TCWM
1829
Total Clarity Wealth Management
Illinois
$56K +$56.9K +175 New
SCA
1830
Sander Capital Advisors
Washington
$55K – – –
DFCM
1831
Dark Forest Capital Management
Puerto Rico
$55K +$56K +172 New
DWP
1832
Destiny Wealth Partners
Florida
$55K +$56.3K +173 New
SWA
1833
Sutton Wealth Advisors
Florida
$53.7K +$1.63K +5 +3%
UFF
1834
USA Financial Formulas
Michigan
$52K -$13K -40 -20%
TAIM
1835
TD Ameritrade Investment Management
Nebraska
$51K -$16.6K -51 -18%
RA
1836
Resolute Advisors
California
$50K – – –
TFS
1837
TrustCore Financial Services
Tennessee
$50K +$5.86K +18 +13%
PCH
1838
PGIM Custom Harvest
New Jersey
$48K – – –
RDFA
1839
Ritter Daniher Financial Advisory
Ohio
$48K – – –
ACM
1840
Antonetti Capital Management
Florida
$48K +$48.8K +150 New
LWA
1841
Lenox Wealth Advisors
New York
$46K -$7.16K -22 -13%
OAJ
1842
Ogorek Anthony Joseph
New York
$45K – – –
PPWM
1843
PFG Private Wealth Management
Florida
$45K +$46.2K +142 New
VCM
1844
Versant Capital Management
Arizona
$42K -$5.21K -16 -11%
SC
1845
Solstein Capital
California
$41K +$6.83K +21 +20%
ARMC
1846
American Research & Management Company
Massachusetts
$40K -$6.51K -20 -14%
ICM
1847
Islay Capital Management
Texas
$40K – – –
CA
1848
Crewe Advisors
Utah
$39K -$15.6K -48 -28%
FWM
1849
Focused Wealth Management
New York
$38K – – –
SFPG
1850
Stonebridge Financial Planning Group
Florida
$36K – – –
72 73
74
75 76