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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
DFCM
1826
Dark Forest Capital Management
Puerto Rico
$55K +$56K +172 New
DWP
1827
Destiny Wealth Partners
Florida
$55K +$56.3K +173 New
MGIM
1828
M&G Investment Management
United Kingdom
$54.6K +$12.6M +38,675 +29%
SWA
1829
Sutton Wealth Advisors
Florida
$53.7K +$1.63K +5 +3%
UFF
1830
USA Financial Formulas
Michigan
$52K -$13K -40 -20%
TAIM
1831
TD Ameritrade Investment Management
Nebraska
$51K -$16.6K -51 -18%
RA
1832
Resolute Advisors
California
$50K – – –
TFS
1833
TrustCore Financial Services
Tennessee
$50K +$5.86K +18 +13%
PCH
1834
PGIM Custom Harvest
New Jersey
$48K – – –
RDFA
1835
Ritter Daniher Financial Advisory
Ohio
$48K – – –
ACM
1836
Antonetti Capital Management
Florida
$48K +$48.8K +150 New
LWA
1837
Lenox Wealth Advisors
New York
$46K -$7.16K -22 -13%
OAJ
1838
Ogorek Anthony Joseph
New York
$45K – – –
PPWM
1839
PFG Private Wealth Management
Florida
$45K +$46.2K +142 New
VCM
1840
Versant Capital Management
Arizona
$42K -$5.21K -16 -11%
SC
1841
Solstein Capital
California
$41K +$6.83K +21 +20%
ARMC
1842
American Research & Management Company
Massachusetts
$40K -$6.51K -20 -14%
ICM
1843
Islay Capital Management
Texas
$40K – – –
CA
1844
Crewe Advisors
Utah
$39K -$15.6K -48 -28%
FWM
1845
Focused Wealth Management
New York
$38K – – –
SFPG
1846
Stonebridge Financial Planning Group
Florida
$36K – – –
AWM
1847
Avior Wealth Management
Nebraska
$35K +$651 +2 +2%
SWM
1848
Sugarloaf Wealth Management
Georgia
$33K – – –
JWA
1849
JFS Wealth Advisors
Pennsylvania
$33K +$19.2K +59 +137%
CCM
1850
Cribstone Capital Management
Maine
$32K – – –
72 73
74
75 76