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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1826
Founders Financial Alliance
North Carolina
$226K – – –
HWM
1827
Hemington Wealth Management
Virginia
$225K +$225K +666 New
CWM
1828
Centric Wealth Management
Illinois
$224K +$25K +74 +13%
AG
1829
AlphaSimPlex Group
Massachusetts
$224K +$40.5K +120 +22%
RCG
1830
Rock Creek Group
District of Columbia
$222K -$129K -383 -37%
DWA
1831
Dougherty Wealth Advisers
Minnesota
$222K – – –
JGUA
1832
John G. Ullman & Associates
New York
$222K +$9.78K +29 +5%
DACG
1833
Donor Advised Charitable Giving
California
$221K – – –
DTC
1834
Davidson Trust Company
Washington
$220K -$25.3K -75 -10%
DBRC
1835
D.B. Root & Company
Pennsylvania
$220K – – –
CA
1836
CoreCap Advisors
Michigan
$220K +$24.3K +72 +12%
S
1837
Surevest
California
$219K – – –
WE
1838
Wealth Effects
Massachusetts
$219K – – –
GA
1839
GFS Advisors
Texas
$219K +$219K +648 New
FTC
1840
Farmers Trust Company
Ohio
$218K – – –
PWM
1841
Paulson Wealth Management
Illinois
$218K – – –
WA
1842
Wealthstream Advisors
New York
$218K +$6.07K +18 +3%
CWM
1843
Curi Wealth Management
North Carolina
$218K +$59.4K +176 +37%
VWM
1844
Vigilare Wealth Management
Arizona
$216K -$33.7K -100 -14%
PFGIA
1845
Patriot Financial Group Insurance Agency
Massachusetts
$214K -$15.9K -47 -7%
ACM
1846
AlphaStar Capital Management
North Carolina
$213K -$9.11K -27 -4%
LFG
1847
Lockerman Financial Group
California
$212K +$212K +629 New
PL
1848
Plancorp LLC
Missouri
$211K -$59.4K -176 -22%
BCM
1849
Buckhead Capital Management
Georgia
$211K -$20.2K -60 -9%
BB
1850
Bell Bank
North Dakota
$211K -$15.9K -47 -7%
72 73
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