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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1826
Crewe Advisors
Utah
$150K -$152K -550 -50%
FWA
1827
Freedom Wealth Alliance
Wisconsin
$148K +$153K +553 New
FCA
1828
Fortis Capital Advisors
Kansas
$143K +$149K +537 New
PO
1829
Private Ocean
California
$138K -$15.5K -56 -10%
CSWM
1830
Cassady Schiller Wealth Management
Ohio
$138K +$143K +516 New
GWSA
1831
Global Wealth Strategies & Associates
Colorado
$137K +$142K +512 New
ZIG
1832
Zullo Investment Group
Pennsylvania
$132K -$23.5K -85 -15%
FMTCOCP
1833
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$132K – – –
SFG
1834
Steward Financial Group
Texas
$131K +$136K +492 New
RCG
1835
Rock Creek Group
District of Columbia
$131K -$37.1K -134 -21%
LWP
1836
Laurel Wealth Planning
Minnesota
$131K – – –
LFG
1837
Larson Financial Group
Missouri
$130K – – –
TF
1838
TimeScale Financial
Massachusetts
$129K – – –
WPWM
1839
Western Pacific Wealth Management
Illinois
$128K +$34.9K +126 +35%
HC
1840
Hoese & Co
Minnesota
$126K – – –
TFP
1841
Tilia Fiduciary Partners
North Carolina
$120K – – –
RTC
1842
Riverview Trust Company
Washington
$118K -$60.9K -220 -33%
PPWM
1843
PFG Private Wealth Management
Florida
$117K -$830 -3 -0.7%
JSAM
1844
J. Safra Asset Management
New York
$117K +$121K +439 New
OBWP
1845
O'Brien Wealth Partners
Massachusetts
$117K +$121K +438 New
CCA
1846
Column Capital Advisors
Indiana
$115K +$22.1K +80 +23%
TWA
1847
TCI Wealth Advisors
Arizona
$114K -$38.2K -138 -24%
BCM
1848
Bourgeon Capital Management
Connecticut
$113K – – –
SC
1849
Seldon Capital
California
$113K – – –
APF
1850
Alaska Permanent Fund
Alaska
$112K -$15.5K -56 -12%
72 73
74
75 76