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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
1826
Kelleher Financial Advisors
New York
$255K – – –
TWM
1827
Thrive Wealth Management
Pennsylvania
$255K +$8.51K +27 +3%
HFM
1828
Hartford Funds Management
Pennsylvania
$255K +$261K +829 New
DA
1829
DSC Advisors
Illinois
$253K +$3.15K +10 +1%
RL
1830
Rogco LP
Oklahoma
$252K +$259K +822 New
SIM
1831
SSI Investment Management
California
$252K -$3.15K -10 -1%
TBC
1832
Ted Buchan & Co
California
$252K – – –
MAA
1833
Matrix Asset Advisors
New York
$250K – – –
SW
1834
Solidarity Wealth
Utah
$250K -$12.6K -40 -5%
CCA
1835
Cora Capital Advisors
New Jersey
$248K -$945 -3 -0.4%
KA
1836
Kure Advisory
Minnesota
$248K +$255K +808 New
TFA
1837
Teamwork Financial Advisors
Texas
$247K +$9.45K +30 +4%
CWS
1838
Confluence Wealth Services
Pennsylvania
$247K +$253K +803 New
NG
1839
Northstar Group
New York
$245K – – –
VCM
1840
Vivaldi Capital Management
Illinois
$245K +$20.5K +65 +9%
AFC
1841
AFT Forsyth & Company
Florida
$245K +$251K +797 New
GHAM
1842
Gilman Hill Asset Management
Connecticut
$244K -$13.5K -43 -5%
EWM
1843
Elevatus Welath Management
New York
$244K +$250K +795 New
C
1844
Covestor
United Kingdom
$244K -$50.4K -160 -17%
DCM
1845
Driehaus Capital Management
Illinois
$243K -$26.2K -83 -9%
CAWM
1846
Capital Advisors Wealth Management
Washington
$243K +$250K +792 New
LL
1847
LPWM LLC
Minnesota
$243K – – –
WBC
1848
West Branch Capital
Massachusetts
$241K +$44.4K +141 +22%
WMA
1849
Wealth Management Associates
New Jersey
$241K +$25.2K +80 +11%
GWSG
1850
GPS Wealth Strategies Group
Colorado
$241K +$315 +1 +0.1%
72 73
74
75 76