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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1826
Fermata Advisors
California
$364K -$58K -159 -13%
OCM
1827
One Capital Management
California
$363K +$9.48K +26 +3%
QPWM
1828
Quadrant Private Wealth Management
Pennsylvania
$363K +$12K +33 +3%
OWM
1829
OneAscent Wealth Management
Alabama
$361K – – –
ABC
1830
Associated Banc-Corp
Wisconsin
$361K -$60.1K -165 -14%
NB
1831
Nicolet Bankshares
Wisconsin
$360K – – –
JFA
1832
JNBA Financial Advisors
Minnesota
$359K -$16.8K -46 -4%
APW
1833
Austin Private Wealth
Texas
$359K -$10.2K -28 -3%
WWM
1834
Western Wealth Management
Colorado
$359K +$35K +96 +10%
FG
1835
Foster Group
Iowa
$358K +$377K +1,033 New
CAL
1836
Capital Advisors Ltd
Ohio
$358K +$14.6K +40 +4%
RW
1837
REDW Wealth
New Mexico
$355K – – –
WCWM
1838
Willow Creek Wealth Management
California
$354K +$9.48K +26 +3%
FTIS
1839
First Trust Investment Solutions
Florida
$352K -$20K -55 -5%
NB
1840
Northwest Bancshares
Pennsylvania
$352K +$370K +1,015 New
SPC
1841
Stewart & Patten Company
California
$351K – – –
UFF
1842
USA Financial Formulas
Michigan
$351K +$366K +1,004 +12,550%
FWI
1843
Facet Wealth Inc
Maryland
$351K +$131K +359 +46%
1WM
1844
1858 Wealth Management
Ohio
$350K – – –
BAM
1845
Brave Asset Management
New Jersey
$350K -$6.92K -19 -2%
PO
1846
Private Ocean
California
$348K – – –
SP
1847
Stonebrook Private
Michigan
$348K +$14.2K +39 +4%
PAA
1848
Peregrine Asset Advisers
Oregon
$348K +$8.38K +23 +2%
GCM
1849
Graham Capital Management
Connecticut
$347K +$364K +1,000 New
WDG
1850
Wealth Dimensions Group
Ohio
$346K -$38.3K -105 -10%
72 73
74
75 76