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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1876
Thrive Wealth Management
Pennsylvania
$313K +$20K +62 +7%
RBC
1877
Roble Belko & Company
Pennsylvania
$312K – – –
HP
1878
Hilltop Partners
Indiana
$312K +$8.7K +27 +3%
PPP
1879
Private Portfolio Partners
New Jersey
$311K +$322 +1 +0.1%
LTAS
1880
Linden Thomas Advisory Services
North Carolina
$310K +$285K +883 New
MHIC
1881
Marble Harbor Investment Counsel
Massachusetts
$307K – – –
HIM
1882
Hillsdale Investment Management
Ontario, Canada
$306K -$142K -440 -34%
AT
1883
Avalon Trust
New Mexico
$305K -$4.84K -15 -2%
CWP
1884
Core Wealth Partners
California
$304K – – –
EGWAG
1885
Elwood & Goetz Wealth Advisory Group
Georgia
$304K +$10.3K +32 +4%
DWM
1886
Darwin Wealth Management
Florida
$304K -$27.7K -86 -9%
NJBEST
1887
New Jersey Better Educational Savings Trust
New Jersey
$304K – – –
WMA
1888
Wealth Management Associates
New Jersey
$304K +$26.1K +81 +10%
CWM
1889
Curi Wealth Management
North Carolina
$303K -$4.51K -14 -2%
CRWM
1890
Castle Rock Wealth Management
California
$302K +$78.3K +243 +37%
OWA
1891
Opal Wealth Advisors
New York
$302K -$645 -2 -0.2%
AIP
1892
ARS Investment Partners
New York
$301K – – –
MIM
1893
Moseley Investment Management
Florida
$301K – – –
SAM
1894
SP Asset Management
California
$301K +$967 +3 +0.4%
EIA
1895
Edgemoor Investment Advisors
Maryland
$300K -$24.2K -75 -8%
EGA
1896
Eagle Global Advisors
Texas
$299K +$275K +853 New
MA
1897
MCF Advisors
Kentucky
$299K +$34.8K +108 +15%
SAM
1898
Seelaus Asset Management
New Jersey
$298K -$101K -312 -27%
PIAS
1899
PCA Investment Advisory Services
Ohio
$297K +$322 +1 +0.1%
KA
1900
Klingman & Associates
New York
$297K -$49.6K -154 -15%
74 75
76
77 78