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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1876
Thrive Wealth Management
Pennsylvania
$318K +$3.62K +11 +1%
MCWA
1877
Meadow Creek Wealth Advisors
Georgia
$317K +$49.7K +151 +20%
JHCP
1878
Jackson Hole Capital Partners
Oklahoma
$316K – – –
BWM
1879
Blossom Wealth Management
California
$316K +$63.1K +192 +27%
RWP
1880
Revolve Wealth Partners
New Jersey
$315K +$60.5K +184 +26%
PPP
1881
Private Portfolio Partners
New Jersey
$314K +$292K +889 New
AC
1882
ASB Consultores
Florida
$314K -$174K -530 -37%
AAS
1883
Annex Advisory Services
Wisconsin
$313K +$3.95K +12 +1%
CFG
1884
Cooper Financial Group
California
$313K +$44.7K +136 +18%
ICP
1885
Interchange Capital Partners
Pennsylvania
$313K +$10.9K +33 +4%
OFS
1886
Orrstown Financial Services
Pennsylvania
$312K +$59.8K +182 +26%
MAM
1887
Mystic Asset Management
Rhode Island
$311K +$290K +881 New
WA
1888
Wealthstream Advisors
New York
$310K +$24K +73 +9%
LA
1889
LVW Advisors
New York
$309K -$28.3K -86 -9%
MME
1890
Meag Munich Ergo
Germany
$309K – – –
CM
1891
Cercano Management
Washington
$308K +$286K +871 New
PMG
1892
Private Management Group
California
$308K -$2.3K -7 -0.8%
9WM
1893
9258 Wealth Management
Ohio
$306K +$9.21K +28 +3%
BSWM
1894
Boston Standard Wealth Management
Massachusetts
$305K +$7.24K +22 +3%
CWM
1895
Campbell Wealth Management
Virginia
$305K +$66.1K +201 +30%
CW
1896
Code Waechter
Florida
$305K +$284K +864 New
LAM
1897
LifePro Asset Management
California
$305K +$283K +862 New
SEIA
1898
Signature Estate & Investment Advisors
California
$305K +$283K +862 New
JFA
1899
JNBA Financial Advisors
Minnesota
$305K -$46K -140 -14%
WMA
1900
Wealth Management Associates
New Jersey
$304K +$12.5K +38 +5%
74 75
76
77 78