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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
LCGC
1876
Legacy Capital Group California
California
$406K +$28.4K +79 +7%
C
1877
Covestor
United Kingdom
$406K -$16.6K -46 -4%
LWM
1878
Lodestone Wealth Management
Washington
$405K -$20.2K -56 -5%
MPW
1879
Magnolia Private Wealth
Pennsylvania
$405K +$415K +1,152 New
AWM
1880
Aviso Wealth Management
Washington
$404K +$27.7K +77 +7%
EWM
1881
Endowment Wealth Management
Wisconsin
$403K -$2.16K -6 -0.5%
RDWM
1882
Red Door Wealth Management
Tennessee
$402K +$25.9K +72 +7%
HI
1883
Harbour Investments
Wisconsin
$401K -$720 -2 -0.2%
HA
1884
Harfst & Associates
Wyoming
$399K -$98.6K -274 -19%
PCMF
1885
Private Capital Management (Florida)
Florida
$398K -$7.56K -21 -2%
FFA
1886
Fi3 Financial Advisors
Indiana
$397K +$15.5K +43 +4%
TAM
1887
Tucker Asset Management
Colorado
$397K -$91.8K -255 -18%
FMII
1888
Farmers & Merchants Investments Inc
Nebraska
$396K -$1.44K -4 -0.4%
CFSG
1889
Clark Financial Services Group
Missouri
$396K +$38.9K +108 +11%
TWP
1890
Triad Wealth Partners
Kansas
$395K +$405K +1,124 New
CG
1891
Clarus Group
Texas
$394K – – –
CP
1892
Clarendon Private
Massachusetts
$394K +$404K +1,121 New
TIM
1893
Tortoise Investment Management
New York
$393K +$13.7K +38 +4%
SIM
1894
Seaview Investment Managers
Florida
$391K +$400K +1,111 New
AR
1895
Apeiron RIA
Texas
$390K +$19.1K +53 +5%
BA
1896
Bridgewater Associates
Connecticut
$390K -$221K -615 -36%
SFA
1897
Souders Financial Advisors
Ohio
$389K +$130K +361 +49%
CIP
1898
Convergence Investment Partners
Florida
$389K -$360 -1 -0.1%
SP
1899
Stonebrook Private
Michigan
$388K +$11.9K +33 +3%
BWP
1900
Burling Wealth Partners
Illinois
$388K +$397K +1,102 New
74 75
76
77 78