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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
TAIM
1901
TD Ameritrade Investment Management
Nebraska
$49K -$12.3K -41 -19%
CSB
1902
City State Bank
Iowa
$49K – – –
TCWM
1903
Total Clarity Wealth Management
Illinois
$49K +$52.6K +175 New
HFS
1904
Heritage Financial Services
Massachusetts
$49K +$54.1K +180 New
DWP
1905
Destiny Wealth Partners
Florida
$48K – – –
RF
1906
Robbins Farley
New Hampshire
$47K +$51.1K +170 New
SWA
1907
SOA Wealth Advisors
New York
$46K -$3K -10 -6%
TFS
1908
TrustCore Financial Services
Tennessee
$44K – – –
FCG
1909
Financial Connections Group
California
$44K +$22.5K +75 +88%
FFC
1910
First Financial Corp
Indiana
$43K -$15K -50 -24%
ACM
1911
Antonetti Capital Management
Florida
$42K – – –
EWM
1912
Endurance Wealth Management
Rhode Island
$40K – – –
OAJ
1913
Ogorek Anthony Joseph
New York
$39K – – –
UWM
1914
Urban Wealth Management
California
$39K +$42.4K +141 New
BC
1915
Burleson & Co
California
$37K -$21.3K -71 -35%
AS
1916
Altshuler Shaham
Israel
$35K -$15K -50 -28%
EA
1917
Evolution Advisers
Virginia
$35K – – –
SC
1918
Solstein Capital
California
$35K – – –
TSWM
1919
Tyler-Stone Wealth Management
Ohio
$35K – – –
SFO
1920
Standard Family Office
South Dakota
$35K +$37.9K +126 New
ARMC
1921
American Research & Management Company
Massachusetts
$34K – – –
FWM
1922
Focused Wealth Management
New York
$33K – – –
SC
1923
Schubert & Co
Texas
$32K +$14.4K +48 +72%
FMP
1924
Financial Management Professionals
Texas
$30K -$6.31K -21 -16%
RIM
1925
Rockbridge Investment Management
New York
$29.4K -$60.1K -200 -65%
75 76
77
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