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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
1901
TrustCore Financial Services
Tennessee
$44K – – –
FCG
1902
Financial Connections Group
California
$44K +$22.5K +75 +88%
FFC
1903
First Financial Corp
Indiana
$43K -$15K -50 -24%
ACM
1904
Antonetti Capital Management
Florida
$42K – – –
EWM
1905
Endurance Wealth Management
Rhode Island
$40K – – –
OAJ
1906
Ogorek Anthony Joseph
New York
$39K – – –
UWM
1907
Urban Wealth Management
California
$39K +$42.4K +141 New
BC
1908
Burleson & Co
California
$37K -$21.3K -71 -35%
AS
1909
Altshuler Shaham
Israel
$35K -$15K -50 -28%
EA
1910
Evolution Advisers
Virginia
$35K – – –
SC
1911
Solstein Capital
California
$35K – – –
TSWM
1912
Tyler-Stone Wealth Management
Ohio
$35K – – –
SFO
1913
Standard Family Office
South Dakota
$35K +$37.9K +126 New
ARMC
1914
American Research & Management Company
Massachusetts
$34K – – –
FWM
1915
Focused Wealth Management
New York
$33K – – –
SC
1916
Schubert & Co
Texas
$32K +$14.4K +48 +72%
FMP
1917
Financial Management Professionals
Texas
$30K -$6.31K -21 -16%
RIM
1918
Rockbridge Investment Management
New York
$29.4K -$60.1K -200 -65%
SC
1919
Siena Capital
Ohio
$29K – – –
BWM
1920
Baystate Wealth Management
Massachusetts
$28K -$28.8K -96 -48%
DAC
1921
Dividend Assets Capital
South Carolina
$28K – – –
LWANC
1922
Laurel Wealth Advisors (North Carolina)
North Carolina
$28K – – –
MAWCM
1923
Mine & Arao Wealth Creation & Management
California
$28K – – –
HF
1924
Halpern Financial
Virginia
$27.8K – – –
SOW
1925
State of Wyoming
Wyoming
$27K -$248K -827 -89%
75 76
77
78 79