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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
1901
Patriot Financial Group Insurance Agency
Massachusetts
$207K +$195K +670 New
OC
1902
Oakworth Capital
Alabama
$206K +$91.2K +314 +88%
FWA
1903
Freedom Wealth Alliance
Wisconsin
$206K +$190K +653 New
BFG
1904
Berger Financial Group
Minnesota
$206K +$194K +667 New
HWM
1905
Hohimer Wealth Management
Washington
$204K -$17.4K -60 -8%
HFP
1906
Holistic Financial Partners
Indiana
$204K +$192K +660 New
WC
1907
Waterloo Capital
Texas
$204K -$70.9K -244 -27%
JGUA
1908
John G. Ullman & Associates
New York
$203K +$191K +659 New
TA
1909
TrueWealth Advisors
Alabama
$203K +$191K +659 New
WE
1910
Wealth Effects
Massachusetts
$203K +$191K +659 New
DWA
1911
Dougherty Wealth Advisers
Minnesota
$203K – – –
RWP
1912
Revolve Wealth Partners
New Jersey
$203K +$191K +657 New
MU
1913
Mirova US
Massachusetts
$202K +$190K +654 New
GCP
1914
Gill Capital Partners
Colorado
$201K +$189K +652 New
GHA
1915
GW Henssler & Associates
Georgia
$201K -$22.1K -76 -10%
WBC
1916
West Branch Capital
Massachusetts
$199K +$12.8K +44 +7%
SFG
1917
Steward Financial Group
Texas
$198K +$21.5K +74 +13%
SVCP
1918
Silicon Valley Capital Partners
California
$184K +$119K +411 +222%
CMP
1919
Coston McIsaac & Partners
Maine
$183K +$2.91K +10 +2%
MHR
1920
Matthew Hamilton Rosenberg
$181K -$3.78K -13 -2%
RFG
1921
RFP Financial Group
Georgia
$179K – – –
KTC
1922
Kistler-Tiffany Companies
Pennsylvania
$176K -$1.74K -6 -1%
VCM
1923
Versant Capital Management
Arizona
$174K -$56.7K -195 -26%
TCWA
1924
Ten Capital Wealth Advisors
Washington
$172K +$123K +425 +317%
WPWM
1925
Western Pacific Wealth Management
Illinois
$168K +$18K +62 +13%
75 76
77
78 79