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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
BOPW
1901
Brandywine Oak Private Wealth
Pennsylvania
$213K -$6.3K -20 -3%
TP
1902
Tranquility Partners
Tennessee
$213K +$945 +3 +0.4%
PCA
1903
Peddock Capital Advisors
Massachusetts
$213K – – –
RCG
1904
Rock Creek Group
District of Columbia
$211K -$29K -92 -12%
SIC
1905
Sterling Investment Counsel
New York
$210K – – –
RWP
1906
Revolve Wealth Partners
New Jersey
$209K +$7.56K +24 +4%
SIC
1907
SJS Investment Consulting
Ohio
$209K +$315 +1 +0.1%
AAMA
1908
Advanced Asset Management Advisors
Ohio
$209K – – –
LSWM
1909
Lorne Steinberg Wealth Management
Canada
$209K – – –
CCA
1910
Cottonwood Capital Advisors
Utah
$209K +$214K +679 New
IWP
1911
Invenio Wealth Partners
Florida
$208K -$142K -450 -40%
ESCM
1912
Echo Street Capital Management
New York
$208K -$1.57K -5 -0.7%
1WA
1913
180 Wealth Advisors
Washington
$208K +$214K +678 New
ICP
1914
Interchange Capital Partners
Pennsylvania
$207K +$212K +674 New
FBT
1915
First Bank & Trust
South Dakota
$207K -$9.14K -29 -4%
LCM
1916
LCM Capital Management
Illinois
$207K +$212K +673 New
IWN
1917
Independent Wealth Network
Iowa
$207K -$3.15K -10 -1%
WPW
1918
Watershed Private Wealth
Illinois
$207K – – –
LGA
1919
Lebenthal Global Advisors
New York
$206K +$211K +671 New
SFG
1920
Steward Financial Group
Texas
$206K +$9.14K +29 +5%
BAM
1921
Byrne Asset Management
New Jersey
$206K +$211K +670 New
ATIA
1922
American Trust Investment Advisors
New Hampshire
$206K -$45.7K -145 -18%
CRWM
1923
Castle Rock Wealth Management
California
$205K +$207K +656 New
GSIAS
1924
Garden State Investment Advisory Services
New Jersey
$205K -$36.2K -115 -15%
EIG
1925
Ellenbecker Investment Group
Wisconsin
$204K +$210K +665 New
75 76
77
78 79