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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1901
Catalina Capital Group
California
$309K -$574K -1,626 -62%
PWM
1902
Praetorian Wealth Management
California
$309K – – –
CWP
1903
Curated Wealth Partners
California
$309K +$54.4K +154 +18%
BW
1904
Blalock Williams
Alabama
$308K +$109K +308 +45%
WMA
1905
Wealth Management Associates
New Jersey
$306K – – –
MFG
1906
Magnus Financial Group
New York
$306K +$353 +1 +0.1%
TAM
1907
Titleist Asset Management
Texas
$305K -$20.5K -58 -6%
CSA
1908
Cornerstone Select Advisors
Missouri
$305K +$119K +338 +53%
SHFA
1909
SC&H Financial Advisors
Maryland
$304K -$232K -657 -40%
MFT
1910
Moisand Fitzgerald Tamayo
Florida
$304K – – –
RMAM
1911
Raab & Moskowitz Asset Management
New Jersey
$304K – – –
HA
1912
Harfst & Associates
Wyoming
$304K -$56.2K -159 -14%
APW
1913
Aventura Private Wealth
Florida
$304K – – –
DW30
1914
Drucker Wealth 3.0
New Jersey
$302K +$342K +968 New
AIP
1915
ARS Investment Partners
New York
$302K – – –
PWM
1916
Pines Wealth Management
North Carolina
$301K -$2.83K -8 -0.7%
SEIA
1917
Signature Estate & Investment Advisors
California
$301K +$9.54K +27 +3%
QPWM
1918
Quadrant Private Wealth Management
Pennsylvania
$300K -$118K -335 -26%
RB
1919
Renasant Bank
Mississippi
$299K -$87.9K -249 -21%
FPL
1920
Fortress Private Ledger
North Carolina
$299K – – –
DBRC
1921
D.B. Root & Company
Pennsylvania
$298K -$38.8K -110 -10%
I
1922
InceptionR
California
$298K +$337K +955 New
KFS
1923
Kelly Financial Services
Massachusetts
$298K +$49.8K +141 +17%
KFA
1924
Kelleher Financial Advisors
New York
$296K +$35.7K +101 +12%
SCM
1925
SOL Capital Management
Maryland
$296K – – –
75 76
77
78 79