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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
1926
Financial Gravity Asset Management
Texas
$33.6K -$1.56M -5,644 -95%
EA
1927
Evolution Advisers
Virginia
$33K – – –
EE
1928
EWG Elevate
California
$32.3K +$33.5K +121 New
VNA
1929
Valley National Advisers
Pennsylvania
$32K – – –
FWM
1930
Focused Wealth Management
New York
$31.9K – – –
GGI
1931
Godsey & Gibb Inc
Virginia
$30.7K -$138K -500 -81%
TSWM
1932
Tyler-Stone Wealth Management
Ohio
$30K -$3.6K -13 -10%
SC
1933
Schubert & Co
Texas
$29.4K -$6.92K -25 -19%
CTB
1934
Country Trust Bank
Illinois
$28.6K -$85.7K -310 -74%
MAWCM
1935
Mine & Arao Wealth Creation & Management
California
$28K – – –
BWM
1936
Baystate Wealth Management
Massachusetts
$27K -$2.49K -9 -8%
DAC
1937
Dividend Assets Capital
South Carolina
$27K – – –
SC
1938
Sierra Capital
Florida
$27K +$2.49K +9 +10%
BC
1939
Barrett & Company
Rhode Island
$26.7K – – –
LWANC
1940
Laurel Wealth Advisors (North Carolina)
North Carolina
$26.7K – – –
MS
1941
Mizuho Securities
Japan
$26.7K +$27.7K +100 New
MPCL
1942
My Personal CFO LLC
Washington
$26.7K +$27.7K +100 New
TFGT
1943
TS Financial Group (TSFG)
Illinois
$26K +$277 +1 +1%
IRAG
1944
Investment Research & Advisory Group
Georgia
$25.9K – – –
OLVIG
1945
Oliver Lagore Vanvalin Investment Group
Michigan
$25.6K +$4.98K +18 +23%
GM
1946
GeoWealth Management
Illinois
$25K -$28.8K -104 -53%
AWM
1947
Avior Wealth Management
Nebraska
$24.8K – – –
AF
1948
Affiance Financial
Minnesota
$24.5K +$25.4K +92 New
LFA
1949
Legend Financial Advisors
Pennsylvania
$24.3K – – –
MVIP
1950
Mar Vista Investment Partners
California
$24K – – –
76 77
78
79 80