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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CGIM
1926
Capital Group Investment Management
Singapore
$255K +$258K +842 New
BSWM
1927
Boston Standard Wealth Management
Massachusetts
$255K – – –
RBFC
1928
Roman Butler Fullerton & Co
Missouri
$254K -$1.23K -4 -0.5%
9WM
1929
9258 Wealth Management
Ohio
$254K -$143K -468 -36%
1WM
1930
1858 Wealth Management
Ohio
$252K -$50.9K -166 -17%
WW
1931
Westshore Wealth
California
$252K +$36.1K +118 +17%
KFA
1932
Kelleher Financial Advisors
New York
$252K – – –
CWP
1933
Core Wealth Partners
California
$251K -$11.9K -39 -5%
DA
1934
Drake & Associates
Wisconsin
$251K -$406K -1,326 -62%
BTWM
1935
Brass Tax Wealth Management
Ohio
$251K +$253K +826 New
HBT
1936
Heartland Bank & Trust
Illinois
$250K -$193K -631 -43%
WMA
1937
Wealth Management Associates
New Jersey
$250K – – –
HIM
1938
Hillsdale Investment Management
Ontario, Canada
$249K -$162K -530 -39%
AIM
1939
Athena Investment Management
California
$249K – – –
FWM
1940
Foguth Wealth Management
Michigan
$249K -$324K -1,057 -56%
FWP
1941
Firethorn Wealth Partners
Georgia
$248K +$2.76K +9 +1%
IP
1942
Ignite Planners
California
$248K +$4.59K +15 +2%
CCA
1943
Cora Capital Advisors
New Jersey
$248K – – –
OFS
1944
OneAscent Financial Services
Alabama
$247K -$115K -375 -32%
MWM
1945
MGB Wealth Management
Texas
$247K – – –
RWM
1946
RKL Wealth Management
Pennsylvania
$246K +$248K +810 New
SIM
1947
SSI Investment Management
California
$245K – – –
BWG
1948
Berry Wealth Group
Texas
$245K +$40.7K +133 +20%
WA
1949
Wealthstream Advisors
New York
$244K -$142K -462 -36%
MAA
1950
Matrix Asset Advisors
New York
$244K -$3.06K -10 -1%
76 77
78
79 80