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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
GHA
1926
Granite Harbor Advisors
Texas
$272K +$34.4K +113 +14%
OC
1927
Opinicus Capital
Florida
$272K -$8.83K -29 -3%
1WA
1928
180 Wealth Advisors
Washington
$271K -$11.9K -39 -4%
DWS
1929
Discipline Wealth Solutions
South Carolina
$270K – – –
TCM
1930
Traynor Capital Management
Pennsylvania
$270K +$68.8K +226 +34%
FWI
1931
Facet Wealth Inc
Maryland
$269K +$48.1K +158 +19%
VAF
1932
Values Added Financial
District of Columbia
$269K +$63K +207 +30%
LOPW
1933
Live Oak Private Wealth
North Carolina
$268K -$2.74K -9 -1%
CWMK
1934
Caliber Wealth Management (Kansas)
Kansas
$268K +$273K +898 New
LA
1935
LVW Advisors
New York
$268K -$10.4K -34 -4%
JHCP
1936
Jackson Hole Capital Partners
Oklahoma
$268K – – –
ESBC
1937
E.S. Barr & Co
Kentucky
$267K – – –
RB
1938
Renasant Bank
Mississippi
$267K -$19.8K -65 -7%
EL
1939
EWA LLC
Pennsylvania
$267K -$160K -524 -37%
ACM
1940
Alta Capital Management
Utah
$263K – – –
GD
1941
Grandfield & Dodd
New York
$262K -$206K -677 -44%
WH
1942
Willner & Heller
California
$262K +$28.9K +95 +12%
MCWA
1943
Meadow Creek Wealth Advisors
Georgia
$261K +$44.2K +145 +20%
SL
1944
Sentinus LLC
Illinois
$261K +$6.7K +22 +3%
FCA
1945
Fortis Capital Advisors
Kansas
$260K -$734K -2,411 -73%
CWP
1946
Core Wealth Partners
California
$260K +$7.61K +25 +3%
MA
1947
MCF Advisors
Kentucky
$259K -$1.83K -6 -0.7%
KA
1948
Kovack Advisors
Florida
$259K +$25.9K +85 +11%
CCA
1949
Cora Capital Advisors
New Jersey
$258K +$9.14K +30 +4%
EPW
1950
Endeavor Private Wealth
Kansas
$257K +$17.7K +58 +7%
76 77
78
79 80