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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
1926
DHJJ Financial Advisors
Illinois
$65.4K – – –
BOJHT
1927
Bank of Jackson Hole Trust
Wyoming
$65K -$14.7K -63 -16%
RFP
1928
Root Financial Partners
California
$63.5K -$27K -116 -27%
OAJ
1929
Ogorek Anthony Joseph
New York
$62K +$15.1K +65 +26%
BCFD
1930
Boit C.F. David
$59.5K – – –
ETS
1931
ESL Trust Services
New York
$59.5K – – –
SFAM
1932
Sawyer Falduto Asset Management
Illinois
$59.5K – – –
SGF
1933
S&G Foundation
Wyoming
$59.5K +$69.9K +300 New
HWA
1934
HHM Wealth Advisors
Tennessee
$58.7K +$27K +116 +64%
OCM
1935
Osbon Capital Management
Massachusetts
$58.4K – – –
CFG
1936
Clayton Financial Group
Missouri
$57.7K -$8.85K -38 -12%
DIP
1937
DT Investment Partners
Pennsylvania
$56.7K -$41.9K -180 -39%
BAM
1938
Byrne Asset Management
New Jersey
$55.7K -$4.66K -20 -7%
WIM
1939
Westside Investment Management
California
$55.3K – – –
VWA
1940
VSM Wealth Advisory
Maryland
$54.3K – – –
AFC
1941
Ares Financial Consulting
California
$54.2K +$54.8K +235 +588%
MS
1942
Monetary Solutions
Ohio
$53.7K – – –
IRAG
1943
Investment Research & Advisory Group
Georgia
$52.9K +$39.6K +170 +175%
PCFFS
1944
Pacific Center for Financial Services
California
$52.7K – – –
OCWP
1945
Owl Creek Wealth Partners
Colorado
$52.3K +$61.5K +264 New
TWD
1946
True Wealth Design
Ohio
$51.8K -$51.7K -222 -46%
RWM
1947
Raffa Wealth Management
District of Columbia
$51.6K -$3.73K -16 -6%
FPB
1948
First PREMIER Bank
South Dakota
$51K -$46.6K -200 -44%
CTWM
1949
Cherry Tree Wealth Management
Minnesota
$50.1K – – –
AWM
1950
Activest Wealth Management
Florida
$50K -$1.4K -6 -2%
76 77
78
79 80