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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
FFC
1951
First Financial Corp
Indiana
$44.3K – – –
AWM
1952
Abound Wealth Management
Tennessee
$43.3K +$6.27K +23 +18%
ACM
1953
Antonetti Capital Management
Florida
$42.9K – – –
MWM
1954
Mascoma Wealth Management
New Hampshire
$42.6K – – –
EWM
1955
Endurance Wealth Management
Rhode Island
$42K – – –
BIA
1956
Bell Investment Advisors
California
$41.7K -$19.9K -73 -33%
SWA
1957
Sutton Wealth Advisors
Florida
$41.2K -$12K -44 -23%
OAJ
1958
Ogorek Anthony Joseph
New York
$40K – – –
FMP
1959
Financial Management Professionals
Texas
$39K -$818 -3 -2%
SFCL
1960
Strengthening Families & Communities LLC
Massachusetts
$38.7K +$39.8K +146 +3%
TCWA
1961
Ten Capital Wealth Advisors
Washington
$38.3K +$15.5K +57 +74%
FCB
1962
First Command Bank
Texas
$37.7K +$20.4K +75 +132%
FCFS
1963
First Command Financial Services
Texas
$37.7K +$20.4K +75 +132%
NF
1964
Norwood Financial
Pennsylvania
$36K – – –
EA
1965
Evolution Advisers
Virginia
$35K – – –
FWM
1966
Focused Wealth Management
New York
$34.2K +$273 +1 +0.8%
BWM
1967
Baystate Wealth Management
Massachusetts
$33.4K +$3.82K +14 +14%
TWP
1968
TFO Wealth Partners
Ohio
$32K +$30.3K +111 +11,100%
VNA
1969
Valley National Advisers
Pennsylvania
$32K – – –
GM
1970
GeoWealth Management
Illinois
$32K +$4.91K +18 +20%
ST
1971
Sageworth Trust
Pennsylvania
$30.6K +$26.2K +96 +873%
MAWCM
1972
Mine & Arao Wealth Creation & Management
California
$30K – – –
BC
1973
Barrett & Company
Rhode Island
$28.6K – – –
LWANC
1974
Laurel Wealth Advisors (North Carolina)
North Carolina
$28.6K – – –
SIS
1975
Strategic Investment Solutions
Illinois
$28.3K +$27K +99 New
77 78
79
80 81