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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
RWPA
1951
Richard W. Paul & Associates
Michigan
$243K -$30.9K -101 -11%
NG
1952
Northstar Group
New York
$242K – – –
CWP
1953
CFM Wealth Partners
Texas
$242K – – –
PSB
1954
Piscataqua Savings Bank
New Hampshire
$241K – – –
VAF
1955
Values Added Financial
District of Columbia
$238K -$26.3K -86 -10%
MSWM
1956
McGlone Suttner Wealth Management
Wisconsin
$236K +$206K +673 New
LGG
1957
Luts & Greenleigh Group
Maryland
$235K +$238K +776 New
OWA
1958
Opal Wealth Advisors
New York
$235K +$19.3K +63 +9%
LF
1959
Lee Financial
Texas
$235K +$237K +775 New
CA
1960
Crewe Advisors
Utah
$235K +$109K +356 +85%
GPI
1961
General Partner Inc
Pennsylvania
$234K – – –
BBA
1962
Braun-Bostich & Associates
Pennsylvania
$234K +$32.5K +106 +16%
CCFM
1963
Clear Creek Financial Management
Washington
$234K -$3.68K -12 -2%
GA
1964
Greenspring Advisors
Maryland
$234K – – –
GWSG
1965
GPS Wealth Strategies Group
Colorado
$233K -$5.21K -17 -2%
BFG
1966
Beacon Financial Group
Texas
$233K +$235K +768 New
FWM
1967
FMFE Wealth Management
New York
$233K – – –
GAG
1968
Goodman Advisory Group
Massachusetts
$233K +$235K +767 New
EIG
1969
Ellenbecker Investment Group
Wisconsin
$232K +$235K +766 New
DWM
1970
Darwin Wealth Management
Florida
$232K +$27.3K +89 +13%
SCA
1971
Sandy Cove Advisors
Massachusetts
$230K -$5.82K -19 -2%
VWA
1972
Visionary Wealth Advisors
Illinois
$230K -$10.7K -35 -4%
LEA
1973
Legacy Edge Advisors
New York
$230K +$9.19K +30 +4%
TFF
1974
The Family Firm
Maryland
$229K +$9.19K +30 +4%
OW
1975
Olistico Wealth
Oklahoma
$229K – – –
77 78
79
80 81