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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
PSB
1951
Piscataqua Savings Bank
New Hampshire
$241K – – –
VAF
1952
Values Added Financial
District of Columbia
$238K -$26.3K -86 -10%
MSWM
1953
McGlone Suttner Wealth Management
Wisconsin
$236K +$206K +673 New
LGG
1954
Luts & Greenleigh Group
Maryland
$235K +$238K +776 New
OWA
1955
Opal Wealth Advisors
New York
$235K +$19.3K +63 +9%
LF
1956
Lee Financial
Texas
$235K +$237K +775 New
CA
1957
Crewe Advisors
Utah
$235K +$109K +356 +85%
GPI
1958
General Partner Inc
Pennsylvania
$234K – – –
BBA
1959
Braun-Bostich & Associates
Pennsylvania
$234K +$32.5K +106 +16%
CCFM
1960
Clear Creek Financial Management
Washington
$234K -$3.68K -12 -2%
GA
1961
Greenspring Advisors
Maryland
$234K – – –
GWSG
1962
GPS Wealth Strategies Group
Colorado
$233K -$5.21K -17 -2%
BFG
1963
Beacon Financial Group
Texas
$233K +$235K +768 New
FWM
1964
FMFE Wealth Management
New York
$233K – – –
GAG
1965
Goodman Advisory Group
Massachusetts
$233K +$235K +767 New
EIG
1966
Ellenbecker Investment Group
Wisconsin
$232K +$235K +766 New
DWM
1967
Darwin Wealth Management
Florida
$232K +$27.3K +89 +13%
SCA
1968
Sandy Cove Advisors
Massachusetts
$230K -$5.82K -19 -2%
VWA
1969
Visionary Wealth Advisors
Illinois
$230K -$10.7K -35 -4%
LEA
1970
Legacy Edge Advisors
New York
$230K +$9.19K +30 +4%
TFF
1971
The Family Firm
Maryland
$229K +$9.19K +30 +4%
OW
1972
Olistico Wealth
Oklahoma
$229K – – –
SFG
1973
Sunburst Financial Group
Alabama
$229K +$613 +2 +0.3%
WWM
1974
Western Wealth Management
Colorado
$229K -$86.1K -281 -27%
HFP
1975
Holistic Financial Partners
Indiana
$228K +$27.3K +89 +13%
77 78
79
80 81