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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
1951
Wealth Management Associates
New Jersey
$345K +$43.2K +120 +14%
BSSFA
1952
Baron Silver Stevens Financial Advisors
Florida
$345K – – –
CFA
1953
Cahill Financial Advisors
Minnesota
$345K -$49.3K -137 -12%
LF
1954
Lee Financial
Texas
$345K +$353K +980 New
MFG
1955
Magnus Financial Group
New York
$345K – – –
MFT
1956
Moisand Fitzgerald Tamayo
Florida
$343K – – –
RMAM
1957
Raab & Moskowitz Asset Management
New Jersey
$343K +$14.4K +40 +4%
APW
1958
Aventura Private Wealth
Florida
$342K +$350K +973 New
CPC
1959
Consolidated Planning Corp
Georgia
$342K – – –
BEAM
1960
Baker Ellis Asset Management
Washington
$341K -$7.2K -20 -2%
EWS
1961
Evergreen Wealth Solutions
Pennsylvania
$341K -$117K -326 -25%
PFGIA
1962
Patriot Financial Group Insurance Agency
Massachusetts
$340K +$347K +965 New
IFU
1963
iSAM Funds (UK)
United Kingdom
$339K -$214K -594 -38%
EMAM
1964
Encompass More Asset Management
California
$337K +$71.3K +198 +26%
FPL
1965
Fortress Private Ledger
North Carolina
$337K +$344K +957 New
LGA
1966
Lebenthal Global Advisors
New York
$336K +$344K +956 New
SCM
1967
SOL Capital Management
Maryland
$334K – – –
SAM
1968
Seelaus Asset Management
New Jersey
$332K – – –
BWM
1969
Blossom Wealth Management
California
$332K +$17.6K +49 +5%
LA
1970
LVW Advisors
New York
$331K +$23.8K +66 +8%
TWM
1971
Thrive Wealth Management
Pennsylvania
$331K +$14.8K +41 +5%
JCM
1972
Jacobsen Capital Management
Utah
$330K +$1.44K +4 +0.4%
SEIA
1973
Signature Estate & Investment Advisors
California
$329K +$26.6K +74 +9%
HBT
1974
Heartland Bank & Trust
Illinois
$329K +$53.6K +149 +19%
LIA
1975
LS Investment Advisors
Michigan
$329K – – –
77 78
79
80 81