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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1951
Lee Financial
Texas
$345K +$353K +980 New
MFG
1952
Magnus Financial Group
New York
$345K – – –
MFT
1953
Moisand Fitzgerald Tamayo
Florida
$343K – – –
RMAM
1954
Raab & Moskowitz Asset Management
New Jersey
$343K +$14.4K +40 +4%
APW
1955
Aventura Private Wealth
Florida
$342K +$350K +973 New
CPC
1956
Consolidated Planning Corp
Georgia
$342K – – –
BEAM
1957
Baker Ellis Asset Management
Washington
$341K -$7.2K -20 -2%
EWS
1958
Evergreen Wealth Solutions
Pennsylvania
$341K -$117K -326 -25%
PFGIA
1959
Patriot Financial Group Insurance Agency
Massachusetts
$340K +$347K +965 New
IFU
1960
iSAM Funds (UK)
United Kingdom
$339K -$214K -594 -38%
EMAM
1961
Encompass More Asset Management
California
$337K +$71.3K +198 +26%
FPL
1962
Fortress Private Ledger
North Carolina
$337K +$344K +957 New
LGA
1963
Lebenthal Global Advisors
New York
$336K +$344K +956 New
SCM
1964
SOL Capital Management
Maryland
$334K – – –
SAM
1965
Seelaus Asset Management
New Jersey
$332K – – –
BWM
1966
Blossom Wealth Management
California
$332K +$17.6K +49 +5%
LA
1967
LVW Advisors
New York
$331K +$23.8K +66 +8%
TWM
1968
Thrive Wealth Management
Pennsylvania
$331K +$14.8K +41 +5%
JCM
1969
Jacobsen Capital Management
Utah
$330K +$1.44K +4 +0.4%
SEIA
1970
Signature Estate & Investment Advisors
California
$329K +$26.6K +74 +9%
HBT
1971
Heartland Bank & Trust
Illinois
$329K +$53.6K +149 +19%
LIA
1972
LS Investment Advisors
Michigan
$329K – – –
AFC
1973
AFT Forsyth & Company
Florida
$328K +$27K +75 +9%
BI
1974
Ballast Inc
Kentucky
$327K – – –
GA
1975
Goldstein Advisors
Wisconsin
$326K +$7.56K +21 +2%
77 78
79
80 81