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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
DWS
1951
Discipline Wealth Solutions
South Carolina
$282K – – –
TA
1952
TrueWealth Advisors
Alabama
$282K +$319K +904 New
TL
1953
Tradewinds LLC
North Carolina
$282K -$8.12K -23 -2%
BWM
1954
BlackDiamond Wealth Management
New York
$281K +$44.5K +126 +16%
DWM
1955
Darwin Wealth Management
Florida
$281K – – –
HBT
1956
Heartland Bank & Trust
Illinois
$280K -$13.8K -39 -4%
JHCP
1957
Jackson Hole Capital Partners
Oklahoma
$279K – – –
ESBC
1958
E.S. Barr & Co
Kentucky
$279K – – –
TWM
1959
Thrive Wealth Management
Pennsylvania
$277K -$18K -51 -5%
FCB
1960
First County Bank
Connecticut
$277K -$42K -119 -12%
GEA
1961
Glen Eagle Advisors
New Jersey
$276K -$130K -369 -29%
ACM
1962
Alta Capital Management
Utah
$275K -$228K -647 -42%
WA
1963
Wealthstream Advisors
New York
$275K -$2.83K -8 -0.9%
PCA
1964
Purkiss Capital Advisors
Connecticut
$273K +$23K +65 +8%
LF
1965
Lee Financial
Texas
$273K -$37.1K -105 -11%
MME
1966
Meag Munich Ergo
Germany
$273K -$1.23M -3,492 -80%
MA
1967
MCF Advisors
Kentucky
$272K -$11.3K -32 -4%
CM
1968
Cercano Management
Washington
$272K – – –
BWS
1969
Broadway Wealth Solutions
Texas
$272K -$8.83K -25 -3%
PMG
1970
Private Management Group
California
$271K – – –
AFS
1971
Axiom Financial Strategies
Indiana
$270K -$706 -2 -0.2%
TAM
1972
Tucker Asset Management
Colorado
$270K -$92.9K -263 -23%
GSWM
1973
Greenup Street Wealth Management
Michigan
$268K +$5.65K +16 +2%
AGC
1974
Aspen Grove Capital
Colorado
$267K +$13.8K +39 +5%
GLLW
1975
Graves Light Lenhart Wealth
Virginia
$267K -$18K -51 -6%
77 78
79
80 81