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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
1951
Richardson Financial Services
Massachusetts
$49.6K -$103K -443 -64%
BC
1952
Bayforest Capital
United Kingdom
$49.6K -$29.6K -127 -34%
NEWAS
1953
N.E.W. Advisory Services
Wisconsin
$49.4K -$48.9K -210 -46%
POIA
1954
Pin Oak Investment Advisors
Texas
$49K -$16.8K -72 -23%
JWM
1955
JPL Wealth Management
Colorado
$48.6K +$57.1K +245 New
EPIME
1956
Evelyn Partners Investment Management (Europe)
$48.6K – – –
AAG
1957
Armstrong Advisory Group
Massachusetts
$48.4K – – –
CFD
1958
Creative Financial Designs
Indiana
$47.6K -$4.43K -19 -7%
PWA
1959
Physician Wealth Advisors
Utah
$47.5K -$23.3K -100 -29%
RWM
1960
Rialto Wealth Management
New York
$47.4K -$1.17K -5 -2%
SMBT
1961
Southern Michigan Bank & Trust
Michigan
$47.4K +$55.7K +239 New
BIM
1962
Breakwater Investment Management
Washington
$46.6K -$233 -1 -0.4%
HCM
1963
Hollencrest Capital Management
California
$45K +$41.2K +177 +354%
KAS
1964
Kemnay Advisory Services
New York
$44.8K -$4.89K -21 -9%
GA
1965
GoalVest Advisory
New York
$44.2K -$8.15K -35 -14%
KA
1966
Kozak & Associates
Colorado
$44.1K – – –
TGY2IT
1967
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$44K +$51.7K +222 New
GAA
1968
Global Assets Advisory
Florida
$43.8K +$51.5K +221 New
IWS
1969
Intentional Wealth Strategies
Colorado
$43.8K +$51.5K +221 New
NFSG
1970
Newbridge Financial Services Group
Florida
$43.8K – – –
KSB
1971
Kennebec Savings Bank
Maine
$43.2K +$14K +60 +38%
FP
1972
Financial Perspectives
Minnesota
$41.6K – – –
WA
1973
Whipplewood Advisors
Colorado
$41.6K +$17.9K +77 +58%
HPWM
1974
High Point Wealth Management
New Jersey
$41.5K +$9.32K +40 +24%
GCM
1975
Gunpowder Capital Management
Maryland
$41.4K – – –
77 78
79
80 81