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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
2051
Invenio Wealth Partners
Florida
$219K -$17.4K -54 -8%
HFF
2052
Halter Ferguson Financial
Indiana
$218K +$200K +620 New
HTHT
2053
Hemenway Trust Hemenway Trust
New Hampshire
$218K +$200K +620 New
FCFC
2054
First Commonwealth Financial Corp
Pennsylvania
$218K +$200K +620 New
BWM
2055
BlackDiamond Wealth Management
New York
$217K +$189K +587 New
RWM
2056
Rockline Wealth Management
New York
$217K +$200K +619 New
PFGIA
2057
Patriot Financial Group Insurance Agency
Massachusetts
$217K -$13.2K -41 -6%
PPG
2058
Peak Planning Group
Colorado
$217K +$199K +618 New
BFIM
2059
Beese Fulmer Investment Management
Ohio
$217K +$199K +617 New
MAWA
2060
Moss Adams Wealth Advisors
Washington
$215K +$198K +613 New
TAM
2061
Titleist Asset Management
Texas
$215K +$197K +612 New
ZIG
2062
Zuckerman Investment Group
Illinois
$214K -$201K -623 -51%
OPPS
2063
Obsidian Personal Planning Solutions
Maryland
$213K +$196K +608 New
CWG
2064
Crown Wealth Group
North Carolina
$212K +$195K +605 New
CMP
2065
Coston McIsaac & Partners
Maine
$212K +$6.77K +21 +4%
SFG
2066
Summit Financial Group
West Virginia
$212K -$36.4K -113 -16%
6F
2067
626 Financial
Michigan
$212K +$194K +603 New
CSIA
2068
Charles Schwab Investment Advisory
California
$212K +$194K +603 New
WWMSC
2069
Wagner Wealth Management (South Carolina)
South Carolina
$212K +$194K +603 New
SVCP
2070
Silicon Valley Capital Partners
California
$211K +$645 +2 +0.3%
ABLA
2071
Alan B. Lancz & Associates
Ohio
$211K +$193K +600 New
EDRIA
2072
Edmonds Duncan Registered Investment Advisors
Kansas
$211K +$181K +560 New
JIP
2073
Jaffetilchin Investment Partners
Florida
$210K +$193K +599 New
WWP
2074
Waypoint Wealth Partners
California
$209K +$192K +596 New
TA
2075
TrueWealth Advisors
Alabama
$209K -$19.7K -61 -9%
81 82
83
84 85