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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
COFSG
2051
Carbahal Olsen Financial Services Group
California
$282K +$289K +803 New
SAM
2052
SP Asset Management
California
$282K +$1.44K +4 +0.5%
CWP
2053
Core Wealth Partners
California
$281K – – –
HKIMG
2054
Hutchens & Kramer Investment Management Group
Indiana
$281K +$16.9K +47 +6%
NG
2055
Northstar Group
New York
$281K – – –
DWM
2056
Darwin Wealth Management
Florida
$281K +$10.1K +28 +4%
TWM
2057
TCFG Wealth Management
California
$280K -$3.6K -10 -1%
RWM
2058
RKL Wealth Management
Pennsylvania
$280K -$5.4K -15 -2%
HWM
2059
Hohimer Wealth Management
Washington
$277K – – –
AWA
2060
Alta Wealth Advisors
Massachusetts
$277K +$3.24K +9 +1%
BWM
2061
BlackDiamond Wealth Management
New York
$277K +$17.6K +49 +7%
BWG
2062
Berry Wealth Group
Texas
$275K -$14.4K -40 -5%
EFP
2063
Elser Financial Planning
Indiana
$274K +$281K +780 New
Bank of Nova Scotia
2064
Bank of Nova Scotia
Ontario, Canada
$274K -$3.6K -10 -1%
HFP
2065
Holistic Financial Partners
Indiana
$274K +$6.12K +17 +2%
VWA
2066
Visionary Wealth Advisors
Illinois
$274K +$9.36K +26 +3%
AAS
2067
Annex Advisory Services
Wisconsin
$273K -$39.2K -109 -12%
OAS
2068
Optivise Advisory Services
Tennessee
$273K -$5.4K -15 -2%
MHC
2069
May Hill Capital
Massachusetts
$273K +$279K +776 New
SFG
2070
Sunburst Financial Group
Alabama
$273K +$7.56K +21 +3%
SCM
2071
Seascape Capital Management
New Hampshire
$272K -$84.6K -235 -23%
BCM
2072
Boltwood Capital Management
California
$272K +$278K +772 New
GA
2073
Greenspring Advisors
Maryland
$271K – – –
OW
2074
Olistico Wealth
Oklahoma
$271K +$360 +1 +0.1%
GWSG
2075
GPS Wealth Strategies Group
Colorado
$271K -$360 -1 -0.1%