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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
2051
Core Wealth Partners
California
$281K
HKIMG
2052
Hutchens & Kramer Investment Management Group
Indiana
$281K +$16.9K +47 +6%
NG
2053
Northstar Group
New York
$281K
DWM
2054
Darwin Wealth Management
Florida
$281K +$10.1K +28 +4%
TWM
2055
TCFG Wealth Management
California
$280K -$3.6K -10 -1%
RWM
2056
RKL Wealth Management
Pennsylvania
$280K -$5.4K -15 -2%
HWM
2057
Hohimer Wealth Management
Washington
$277K
AWA
2058
Alta Wealth Advisors
Massachusetts
$277K +$3.24K +9 +1%
BWM
2059
BlackDiamond Wealth Management
New York
$277K +$17.6K +49 +7%
BWG
2060
Berry Wealth Group
Texas
$275K -$14.4K -40 -5%
EFP
2061
Elser Financial Planning
Indiana
$274K +$281K +780 New
Bank of Nova Scotia
2062
Bank of Nova Scotia
Ontario, Canada
$274K -$3.6K -10 -1%
HFP
2063
Holistic Financial Partners
Indiana
$274K +$6.12K +17 +2%
VWA
2064
Visionary Wealth Advisors
Illinois
$274K +$9.36K +26 +3%
AAS
2065
Annex Advisory Services
Wisconsin
$273K -$39.2K -109 -12%
OAS
2066
Optivise Advisory Services
Tennessee
$273K -$5.4K -15 -2%
MHC
2067
May Hill Capital
Massachusetts
$273K +$279K +776 New
SFG
2068
Sunburst Financial Group
Alabama
$273K +$7.56K +21 +3%
SCM
2069
Seascape Capital Management
New Hampshire
$272K -$84.6K -235 -23%
BCM
2070
Boltwood Capital Management
California
$272K +$278K +772 New
GA
2071
Greenspring Advisors
Maryland
$271K
OW
2072
Olistico Wealth
Oklahoma
$271K +$360 +1 +0.1%
GWSG
2073
GPS Wealth Strategies Group
Colorado
$271K -$360 -1 -0.1%
PWP
2074
Parkwoods Wealth Partners
New York
$270K
CWP
2075
CFM Wealth Partners
Texas
$269K