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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2051
Concord Wealth Partners
Virginia
$164K -$3.81K -15 -2%
HWP
2052
Highline Wealth Partners
California
$163K +$4.32K +17 +3%
CA
2053
CoreCap Advisors
Michigan
$154K -$11.2K -44 -7%
PAG
2054
Paladin Advisory Group
Iowa
$154K – – –
CCAM
2055
Cascades Capital Asset Management
North Carolina
$152K – – –
SIS
2056
Sound Income Strategies
Florida
$152K +$30.2K +119 +29%
GSWM
2057
Golden State Wealth Management
California
$150K -$82.6K -325 -37%
PMFA
2058
Plante Moran Financial Advisors
Michigan
$150K -$25.7K -101 -15%
GWSA
2059
Global Wealth Strategies & Associates
Colorado
$149K +$61.7K +243 +77%
UWS
2060
Unique Wealth Strategies
Illinois
$148K -$572K -2,252 -80%
SWA
2061
SOA Wealth Advisors
New York
$145K – – –
DWA
2062
Dougherty Wealth Advisers
Minnesota
$141K – – –
WG
2063
Wellington Group
Indiana
$139K +$132K +519 New
HBW
2064
Hazlett, Burt & Watson
West Virginia
$139K +$11.9K +47 +10%
TCM
2065
Tanaka Capital Management
New York
$137K – – –
BWL
2066
Bogart Wealth LLC
Virginia
$135K -$42.9K -169 -25%
GKIM
2067
GW&K Investment Management
Massachusetts
$135K +$31.8K +125 +33%
FCAS
2068
First Command Advisory Services
Texas
$134K +$12.4K +49 +11%
FMTCOCP
2069
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$133K – – –
HWA
2070
Heritage Wealth Advisors
Virginia
$131K -$254 -1 -0.2%
S
2071
Sachetta
Massachusetts
$130K -$818K -3,218 -87%
TWD
2072
True Wealth Design
Ohio
$130K +$57.9K +228 +89%
WTA
2073
Washington Trust Advisors
Massachusetts
$127K – – –
DIP
2074
DT Investment Partners
Pennsylvania
$125K -$15K -59 -11%
GIM
2075
Groesbeck Investment Management
New Jersey
$124K +$117K +462 New
81 82
83
84 85