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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
2076
Econ Financial Services
Pennsylvania
$8K +$7.29K +20 New
ECM
2077
Estabrook Capital Management
New York
$7.46K +$6.56K +18 New
AWM
2078
Avior Wealth Management
Nebraska
$7K -$33.2K -91 -83%
WR
2079
WD Rutherford
Oregon
$7K – – –
LIM
2080
Longfellow Investment Management
Massachusetts
$6K -$1.09K -3 -19%
AWM
2081
Accel Wealth Management
Iowa
$6K +$4.74K +13 New
BC
2082
Barnett & Company
Tennessee
$6K +$5.47K +15 New
BIM
2083
Baldwin Investment Management
Pennsylvania
$5.47K +$23.7K +65 +0.5%
BBHC
2084
Brown Brothers Harriman & Co
New York
$5.42K +$343K +941 +8%
AFS
2085
Annapolis Financial Services
Maryland
$5K – – –
APC
2086
Aspire Private Capital
North Carolina
$5K – – –
M1FG
2087
Mach-1 Financial Group
Arkansas
$5K +$4.74K +13 New
SFO
2088
Standard Family Office
South Dakota
$5K +$4.74K +13 New
RA
2089
Rise Advisors
New York
$4.56K +$4.01K +11 New
JIR
2090
James Investment Research
Ohio
$4K – – –
WWM
2091
Wolff Wiese Magana
California
$4K – – –
CP
2092
Castleview Partners
Texas
$3.63K +$549M +1,507,020 New
MGIM
2093
M&G Investment Management
United Kingdom
$3.51K -$59.2M -162,302 -95%
CWA
2094
Clearview Wealth Advisors
Oregon
$3K +$2.55K +7 New
MBFW
2095
Morton Brown Family Wealth
Pennsylvania
$3K +$2.92K +8 New
WPWM
2096
Western Pacific Wealth Management
Illinois
$3K +$3.28K +9 New
RCM
2097
Ravenstone Capital Management
$2.9K +$2.55K +7 New
LTI
2098
Laffer Tengler Investments
Tennessee
$2.07K – – –
BHWM
2099
Bay Harbor Wealth Management
Maryland
$2K -$729 -2 -22%
CCC
2100
Crescent Capital Consulting
Louisiana
$2K – – –
82 83
84
85 86