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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
WE
2076
Wealth Effects
Massachusetts
$217K -$48.5K -133 -18%
PEA
2077
Park Edge Advisors
Ohio
$217K +$228K +625 New
EWM
2078
Elevatus Welath Management
New York
$216K -$3.11M -8,543 -93%
FCFC
2079
First Commonwealth Financial Corp
Pennsylvania
$215K – – –
RWM
2080
Rockline Wealth Management
New York
$215K – – –
PPG
2081
Peak Planning Group
Colorado
$214K – – –
BFIM
2082
Beese Fulmer Investment Management
Ohio
$214K – – –
CSIA
2083
Charles Schwab Investment Advisory
California
$214K +$4.74K +13 +2%
AGA
2084
Arkos Global Advisors
Texas
$213K +$224K +615 New
CA
2085
Continuum Advisory
Idaho
$213K -$488K -1,338 -66%
AWM
2086
Austin Wealth Management
Texas
$212K +$252K +691 New
NAS
2087
NWF Advisory Services
California
$212K +$223K +612 New
FMTCOCP
2088
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$212K -$7.65K -21 -3%
ZIG
2089
Zuckerman Investment Group
Illinois
$211K – – –
FFA
2090
Florida Financial Advisors
Florida
$210K +$221K +607 New
CMS
2091
Capital Market Strategies
Florida
$210K +$221K +606 New
CMP
2092
Coston McIsaac & Partners
Maine
$210K – – –
CWA
2093
Canvas Wealth Advisors
Kansas
$209K +$243K +666 New
6F
2094
626 Financial
Michigan
$209K – – –
WWMSC
2095
Wagner Wealth Management (South Carolina)
South Carolina
$209K – – –
EDRIA
2096
Edmonds Duncan Registered Investment Advisors
Kansas
$208K +$14.6K +40 +7%
AAMA
2097
Advanced Asset Management Advisors
Ohio
$208K -$29.2K -80 -12%
1WM
2098
1900 Wealth Management
Texas
$206K -$64.5K -177 -23%
ACG
2099
Allen Capital Group
Nebraska
$206K +$217K +594 New
CBA
2100
Coastal Bridge Advisors
Connecticut
$206K – – –
82 83
84
85 86