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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CAWM
2076
Capital Advisors Wealth Management
Washington
$217K -$60.1K -165 -21%
EWM
2077
Elite Wealth Management
Washington
$217K -$5.47K -15 -2%
LWM
2078
Lyell Wealth Management
California
$217K +$13.1K +36 +6%
TA
2079
TFB Advisors
Kansas
$217K +$265K +726 New
WE
2080
Wealth Effects
Massachusetts
$217K -$48.5K -133 -18%
PEA
2081
Park Edge Advisors
Ohio
$217K +$228K +625 New
EWM
2082
Elevatus Welath Management
New York
$216K -$3.11M -8,543 -93%
FCFC
2083
First Commonwealth Financial Corp
Pennsylvania
$215K – – –
RWM
2084
Rockline Wealth Management
New York
$215K – – –
PPG
2085
Peak Planning Group
Colorado
$214K – – –
BFIM
2086
Beese Fulmer Investment Management
Ohio
$214K – – –
CSIA
2087
Charles Schwab Investment Advisory
California
$214K +$4.74K +13 +2%
AGA
2088
Arkos Global Advisors
Texas
$213K +$224K +615 New
CA
2089
Continuum Advisory
Idaho
$213K -$488K -1,338 -66%
AWM
2090
Austin Wealth Management
Texas
$212K +$252K +691 New
NAS
2091
NWF Advisory Services
California
$212K +$223K +612 New
FMTCOCP
2092
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$212K -$7.65K -21 -3%
ZIG
2093
Zuckerman Investment Group
Illinois
$211K – – –
FFA
2094
Florida Financial Advisors
Florida
$210K +$221K +607 New
CMS
2095
Capital Market Strategies
Florida
$210K +$221K +606 New
CMP
2096
Coston McIsaac & Partners
Maine
$210K – – –
CWA
2097
Canvas Wealth Advisors
Kansas
$209K +$243K +666 New
6F
2098
626 Financial
Michigan
$209K – – –
WWMSC
2099
Wagner Wealth Management (South Carolina)
South Carolina
$209K – – –
EDRIA
2100
Edmonds Duncan Registered Investment Advisors
Kansas
$208K +$14.6K +40 +7%
82 83
84
85 86