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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
2101
Snider Financial Group
Washington
$258K +$264K +734 New
TP
2102
Tranquility Partners
Tennessee
$258K +$6.48K +18 +3%
KA
2103
Kovack Advisors
Florida
$257K -$3.24K -9 -1%
LEA
2104
Legacy Edge Advisors
New York
$256K – – –
BBA
2105
Braun-Bostich & Associates
Pennsylvania
$256K -$30.6K -85 -10%
RBC
2106
Roble Belko & Company
Pennsylvania
$256K – – –
LCM
2107
LCM Capital Management
Illinois
$255K – – –
TA
2108
TFB Advisors
Kansas
$255K -$360 -1 -0.1%
TFF
2109
The Family Firm
Maryland
$255K – – –
NRS
2110
Neville Rodie & Shaw
New York
$255K +$10.8K +30 +4%
OWA
2111
Opal Wealth Advisors
New York
$254K -$5.04K -14 -2%
CWP
2112
Concord Wealth Partners
Virginia
$254K -$3.96K -11 -2%
BOPW
2113
Brandywine Oak Private Wealth
Pennsylvania
$253K +$360 +1 +0.1%
OFS
2114
OneAscent Financial Services
Alabama
$253K +$5.04K +14 +2%
MCWA
2115
Meadow Creek Wealth Advisors
Georgia
$253K -$64.4K -179 -20%
SC
2116
Stance Capital
Massachusetts
$253K +$259K +719 New
APWM
2117
Argonautica Private Wealth Management
Massachusetts
$253K – – –
EC
2118
EdgeRock Capital
Colorado
$252K +$22.3K +62 +9%
PPC
2119
Pennington Partners & Co
Maryland
$252K +$257K +715 New
VAF
2120
Values Added Financial
District of Columbia
$251K -$34.2K -95 -12%
TCM
2121
Traynor Capital Management
Pennsylvania
$251K +$48.2K +134 +23%
AIM
2122
Athena Investment Management
California
$249K -$36K -100 -12%
FCG
2123
Fielder Capital Group
Tennessee
$248K +$18K +50 +8%
WC
2124
Whitney & Co
New York
$248K – – –
KJHP
2125
K.J. Harrison & Partners
Ontario, Canada
$248K – – –
83 84
85
86 87