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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2126
Able Wealth Management
New Jersey
$113K +$104K +322 New
KA
2127
Kozak & Associates
Colorado
$112K – – –
SCA
2128
Sander Capital Advisors
Washington
$112K -$32.2K -100 -24%
WPA
2129
West Paces Advisors
Georgia
$110K +$19K +59 +23%
CPG
2130
Cornerstone Planning Group
New Jersey
$108K -$1.61K -5 -2%
RWM
2131
Raffa Wealth Management
District of Columbia
$108K -$1.29K -4 -1%
CT
2132
Clearstead Trust
Maine
$108K – – –
GTAM
2133
Global Trust Asset Management
Florida
$105K – – –
PA
2134
PSI Advisors
Florida
$100K +$322 +1 +0.4%
GJIA
2135
Glass Jacobson Investment Advisors
Maryland
$100K +$14.5K +45 +19%
MWM
2136
Mascoma Wealth Management
New Hampshire
$99.7K – – –
AWM
2137
AllSquare Wealth Management
New York
$99.3K -$322 -1 -0.4%
RDFA
2138
Ritter Daniher Financial Advisory
Ohio
$99.3K – – –
HCM
2139
Hollencrest Capital Management
California
$97.9K – – –
AF
2140
Arrow Financial
New York
$97.9K +$5.48K +17 +6%
OCM
2141
Orion Capital Management
California
$96.9K – – –
GKIM
2142
GW&K Investment Management
Massachusetts
$96K +$5.8K +18 +7%
MWA
2143
Moser Wealth Advisors
Washington
$92.6K +$6.45K +20 +8%
BAM
2144
Bellevue Asset Management
Washington
$91.6K – – –
RA
2145
Rational Advisors
New York
$88.8K -$116K -359 -59%
JPWM
2146
Jamison Private Wealth Management
Georgia
$88.1K – – –
WIM
2147
Westside Investment Management
California
$86K – – –
CJ
2148
Caitlin John
Michigan
$83.7K +$76.7K +238 New
MTIC
2149
Missouri Trust & Investment Company
Missouri
$81.8K – – –
LD
2150
Lipe & Dalton
New York
$81K – – –
84 85
86
87 88