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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
2126
Gen-Wealth Partners
Michigan
$79.7K -$855K -3,366 -92%
OCM
2127
Osbon Capital Management
Massachusetts
$79K +$74.7K +294 New
POIA
2128
Pin Oak Investment Advisors
Texas
$77K -$2.03K -8 -2%
STB
2129
S&T Bank
Pennsylvania
$76.2K – – –
RWM
2130
Raffa Wealth Management
District of Columbia
$74.1K +$4.07K +16 +6%
VWA
2131
VSM Wealth Advisory
Maryland
$73.5K -$7.11K -28 -9%
MS
2132
Monetary Solutions
Ohio
$72.7K +$68.8K +271 New
WIM
2133
Westside Investment Management
California
$71.6K +$2.79K +11 +4%
BAM
2134
Bellevue Asset Management
Washington
$70K – – –
LGWM
2135
Litman Gregory Wealth Management
California
$69.8K +$66.1K +260 New
CFD
2136
Creative Financial Designs
Indiana
$69.5K +$254 +1 +0.4%
GA
2137
GoalVest Advisory
New York
$69.2K +$11.9K +47 +22%
AWM
2138
Activest Wealth Management
Florida
$69.2K +$26.9K +106 +70%
CTWM
2139
Cherry Tree Wealth Management
Minnesota
$67.7K +$57.2K +225 +804%
PWA
2140
Provenance Wealth Advisors
Florida
$67.1K -$508K -2,000 -89%
WWA
2141
Wealth Watch Advisors
Colorado
$67.1K +$9.15K +36 +17%
KAS
2142
Kemnay Advisory Services
New York
$66.3K +$62.8K +247 New
OAJ
2143
Ogorek Anthony Joseph
New York
$66K – – –
EPIME
2144
Evelyn Partners Investment Management (Europe)
$65.7K – – –
PCFFS
2145
Pacific Center for Financial Services
California
$65.6K – – –
AAG
2146
Armstrong Advisory Group
Massachusetts
$65.5K – – –
RWM
2147
Rialto Wealth Management
New York
$65.5K +$762 +3 +1%
BIA
2148
Bell Investment Advisors
California
$65.2K +$26.7K +105 +76%
KA
2149
Kozak & Associates
Colorado
$64.6K – – –
BIM
2150
Breakwater Investment Management
Washington
$63.3K +$508 +2 +0.9%
84 85
86
87 88