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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
2151
Planned Solutions
California
$117K +$109K +330 New
ACM
2152
Aster Capital Management
United Arab Emirates
$116K +$108K +329 New
RA
2153
Rise Advisors
New York
$116K +$329 +1 +0.3%
POIA
2154
Pin Oak Investment Advisors
Texas
$115K -$1.31K -4 -1%
FFO
2155
Fortitude Family Office
Arizona
$112K +$37.8K +115 +57%
ETS
2156
ESL Trust Services
New York
$111K -$14.5K -44 -12%
HDIM
2157
Hanson & Doremus Investment Management
Vermont
$107K -$28.9K -88 -22%
WPA
2158
West Paces Advisors
Georgia
$107K +$4.93K +15 +5%
SVCP
2159
Silicon Valley Capital Partners
California
$107K +$658 +2 +0.7%
RWM
2160
Raffa Wealth Management
District of Columbia
$106K – – –
BIC
2161
Beach Investment Counsel
Pennsylvania
$106K – – –
GTAM
2162
Global Trust Asset Management
Florida
$106K – – –
PA
2163
PSI Advisors
Florida
$102K +$329 +1 +0.3%
GJIA
2164
Glass Jacobson Investment Advisors
Maryland
$101K – – –
MWM
2165
Mascoma Wealth Management
New Hampshire
$100K – – –
AF
2166
Arrow Financial
New York
$97.2K – – –
HWA
2167
HHM Wealth Advisors
Tennessee
$96.9K +$27.6K +84 +44%
CT
2168
Clearstead Trust
Maine
$95.8K -$11.8K -36 -12%
PCFFS
2169
Pacific Center for Financial Services
California
$94K – – –
HGERS
2170
Householder Group Estate & Retirement Specialist
Arizona
$94K +$329 +1 +0.4%
CFD
2171
Creative Financial Designs
Indiana
$93K – – –
BAM
2172
Bellevue Asset Management
Washington
$92.3K – – –
JPWM
2173
Jamison Private Wealth Management
Georgia
$91.2K – – –
BIA
2174
Bell Investment Advisors
California
$90.5K +$1.31K +4 +2%
DCP
2175
DSM Capital Partners
Florida
$90.1K – – –
85 86
87
88 89