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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
RTL
2176
Red Tortoise LLC
Georgia
$57.2K – – –
FWM
2177
FSA Wealth Management
Massachusetts
$56K +$51.9K +161 New
TSWM
2178
Tyler-Stone Wealth Management
Ohio
$55.8K +$14.8K +46 +41%
DCM
2179
Davis Capital Management
Florida
$55.8K +$51.3K +159 New
FMP
2180
Financial Management Professionals
Texas
$55K – – –
LA
2181
LM Advisors
California
$53K +$48.7K +151 New
LIA
2182
Luken Investment Analytics
Tennessee
$52.6K – – –
W
2183
WealthCollab
Washington
$51.9K +$47.7K +148 New
PMFA
2184
Plante Moran Financial Advisors
Michigan
$51.6K +$20.6K +64 +77%
OAJ
2185
Ogorek Anthony Joseph
New York
$49K – – –
SWA
2186
SOA Wealth Advisors
New York
$48.4K – – –
HGERS
2187
Householder Group Estate & Retirement Specialist
Arizona
$47K -$21.9K -68 -33%
NF
2188
Norwood Financial
Pennsylvania
$44.2K – – –
DAC
2189
Dividend Assets Capital
South Carolina
$44K – – –
VWA
2190
Valued Wealth Advisors
Utah
$43.6K +$45.8K +142 New
PWMG
2191
Private Wealth Management Group
New Jersey
$42.8K +$39.3K +122 New
CH
2192
Canton Hathaway
Rhode Island
$42K – – –
OA
2193
Operose Advisors
Wisconsin
$41.8K -$175K -542 -82%
TWP
2194
TFO Wealth Partners
Ohio
$39.3K -$39K -121 -52%
FWM
2195
Focused Wealth Management
New York
$38.5K – – –
RIM
2196
Rockbridge Investment Management
New York
$37.2K +$34.2K +106 New
MAWCM
2197
Mine & Arao Wealth Creation & Management
California
$36.8K – – –
LTI
2198
Laffer Tengler Investments
Tennessee
$35.8K +$19.3K +60 +143%
CW
2199
Cooksen Wealth
Texas
$35.8K +$32.9K +102 New
PA
2200
Pineridge Advisors
Missouri
$35.4K +$32.6K +101 New
86 87
88
89 90