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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
2201
1620 Investment Advisors
Massachusetts
$3.21K – – –
PS
2202
PayPay Securities
Japan
$3.07K +$261 +1 +9%
TFG
2203
Team Financial Group
California
$3.05K – – –
DWM
2204
Dogwood Wealth Management
Kansas
$2.96K -$6.78K -26 -68%
WA
2205
WestEnd Advisors
North Carolina
$2.96K +$782 +3 +33%
TPBG
2206
Turning Point Benefit Group
Maryland
$2.68K +$2.87K +11 New
SC
2207
Solstein Capital
California
$2.47K -$48.2K -185 -95%
NWMP
2208
Noble Wealth Management PBC
Colorado
$1.97K +$2.09K +8 New
CFFP
2209
Center for Financial Planning
Michigan
$1.73K – – –
CWM
2210
Cedar Wealth Management
California
$1.48K -$3.13K -12 -67%
TC
2211
Trust Company
Kansas
$1.48K – – –
BMC
2212
Bear Mountain Capital
Washington
$1.27K – – –
VWA
2213
Valued Wealth Advisors
Utah
$1.23K -$13.6K -52 -91%
WWM
2214
Wolff Wiese Magana
California
$1.23K -$8.61K -33 -87%
HIA
2215
HFM Investment Advisors
New Jersey
$1.23K -$522 -2 -29%
BGWM
2216
Bridge Generations Wealth Management
Florida
$1.23K – – –
PMAM
2217
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
LWMI
2218
Legacy Wealth Management (Idaho)
Idaho
$987 -$1.04K -4 -50%
EFMH
2219
E Fund Management (HK)
Hong Kong
$986 +$1.04K +4 New
TCM
2220
Tradewinds Capital Management
Washington
$740 -$23.5K -90 -97%
ACM
2221
Anfield Capital Management
California
$740 +$782 +3 New
CPG
2222
Cornerstone Planning Group
New Jersey
$524 -$12.8K -49 -33%
SA
2223
Strategic Advocates
Utah
$493 +$522 +2 New
CIA
2224
Cape Investment Advisory
Georgia
$247 -$2.35K -9 -90%
RJA
2225
Ross\Johnson & Associates
Minnesota
$247 – – –
87 88
89
90 91