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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
2226
Basepoint Wealth
Iowa
$24.2K +$22.9K +90 New
SR
2227
Syntax Research
Florida
$24.1K – – –
EF
2228
Entrust Financial
Pennsylvania
$23.6K +$22.4K +88 New
KG
2229
Kilter Group
New York
$23.3K +$13.5K +53 +156%
LAM
2230
Lummis Asset Management
Texas
$23.3K – – –
BA
2231
Bard Associates
Illinois
$22.9K +$21.6K +85 New
MCM
2232
MidAtlantic Capital Management
Virginia
$22.8K +$21.6K +85 New
JGCM
2233
Joseph Group Capital Management
Ohio
$22.3K +$21.1K +83 New
NWS
2234
Nvest Wealth Strategies
Ohio
$21.5K +$20.3K +80 New
SC
2235
Stephens Consulting
Michigan
$21.5K +$20.3K +80 New
TC
2236
Tacita Capital
Ontario, Canada
$21.2K – – –
MSWM
2237
Mowery & Schoenfeld Wealth Management
Illinois
$21.2K +$16.5K +65 +464%
AP
2238
Aspect Partners
Virginia
$20.4K +$1.78K +7 +10%
UIA
2239
Ulland Investment Advisors
Minnesota
$20K – – –
AW
2240
Avion Wealth
Texas
$20K +$8.64K +34 +77%
W
2241
WealthCollab
Washington
$19.9K +$4.07K +16 +28%
WA
2242
WPG Advisers
Maryland
$19.9K -$4.07K -16 -18%
MAM
2243
Marquette Asset Management
Minnesota
$19.6K – – –
KFP
2244
Kerr Financial Planning
California
$19.3K -$2.54K -10 -11%
VNA
2245
Valley National Advisers
Pennsylvania
$19K +$3.3K +13 +22%
MAM
2246
Meeder Asset Management
Ohio
$18.8K -$91K -358 -84%
MFG
2247
Mendota Financial Group
Wisconsin
$18.8K – – –
NMG
2248
New Millennium Group
Utah
$18.5K -$254 -1 -1%
KBFS
2249
Kohmann Bosshard Financial Services
Ohio
$18.1K +$17.3K +68 New
IWM
2250
IMG Wealth Management
Florida
$17.7K +$8.13K +32 +94%
88 89
90
91 92