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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2301
CarsonAllaria Wealth Management
Illinois
$31.2K – – –
MHIP
2302
Mountain Hill Investment Partners
New Jersey
$31.2K – – –
BBPWM
2303
Blue Bell Private Wealth Management
Pennsylvania
$31.2K +$8.48K +24 +32%
KLWA
2304
Kelly Lawrence W & Associates
California
$31.2K +$35.3K +100 New
IRAG
2305
Investment Research & Advisory Group
Georgia
$30.3K – – –
WOC
2306
West Oak Capital
California
$29.6K -$53K -150 -2%
NIM
2307
Nexus Investment Management
Ontario, Canada
$29.2K +$23K +65 New
TCM
2308
Tradewinds Capital Management
Washington
$29K +$4.94K +14 +18%
GA
2309
GoalVest Advisory
New York
$27.8K -$14.8K -42 -32%
RDFA
2310
Ritter Daniher Financial Advisory
Ohio
$27.8K – – –
W
2311
WealthCollab
Washington
$27.5K +$8.83K +25 +40%
LAM
2312
Lummis Asset Management
Texas
$27.1K – – –
FCG
2313
Financial Connections Group
California
$26K -$2.47K -7 -8%
DPW
2314
DiNuzzo Private Wealth
Pennsylvania
$24.7K -$353 -1 -1%
TC
2315
Tacita Capital
Ontario, Canada
$24.7K – – –
BI
2316
Binnacle Investments
Iowa
$24K +$27.2K +77 New
AW
2317
Avion Wealth
Texas
$24K – – –
CWA
2318
Carolina Wealth Advisors
South Carolina
$23.7K – – –
CYG
2319
Clean Yield Group
Vermont
$23.7K +$8.12K +23 +43%
VWA
2320
Valued Wealth Advisors
Utah
$23.7K -$37.4K -106 -58%
TCM
2321
TD Capital Management
Tennessee
$23.5K +$13.8K +39 +108%
NMG
2322
New Millennium Group
Utah
$23.1K – – –
CW
2323
Cooksen Wealth
Texas
$22.9K +$23.3K +66 New
MFG
2324
Mendota Financial Group
Wisconsin
$21.8K -$4.59K -13 -16%
TC
2325
Truvestments Capital
Florida
$21.8K +$12.4K +35 +100%
91 92
93
94 95