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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
2301
Navigoe Wealth Management
California
$33K – – –
MEG
2302
Millstone Evans Group
Colorado
$32.8K – – –
CCMI
2303
Creative Capital Management Investments
California
$31.8K – – –
IWM
2304
Inlight Wealth Management
Georgia
$31.8K +$36K +102 New
MSWM
2305
Mowery & Schoenfeld Wealth Management
Illinois
$31.3K +$9.18K +26 +35%
BC
2306
Barrett & Company
Rhode Island
$31.2K – – –
CWM
2307
CarsonAllaria Wealth Management
Illinois
$31.2K – – –
MHIP
2308
Mountain Hill Investment Partners
New Jersey
$31.2K – – –
BBPWM
2309
Blue Bell Private Wealth Management
Pennsylvania
$31.2K +$8.48K +24 +32%
KLWA
2310
Kelly Lawrence W & Associates
California
$31.2K +$35.3K +100 New
IRAG
2311
Investment Research & Advisory Group
Georgia
$30.3K – – –
NIM
2312
Nexus Investment Management
Ontario, Canada
$29.2K +$23K +65 New
TCM
2313
Tradewinds Capital Management
Washington
$29K +$4.94K +14 +18%
GA
2314
GoalVest Advisory
New York
$27.8K -$14.8K -42 -32%
RDFA
2315
Ritter Daniher Financial Advisory
Ohio
$27.8K – – –
W
2316
WealthCollab
Washington
$27.5K +$8.83K +25 +40%
LAM
2317
Lummis Asset Management
Texas
$27.1K – – –
FCG
2318
Financial Connections Group
California
$26K -$2.47K -7 -8%
DPW
2319
DiNuzzo Private Wealth
Pennsylvania
$24.7K -$353 -1 -1%
TC
2320
Tacita Capital
Ontario, Canada
$24.7K – – –
BI
2321
Binnacle Investments
Iowa
$24K +$27.2K +77 New
AW
2322
Avion Wealth
Texas
$24K – – –
CWA
2323
Carolina Wealth Advisors
South Carolina
$23.7K – – –
CYG
2324
Clean Yield Group
Vermont
$23.7K +$8.12K +23 +43%
VWA
2325
Valued Wealth Advisors
Utah
$23.7K -$37.4K -106 -58%
91 92
93
94 95