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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
2326
Keener Financial Planning
Texas
$8K – – –
WCM
2327
WealthTrak Capital Management
Virginia
$7.47K +$2.13K +7 +39%
FWA
2328
Flagship Wealth Advisors
Massachusetts
$7.47K – – –
PP
2329
Pingora Partners
Wyoming
$7.47K – – –
PA
2330
Pineridge Advisors
Missouri
$7.47K +$3.65K +12 +92%
PIS
2331
POM Investment Strategies
North Carolina
$6.87K -$9.14K -30 -57%
PWA
2332
Principia Wealth Advisory
Texas
$6.87K -$2.74K -9 -28%
SA
2333
SRH Advisors
Kansas
$6.58K – – –
WCM
2334
Westend Capital Management
California
$6.58K +$6.7K +22 New
OLVIG
2335
Oliver Lagore Vanvalin Investment Group
Michigan
$6.55K +$6.4K +21 New
LFA
2336
LGT Financial Advisors
Texas
$6.28K +$6.4K +21 New
BWAM
2337
Boyd Watterson Asset Management
Ohio
$5.68K – – –
CSC
2338
Caldwell Sutter Capital
California
$5.38K – – –
CWM
2339
Cedar Wealth Management
California
$5.38K – – –
PWM
2340
Parkworth Wealth Management
California
$5.08K +$3.05K +10 +143%
MAWAG
2341
Mid-American Wealth Advisory Group
Missouri
$5.08K +$5.18K +17 New
ACA
2342
American Capital Advisory
Idaho
$4.78K +$4.87K +16 New
CIAM
2343
Caitong International Asset Management
Hong Kong
$4.78K +$4.87K +16 New
GC
2344
Gould Capital
Washington
$4.48K – – –
GWS
2345
Greykasell Wealth Strategies
California
$4.48K – – –
MAFA
2346
MJT & Associates Financial Advisory
Minnesota
$4.48K – – –
BFS
2347
Burkett Financial Services
South Carolina
$4.18K – – –
1IA
2348
1620 Investment Advisors
Massachusetts
$3.89K – – –
TFG
2349
Team Financial Group
California
$3.7K +$3.65K +12 New
PS
2350
PayPay Securities
Japan
$3.29K -$305 -1 -8%
92 93
94
95 96