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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2326
Westend Capital Management
California
$4.29K -$1.52K -6 -27%
MAS
2327
MPWM Advisory Solutions
Georgia
$4.29K – – –
SFS
2328
Sunrise Financial Services
Washington
$4.29K +$4.07K +16 New
GWS
2329
Greykasell Wealth Strategies
California
$4.03K -$18.3K -72 -83%
MAFA
2330
MJT & Associates Financial Advisory
Minnesota
$4.03K – – –
PS
2331
PayPay Securities
Japan
$4.03K +$762 +3 +25%
BFS
2332
Burkett Financial Services
South Carolina
$3.76K – – –
MCA
2333
McGuire Capital Advisors
Oklahoma
$3.76K +$3.56K +14 New
1IA
2334
1620 Investment Advisors
Massachusetts
$3.49K – – –
CRI
2335
Commonwealth Retirement Investments
Virginia
$3.49K +$3.3K +13 New
TFG
2336
Team Financial Group
California
$3.32K – – –
WA
2337
WestEnd Advisors
North Carolina
$2.68K -$508 -2 -17%
SC
2338
Solstein Capital
California
$2.68K – – –
VWA
2339
Valued Wealth Advisors
Utah
$2.68K +$1.27K +5 +100%
GWM
2340
Greenline Wealth Management
Florida
$2.68K +$2.54K +10 New
HIC
2341
Hamrick Investment Counsel
Washington
$2.68K +$2.54K +10 New
RFA
2342
Reyes Financial Architecture
California
$2.68K +$2.54K +10 New
TBFA
2343
Three Bearings Fiduciary Advisors
New Hampshire
$2.65K +$2.54K +10 New
IPS
2344
Investors Portfolio Services
Washington
$2.5K +$2.29K +9 New
PP
2345
Paladin Partners
Wisconsin
$2.42K +$2.29K +9 New
NWMP
2346
Noble Wealth Management PBC
Colorado
$2.15K – – –
KCM
2347
Key Capital Management
Tennessee
$2.15K +$2.03K +8 New
SG
2348
Sankala Group
Colorado
$2.09K +$2.54K +10 New
CFFP
2349
Center for Financial Planning
Michigan
$1.88K – – –
MI
2350
Motiv8 Investments
Florida
$1.65K +$191K +750 +14%
92 93
94
95 96