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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
726
Boston Financial Management
Massachusetts
$660K +$200K +1,756 +48%
MNBTD
727
Moody National Bank Trust Division
Texas
$650K – – –
GIA
728
Guyasuta Investment Advisors
Pennsylvania
$648K – – –
KA
729
Kovack Advisors
Florida
$644K +$3.64K +32 +0.6%
JMH
730
J.M. Hartwell
New York
$641K -$2.17M -19,050 -78%
CF
731
CenterStar Fund
Illinois
$641K – – –
CWA
732
Cypress Wealth Advisors
California
$636K +$13K +114 +2%
SFG
733
SevenBridge Financial Group
Pennsylvania
$635K -$252K -2,211 -29%
WIC
734
Water Island Capital
New York
$635K +$592K +5,196 New
GIA
735
GHP Investment Advisors
Colorado
$633K +$11.4K +100 +2%
NPC
736
National Planning Corporation
California
$627K +$11.5K +101 +2%
BA
737
Bristlecone Advisors
Washington
$626K – – –
GW
738
GW & Wade
Massachusetts
$623K +$14.5K +127 +3%
FNBT
739
FineMark National Bank & Trust
Florida
$622K -$6.83K -60 -1%
B
740
BancorpSouth
Mississippi
$620K -$15.6K -137 -3%
FCH
741
Freestone Capital Holdings
Washington
$618K -$231K -2,028 -29%
HSA
742
HBK Sorce Advisory
Pennsylvania
$612K +$117K +1,025 +26%
ST
743
Smithfield Trust
Pennsylvania
$610K -$34.6K -304 -6%
WS
744
Wedbush Securities
California
$597K -$36.3K -319 -6%
BP
745
Ballentine Partners
Massachusetts
$592K +$23.7K +208 +4%
IFAM
746
Institutional & Family Asset Management
Colorado
$585K – – –
CNBT
747
Canandaigua National Bank & Trust
New York
$577K – – –
FFA
748
First Foundation Advisors
California
$574K +$535K +4,701 New
HB
749
Homrich & Berg
Georgia
$572K +$91.2K +801 +21%
PWM
750
Perigon Wealth Management
California
$563K -$140K -1,225 -21%
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30
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