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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
FAAS
776
First Allied Advisory Services
California
$1M +$76.3K +482 +7%
GH
777
GAM Holding
Switzerland
$994K -$85K -537 -7%
CWM
778
Confluence Wealth Management
Oregon
$986K -$32.4K -205 -3%
NNP
779
Nachman Norwood & Parrott
South Carolina
$983K +$1.1M +6,970 New
FAN
780
Financial Advisors Network
California
$982K +$1.1M +6,967 New
SOAMC
781
Spirit of America Management Corp
New York
$980K – – –
PMFA
782
Plante Moran Financial Advisors
Michigan
$977K +$1.02M +6,416 +1,256%
HC
783
HNP Capital
New York
$976K +$1.09M +6,918 New
CII
784
Capital International Inc
California
$973K -$31.6K -200 -3%
LWS
785
Lucia Wealth Services
California
$969K -$378K -2,391 -26%
WWM
786
Windsor Wealth Management
Indiana
$969K +$119K +751 +12%
TSS
787
Two Sigma Securities
New York
$966K -$5.76M -36,405 -84%
FWM
788
Foresight Wealth Management
Utah
$965K +$1.08M +6,841 New
HB
789
Homrich & Berg
Georgia
$957K -$110K -698 -9%
CPA
790
Capital Planning Advisors
California
$955K -$8.23K -52 -0.8%
GI
791
GAMCO Investors
Connecticut
$951K +$33.2K +210 +3%
AIM
792
Axiom Investment Management
New York
$950K +$1.07M +6,735 New
DPIM
793
Duff & Phelps Investment Management
Illinois
$948K – – –
PFPT
794
Pinnacle Financial Partners (Tennessee)
Tennessee
$945K +$137K +864 +15%
OFS
795
Orrstown Financial Services
Pennsylvania
$940K -$15K -95 -1%
SPC
796
Sigma Planning Corp
Michigan
$937K +$31.3K +198 +3%
LOAME
797
Lombard Odier Asset Management (Europe)
United Kingdom
$932K – – –
DIM
798
DC Investments Management
Virginia
$924K +$181K +1,143 +21%
TPA
799
Trivium Point Advisory
Connecticut
$918K +$1.03M +6,507 New
BP
800
Ballentine Partners
Massachusetts
$912K -$156K -986 -13%
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