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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
FMT
801
First Mercantile Trust
Tennessee
$85K +$53.2K +704 +214%
Cohen & Steers
802
Cohen & Steers
New York
$82K – – –
HIM
803
Hillsdale Investment Management
Ontario, Canada
$82K – – –
Lazard Asset Management
804
Lazard Asset Management
New York
$81K – – –
FAM
805
Formidable Asset Management
Ohio
$65K +$61.2K +810 New
TCM
806
Tradewinds Capital Management
Washington
$64K +$58.6K +775 New
FMII
807
Farmers & Merchants Investments Inc
Nebraska
$61K +$3.71K +49 +7%
IMS
808
Index Management Solutions
Pennsylvania
$57K +$11.6K +153 +28%
TFMS
809
Trust & Fiduciary Management Services
Massachusetts
$53K -$5.82K -77 -11%
HDIM
810
Hanson & Doremus Investment Management
Vermont
$53K – – –
TSW
811
Thompson Siegel & Walmsley
Virginia
$52K – – –
TWM
812
Torch Wealth Management
Ohio
$49K +$45.1K +597 New
PMFA
813
Plante Moran Financial Advisors
Michigan
$46K +$42.5K +562 New
EFSCE
814
Enterprise Financial Services Corp (EFSC)
Missouri
$43K -$1.81K -24 -4%
OIA
815
Optimum Investment Advisors
Illinois
$43K – – –
ACM
816
Aviance Capital Management
Florida
$43K +$4.23K +56 +12%
ST
817
SpiderRock Trading
Illinois
$41K – – –
ARMC
818
American Research & Management Company
Massachusetts
$38K – – –
LWM
819
Lenox Wealth Management
Ohio
$38K +$34.7K +459 New
VNB
820
Valley National Bancorp
New York
$37K +$34K +450 New
PO
821
Private Ocean
California
$34K +$31.4K +415 New
ZTNA
822
Zions Trust National Association
Utah
$28K +$16.3K +216 +166%
OC
823
Oakworth Capital
Alabama
$28K +$25.3K +335 New
RIA
824
Regal Investment Advisors
Michigan
$28K +$25.3K +335 New
S
825
SignatureFD
Georgia
$26K +$9.3K +123 +63%