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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
801
Formidable Asset Management
Ohio
$65K +$61.2K +810 New
TCM
802
Tradewinds Capital Management
Washington
$64K +$58.6K +775 New
FMII
803
Farmers & Merchants Investments Inc
Nebraska
$61K +$3.71K +49 +7%
IMS
804
Index Management Solutions
Pennsylvania
$57K +$11.6K +153 +28%
TFMS
805
Trust & Fiduciary Management Services
Massachusetts
$53K -$5.82K -77 -11%
HDIM
806
Hanson & Doremus Investment Management
Vermont
$53K – – –
TSW
807
Thompson Siegel & Walmsley
Virginia
$52K – – –
TWM
808
Torch Wealth Management
Ohio
$49K +$45.1K +597 New
PMFA
809
Plante Moran Financial Advisors
Michigan
$46K +$42.5K +562 New
EFSCE
810
Enterprise Financial Services Corp (EFSC)
Missouri
$43K -$1.81K -24 -4%
OIA
811
Optimum Investment Advisors
Illinois
$43K – – –
ACM
812
Aviance Capital Management
Florida
$43K +$4.23K +56 +12%
ST
813
SpiderRock Trading
Illinois
$41K – – –
ARMC
814
American Research & Management Company
Massachusetts
$38K – – –
LWM
815
Lenox Wealth Management
Ohio
$38K +$34.7K +459 New
VNB
816
Valley National Bancorp
New York
$37K +$34K +450 New
PO
817
Private Ocean
California
$34K +$31.4K +415 New
ZTNA
818
Zions Trust National Association
Utah
$28K +$16.3K +216 +166%
OC
819
Oakworth Capital
Alabama
$28K +$25.3K +335 New
RIA
820
Regal Investment Advisors
Michigan
$28K +$25.3K +335 New
S
821
SignatureFD
Georgia
$26K +$9.3K +123 +63%
MWP
822
MYCIO Wealth Partners
Pennsylvania
$25K -$3.71K -49 -14%
KT
823
Kanaly Trust
Texas
$25K +$23K +304 New
CIM
824
CenturyLink Investment Management
Colorado
$22K – – –
NES
825
New England Securities
New York
$22K +$12.9K +170 +170%
31 32
33
34 35