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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
801
Affinity Wealth Management
Delaware
$3.44M +$54.8K +201 +2%
PCS
802
Personal CFO Solutions
New Jersey
$3.44M -$324K -1,187 -9%
S
803
SignatureFD
Georgia
$3.44M -$198K -727 -6%
GH
804
GAM Holding
Switzerland
$3.41M +$249K +912 +8%
CT
805
Caldwell Trust
Florida
$3.39M -$2.73K -10 -0.1%
CFB
806
Cullen/Frost Bankers
Texas
$3.37M +$66K +242 +2%
SP
807
SWS Partners
Ohio
$3.36M +$84.8K +311 +3%
BBNA
808
Bremer Bank National Association
Minnesota
$3.35M -$179K -655 -5%
VVP
809
Venture Visionary Partners
Ohio
$3.35M +$72.2K +265 +2%
BWL
810
Bogart Wealth LLC
Virginia
$3.34M +$312K +1,144 +11%
IAN
811
Integrated Advisors Network
Texas
$3.32M -$730K -2,678 -19%
WLPWM
812
Walled Lake Planning & Wealth Management
Illinois
$3.29M +$218K +799 +7%
USCWA
813
U.S. Capital Wealth Advisors
Texas
$3.28M +$106K +387 +3%
SWM
814
Sendero Wealth Management
Texas
$3.27M +$446K +1,637 +17%
MIC
815
MU Investments Company
Japan
$3.26M -$164K -600 -5%
CA
816
Cambridge Advisors
Nebraska
$3.25M – – –
RMC
817
Resources Management Corp
Connecticut
$3.24M -$2.42M -8,889 -18%
CQS
818
Credential Qtrade Securities
$3.23M +$89.1K +327 +3%
MNBTD
819
Moody National Bank Trust Division
Texas
$3.23M -$71.4K -262 -2%
BCA
820
Bray Capital Advisors
Florida
$3.2M -$22.9K -84 -0.7%
PCM
821
Penserra Capital Management
California
$3.2M – – –
DAS
822
Dynamic Advisor Solutions
Arizona
$3.19M +$1.14M +4,189 +60%
AWAU
823
Alliance Wealth Advisors (Utah)
Utah
$3.17M +$22.1K +81 +0.7%
LCM
824
Linker Capital Management
Kentucky
$3.16M -$27.3K -100 -0.9%
LFM
825
LGT Fund Management
Liechtenstein
$3.14M -$818K -3,000 -21%
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