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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
SNT
826
Security National Trust
West Virginia
$21K – – –
NC
827
Nicholas Company
Wisconsin
$19K – – –
CCS
828
Crosspoint Capital Strategies
California
$19K +$17.5K +231 New
TFA
829
Transamerica Financial Advisors
Florida
$17K -$13.3K -176 -47%
BC
830
Bartlett & Co
Ohio
$17K – – –
FWM
831
Focused Wealth Management
New York
$16K – – –
LWM
832
LBA Wealth Management
Florida
$15K +$13.7K +181 New
AA
833
AlphaMark Advisors
Kentucky
$14K +$12.6K +166 New
KCPG
834
Kavar Capital Partners Group
Kansas
$14K +$12.9K +171 New
PAS
835
Partnervest Advisory Services
California
$13K -$2.27K -30 -16%
CA
836
CapWealth Advisors
Tennessee
$13K – – –
BCI
837
Brinker Capital Investments
Pennsylvania
$13K +$681 +9 +6%
GI
838
Gradient Investments
Minnesota
$13K +$12.1K +160 New
MA
839
MCF Advisors
Kentucky
$12K – – –
SFSIG
840
San Francisco Sentry Investment Group
California
$11K – – –
EWM
841
Elite Wealth Management
Washington
$11K +$9.68K +128 New
LWA
842
Lenox Wealth Advisors
New York
$10K +$3.93K +52 +72%
WA
843
Waverly Advisors
Alabama
$10K +$8.85K +117 New
WF
844
WealthTrust Fairport
Ohio
$9K – – –
TFO
845
Tarbox Family Office
California
$9K +$8.62K +114 New
HI
846
Hudock Inc
Pennsylvania
$8K +$7.56K +100 New
LFG
847
LifePlan Financial Group
Ohio
$8K +$7.56K +100 New
MFBTD
848
MB Financial Bank - Trust Department
Illinois
$8K +$7.56K +100 New
CHC
849
City Holding Co
West Virginia
$8K +$10.6K +140 New
DIA
850
Denver Investment Advisors
Colorado
$7.68K +$4.76M +62,907 +206%
32 33
34
35 36