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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
I
851
IberiaBank
Louisiana
$249K +$13.3K +126 +6%
MFW
852
Meristem Family Wealth
Minnesota
$247K +$249K +2,361 New
BCP
853
Berkeley Capital Partners
Georgia
$247K +$250K +2,365 New
PL
854
Perpetual Ltd
Australia
$246K +$21.1K +200 +9%
WRM
855
Westport Resources Management
Connecticut
$245K – – –
CL
856
CPWM LLC
Washington
$244K +$27.3K +259 +12%
FFA
857
First Foundation Advisors
California
$244K +$246K +2,332 New
BT
858
Beacon Trust
New Jersey
$244K +$247K +2,339 New
PFPT
859
Pinnacle Financial Partners (Tennessee)
Tennessee
$243K +$245K +2,326 New
CAW
860
Cornerstone Advisors (Washington)
Washington
$242K – – –
QCMC
861
Quantum Capital Management (California)
California
$242K +$20.6K +195 +9%
WTC
862
WhitTier Trust Company
Nevada
$242K +$35.9K +340 +17%
BHWM
863
Bar Harbor Wealth Management
New Hampshire
$242K +$245K +2,319 New
PC
864
Pecaut & Co
Iowa
$240K – – –
VDI
865
Vaughan David Investments
Illinois
$240K – – –
RWA
866
Ropes Wealth Advisors
Massachusetts
$240K +$189K +1,791 +351%
CPO
867
Cerity Partners OCIO
New York
$238K – – –
HCM
868
HM Capital Management
Missouri
$235K – – –
PAS
869
Park Avenue Securities
New York
$235K +$237K +2,245 New
HH
870
Hilltop Holdings
Texas
$233K +$235K +2,228 New
SPC
871
Sigma Planning Corp
Michigan
$232K +$235K +2,223 New
ST
872
Sentinel Trust
Texas
$230K -$43K -407 -16%
SCP
873
Seizert Capital Partners
Michigan
$230K – – –
QAM
874
Quantres Asset Management
Cayman Islands
$230K +$232K +2,200 New
CCS
875
Crosspoint Capital Strategies
California
$226K +$211K +2,004 +377%
33 34
35
36 37