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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
851
Personal CFO Solutions
New Jersey
$2.03M +$1.29M +5,527 +117%
BG
852
Bollard Group
Massachusetts
$2.03M +$17.5K +75 +0.7%
AF
853
Atala Financial
California
$2.03M – – –
TG
854
TCW Group
California
$2.02M -$261K -1,121 -10%
MIM
855
Marco Investment Management
Georgia
$2.01M -$3.26K -14 -0.1%
PWG
856
Portside Wealth Group
Utah
$2M -$806K -3,458 -26%
BPWM
857
Badgley Phelps Wealth Managers
Washington
$1.99M -$161K -689 -6%
MCM
858
MV Capital Management
Maryland
$1.96M -$2.56K -11 -0.1%
GCP
859
GSA Capital Partners
United Kingdom
$1.96M +$1.98M +8,485 +600%
LI
860
Louisbourg Investments
New Brunswick, Canada
$1.95M -$638K -2,740 -18%
CWM
861
Centric Wealth Management
Illinois
$1.94M +$214K +917 +9%
CC
862
Chicago Capital
Illinois
$1.93M +$247K +1,062 +12%
WB
863
Webster Bank
Connecticut
$1.92M -$207K -887 -8%
KCM
864
Kathmere Capital Management
Pennsylvania
$1.92M +$147K +630 +7%
I
865
InceptionR
California
$1.92M +$2.25M +9,666 New
MWM
866
Modera Wealth Management
New Jersey
$1.91M +$326K +1,400 +17%
WCBA
867
Weaver C. Barksdale & Associates
Tennessee
$1.9M +$2.23M +9,590 New
BIM
868
Baldwin Investment Management
Pennsylvania
$1.89M -$85K -365 -4%
PCG
869
Prosperity Consulting Group
Maryland
$1.89M -$289K -1,239 -12%
LIM
870
Loudon Investment Management
New Hampshire
$1.88M -$591K -2,537 -21%
TAP
871
Tounjian Advisory Partners
Florida
$1.87M +$53.1K +228 +2%
AFCM
872
Applied Finance Capital Management
Puerto Rico
$1.87M -$774K -3,320 -26%
AIM
873
AMI Investment Management
Indiana
$1.87M +$2.19M +9,409 New
TF
874
Tudor Financial
Ohio
$1.86M +$160K +685 +8%
AWM
875
Absher Wealth Management
North Carolina
$1.86M +$865K +3,712 +66%
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