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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
NPC
876
National Planning Corporation
California
$317K -$64.6K -530 -17%
MC
877
Montag & Caldwell
Georgia
$317K – – –
TTWM
878
TCV Trust & Wealth Management
Virginia
$316K -$9.14K -75 -3%
MWM
879
Mission Wealth Management
California
$316K +$13.4K +110 +4%
WB
880
Webster Bank
Connecticut
$310K -$1.58K -13 -0.5%
HC
881
Hourglass Capital
Texas
$309K – – –
YMRC
882
Yorktown Management & Research Company
Virginia
$309K – – –
CAAS
883
Capital Asset Advisory Services
Michigan
$307K +$305K +2,500 New
KC
884
Kingfisher Capital
North Carolina
$303K +$122 +1 +0%
CL
885
Choreo LLC
Illinois
$302K +$26.4K +217 +10%
BFA
886
Beaumont Financial Advisors
Massachusetts
$300K -$246K -2,018 -45%
BCM
887
Brookstone Capital Management
Illinois
$297K +$293K +2,404 New
MIM
888
Miller Investment Management
Pennsylvania
$295K – – –
AWA
889
Arete Wealth Advisors
Illinois
$293K +$14.3K +117 +5%
HCM
890
Harvest Capital Management
New Hampshire
$292K – – –
BTNA
891
Bremer Trust National Association
Minnesota
$290K -$55.8K -458 -16%
BW
892
Bison Wealth
Georgia
$287K -$15.5K -127 -5%
AA
893
AlphaMark Advisors
Kentucky
$287K +$2.44K +20 +0.9%
FB
894
Fulton Bank
Pennsylvania
$284K -$7.07K -58 -2%
CIM
895
CIM Investment Management
Pennsylvania
$283K – – –
DTL
896
Dynamic Technology Lab
Singapore
$283K +$279K +2,290 New
VDI
897
Vaughan David Investments
Illinois
$279K +$49K +402 +22%
GWM
898
Geneos Wealth Management
Colorado
$278K +$975 +8 +0.4%
VI
899
Versor Investments
New York
$278K +$273K +2,245 New
NIMC
900
NWQ Investment Management Company
California
$277K – – –
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