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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
901
Tradewinds Capital Management
Washington
$64K – – –
TSW
902
Thompson Siegel & Walmsley
Virginia
$63K – – –
CHP
903
Cable Hill Partners
Oregon
$61K -$11.3K -114 -16%
RWM
904
Raffa Wealth Management
District of Columbia
$60.4K +$12.4K +125 +26%
AIM
905
Advantage Investment Management
Iowa
$60K – – –
TWMP
906
Taylor Wealth Management Partners
Massachusetts
$59K – – –
EDRE
907
Edmond de Rothschild (Europe)
Luxembourg
$59K +$59.5K +600 New
MUS
908
Mitsubishi UFJ Securities
Japan
$57K +$39.7K +400 +222%
CCS
909
Crosspoint Capital Strategies
California
$52K -$74.4K -750 -59%
LWA
910
Lenox Wealth Advisors
New York
$51K +$51.4K +518 New
RWA
911
Ropes Wealth Advisors
Massachusetts
$50K -$28.8K -290 -36%
KT
912
Kanaly Trust
Texas
$50K -$397 -4 -0.8%
GWS
913
Glassman Wealth Services
Virginia
$49K – – –
PMFA
914
Plante Moran Financial Advisors
Michigan
$49K +$9.03K +91 +22%
PO
915
Private Ocean
California
$41K +$41.2K +415 New
PCC
916
Park Circle Company
Maryland
$39K – – –
CIM
917
CenturyLink Investment Management
Colorado
$37K -$496 -5 -1%
LWM
918
LBA Wealth Management
Florida
$36K +$19.8K +200 +118%
TSU
919
TD Securities (USA)
New York
$35K -$25.1M -253,273 -100%
ARMC
920
American Research & Management Company
Massachusetts
$35K – – –
OC
921
Oakworth Capital
Alabama
$33K – – –
GAM
922
Gemmer Asset Management
California
$32K – – –
IMS
923
Index Management Solutions
Pennsylvania
$30K – – –
EFSCE
924
Enterprise Financial Services Corp (EFSC)
Missouri
$30K +$1.39K +14 +5%
CFA
925
Carroll Financial Associates
North Carolina
$30K +$10.4K +105 +55%
35 36
37
38 39