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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
FTDI
901
First Trust Direct Indexing
Massachusetts
$1.79M +$1.65M +6,868 New
PTC
902
Private Trust Company
Ohio
$1.79M +$57.5K +240 +4%
BFM
903
Boston Financial Management
Massachusetts
$1.79M – – –
LHC
904
Little House Capital
Massachusetts
$1.78M -$101K -421 -6%
HC
905
HNP Capital
New York
$1.77M – – –
VRM
906
Vectors Research Management
New York
$1.77M – – –
BOS
907
Bank of Stockton
California
$1.77M -$283K -1,180 -15%
LWAM
908
Legacy Wealth Asset Management
Minnesota
$1.76M +$1.61M +6,729 New
CWM
909
Cordatus Wealth Management
Pennsylvania
$1.75M – – –
FWM
910
Foresight Wealth Management
Utah
$1.75M -$16.8K -70 -1%
KCM
911
Kendall Capital Management
Maryland
$1.74M -$22.1K -92 -1%
CCA
912
Checchi Capital Advisers
California
$1.74M +$59.2K +247 +4%
SPC
913
Sigma Planning Corp
Michigan
$1.74M -$94K -392 -6%
CAN
914
Cetera Advisor Networks
California
$1.73M +$19.2K +80 +1%
VLKIM
915
Van Lanschot Kempen Investment Management
Netherlands
$1.73M +$190K +792 +14%
VCM
916
Vision Capital Management
Oregon
$1.72M -$65.9K -275 -4%
SFP
917
Shepherd Financial Partners
Massachusetts
$1.71M +$21.1K +88 +1%
AIA
918
Armor Investment Advisors
North Carolina
$1.69M +$150K +625 +11%
VAS
919
Vestmark Advisory Solutions
Massachusetts
$1.69M -$11K -46 -0.7%
SBSB
920
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.69M +$34.8K +145 +2%
CCMD
921
Cypress Capital Management (Delaware)
Delaware
$1.68M – – –
MCM
922
Mitchell Capital Management
Kansas
$1.68M +$86.5K +361 +6%
C
923
Certuity
Florida
$1.67M -$234K -975 -13%
LWM
924
Lionsbridge Wealth Management
Florida
$1.66M +$10.8K +45 +0.7%
TA
925
Tectonic Advisors
Texas
$1.64M +$1.5M +6,278 New
35 36
37
38 39