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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
951
Signet Financial Management
New Jersey
$764K +$155K +806 +24%
MIA
952
MainStreet Investment Advisors
Illinois
$758K +$894K +4,643 New
HJIM
953
Henry James International Management
New York
$757K – – –
IWC
954
Integrated Wealth Concepts
Massachusetts
$757K +$341K +1,772 +62%
DADC
955
D.A. Davidson & Co
Montana
$755K -$54.7K -284 -6%
GJCM
956
Grand Jean Capital Management
California
$751K +$9.63K +50 +1%
RG
957
Rikoon Group
New Mexico
$750K +$16.2K +84 +2%
CWM
958
Confluence Wealth Management
Oregon
$747K -$56.4K -293 -6%
FG
959
Fiduciary Group
Georgia
$744K -$56.8K -295 -6%
GT
960
Glenview Trust
Kentucky
$740K -$4.62K -24 -0.5%
BFC
961
Blue Fin Capital
Rhode Island
$738K +$130K +676 +18%
LBC
962
Lowe Brockenbrough & Co
Virginia
$734K -$9.44K -49 -1%
BFO
963
Boston Family Office
Massachusetts
$733K -$27.9K -145 -3%
CAMG
964
CWA Asset Management Group
Florida
$728K +$398K +2,066 +86%
BOH
965
Bank of Hawaii
Hawaii
$726K +$107K +557 +14%
TAM
966
Tocqueville Asset Management
New York
$722K -$266K -1,380 -24%
TI
967
tru Independence
Oregon
$722K – – –
WA
968
Wealth Alliance
New York
$719K +$848K +4,402 New
OAM
969
Origin Asset Management
United Kingdom
$718K -$1.44M -7,500 -63%
ANRIA
970
American National Registered Investment Advisor
Texas
$714K – – –
BBA
971
BLB&B Advisors
Pennsylvania
$707K -$5.2K -27 -0.6%
CEP
972
Chicago Equity Partners
Illinois
$705K +$23.1K +120 +3%
RC
973
Reik & Co
New York
$704K +$12.5K +65 +2%
SSG
974
Summit Securities Group
New York
$702K +$308K +1,600 +59%
LSAG
975
Lake Street Advisors Group
New Hampshire
$701K +$140K +726 +20%
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