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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
976
SII Investments
Wisconsin
$219K -$2.48K -19 -1%
NPA
977
Nichols & Pratt Advisers
Massachusetts
$219K +$211K +1,618 New
FSA
978
Franklin Street Advisors
North Carolina
$219K +$212K +1,624 New
BEAM
979
Baker Ellis Asset Management
Washington
$217K – – –
PG
980
Patten Group
Tennessee
$217K – – –
AFNAS
981
American Financial Network Advisory Services
California
$217K +$209K +1,605 New
EDRH
982
Edmond de Rothschild Holding
Switzerland
$216K -$56.8K -436 -21%
JFA
983
JNBA Financial Advisors
Minnesota
$215K – – –
CIM
984
Confluence Investment Management
Missouri
$214K -$6.12K -47 -3%
MMG
985
Monetary Management Group
Missouri
$213K -$9.77K -75 -5%
HWM
986
Highwater Wealth Management
Colorado
$212K -$37.8K -290 -16%
BBNB
987
Baker Boyer National Bank
Washington
$212K +$205K +1,573 New
RRAM
988
River Road Asset Management
Kentucky
$211K +$204K +1,564 New
RWA
989
Ropes Wealth Advisors
Massachusetts
$210K – – –
STMM
990
South Texas Money Management
Texas
$208K +$201K +1,543 New
MPAM
991
Murphy Pohlad Asset Management
Minnesota
$208K +$201K +1,545 New
ICOA
992
Investment Centers of America
North Dakota
$207K +$198K +1,519 New
BOTW
993
Bank of the West
California
$207K +$199K +1,530 New
QCMC
994
Quantum Capital Management (California)
California
$207K +$200K +1,536 New
MCM
995
McKinley Capital Management
Alaska
$205K -$4.95K -38 -2%
BMO
996
Beck Mack & Oliver
New York
$203K +$195K +1,500 New
DJSG
997
D.J. St. Germain
Massachusetts
$203K +$195K +1,500 New
LCM
998
Landscape Capital Management
New Jersey
$202K -$398K -3,052 -67%
PCP
999
Proficio Capital Partners
Massachusetts
$200K +$15.4K +118 +9%
AB
1000
AT Bancorp
Iowa
$200K +$193K +1,481 New
38 39
40
41 42