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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
PC
1001
Pecaut & Co
Iowa
$360K – – –
Jones Financial Companies
1002
Jones Financial Companies
Missouri
$359K -$74.8K -481 -18%
MSAM
1003
Moloney Securities Asset Management
Missouri
$358K -$10.4K -67 -3%
KWA
1004
KCS Wealth Advisory
California
$353K -$21.6K -139 -6%
BW
1005
Bison Wealth
Georgia
$349K +$12.4K +80 +4%
D.E. Shaw & Co
1006
D.E. Shaw & Co
New York
$347K -$85.1K -547 -21%
WSTAM
1007
Wilbanks Smith & Thomas Asset Management
Virginia
$346K +$4.98K +32 +2%
HCM
1008
Harvest Capital Management
New Hampshire
$345K – – –
TC
1009
Toews Corporation
New Jersey
$344K -$575K -3,700 -64%
NIA
1010
Northstar Investment Advisors
Colorado
$344K – – –
HH
1011
Hilltop Holdings
Texas
$342K +$48.2K +310 +17%
EIA
1012
Edgemoor Investment Advisors
Maryland
$339K -$156 -1 -0%
CP
1013
Coho Partners
Pennsylvania
$335K -$9.95K -64 -3%
LNC
1014
Lincoln National Corp
Pennsylvania
$333K +$20.1K +129 +7%
QCIG
1015
Quad-Cities Investment Group
Iowa
$331K +$156 +1 +0%
SS
1016
Simplicity Solutions
Minnesota
$331K +$315K +2,024 New
CL
1017
CIM LLC
New York
$330K -$53.5K -344 -15%
FWM
1018
Frontier Wealth Management
Missouri
$330K – – –
PWM
1019
Perigon Wealth Management
California
$329K +$263K +1,692 +534%
WRM
1020
Weybosset Research & Management
Rhode Island
$319K – – –
GAM
1021
Gould Asset Management
California
$316K – – –
CAM
1022
Columbia Asset Management
Michigan
$313K – – –
CL
1023
Choreo LLC
Illinois
$311K -$117K -750 -28%
WMC
1024
Westwood Management Corporation
Illinois
$311K – – –
VSWA
1025
Vontobel Swiss Wealth Advisors
Switzerland
$306K – – –