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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
WKWM
1001
Walter & Keenan Wealth Management
Indiana
$2.7M -$182K -500 -6%
EFM
1002
E Fund Management
China
$2.68M +$858K +2,353 +44%
QCG
1003
Quadrant Capital Group
Ohio
$2.68M +$184K +505 +7%
WI
1004
WrapManager Inc
California
$2.65M +$71.8K +197 +3%
CWM
1005
Connecticut Wealth Management
Connecticut
$2.63M +$6.2K +17 +0.2%
SHGA
1006
Sand Hill Global Advisors
California
$2.63M -$193K -530 -7%
IC
1007
Inscription Capital
Texas
$2.63M +$493K +1,353 +22%
BMWM
1008
Brown Miller Wealth Management
Virginia
$2.62M +$71.1K +195 +3%
WPW
1009
Waldron Private Wealth
Pennsylvania
$2.61M -$57.2K -157 -2%
SI
1010
Scharf Investments
California
$2.6M +$132K +363 +5%
DIM
1011
DLK Investment Management
California
$2.59M +$112K +306 +4%
IA
1012
IAM Advisory
Pennsylvania
$2.58M +$542K +1,488 +25%
FBFS
1013
First Business Financial Services
Wisconsin
$2.57M – – –
BS
1014
Banco Santander
Spain
$2.54M +$1.42M +3,907 +114%
SIA
1015
Soltis Investment Advisors
Utah
$2.52M -$16.8K -46 -0.6%
LCG
1016
Lynx Capital Group
Ohio
$2.52M +$180K +493 +7%
BHPW
1017
Beverly Hills Private Wealth
California
$2.52M -$200K -550 -7%
DPIM
1018
Duff & Phelps Investment Management
Illinois
$2.51M +$86.4K +237 +3%
TAM
1019
Trust Asset Management
Texas
$2.5M – – –
FFA
1020
Frazier Financial Advisors
Ohio
$2.49M – – –
RAM
1021
Readystate Asset Management
Illinois
$2.49M +$2.62M +7,182 New
SCA
1022
Stonebridge Capital Advisors
Minnesota
$2.49M +$70.7K +194 +3%
OIA
1023
OneDigital Investment Advisors
Kansas
$2.49M -$2.03M -5,575 -44%
VFA
1024
Valeo Financial Advisors
Indiana
$2.47M +$330K +906 +13%
CCM
1025
CAAS Capital Management
New York
$2.46M +$2.59M +7,100 New
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