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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
1026
Private Capital Group
Connecticut
$305K -$1.24K -8 -0.4%
BA
1027
Bristlecone Advisors
Washington
$304K – – –
CAMG
1028
CWA Asset Management Group
Florida
$304K +$73.3K +471 +34%
HBT
1029
Hills Bank & Trust
Iowa
$298K – – –
SMFS
1030
Squar Milner Financial Services
California
$296K +$32.7K +210 +13%
QCG
1031
Quadrant Capital Group
Ohio
$295K +$4.36K +28 +1%
TFF
1032
The Family Firm
Maryland
$295K +$29.6K +190 +12%
VFPI
1033
Vantage Financial Partners (Illinois)
Illinois
$294K – – –
VDI
1034
Vaughan David Investments
Illinois
$293K -$284K -1,825 -50%
AF
1035
Advisornet Financial
Minnesota
$293K -$39.5K -254 -12%
PCA
1036
Personal Capital Advisors
California
$292K +$18.8K +121 +7%
ACM
1037
AUA Capital Management
Pennsylvania
$291K – – –
GLI
1038
Guardian Life Insurance
New York
$291K +$55.4K +356 +25%
BSW
1039
Buckingham Strategic Wealth
Missouri
$284K -$56.6K -364 -17%
AWM
1040
Avior Wealth Management
Nebraska
$283K -$2.02K -13 -0.7%
SIAS
1041
Shine Investment Advisory Services
Colorado
$283K – – –
EDRH
1042
Edmond de Rothschild Holding
Switzerland
$280K -$112K -720 -30%
P
1043
Pitcairn
Pennsylvania
$279K -$33.3K -214 -11%
LOAMS
1044
Lombard Odier Asset Management (Switzerland)
Switzerland
$278K -$347K -2,228 -57%
RBC
1045
Roble Belko & Company
Pennsylvania
$278K – – –
EB
1046
Eastern Bank
Massachusetts
$273K – – –
SGCA
1047
Steel Grove Capital Advisors
Tennessee
$272K +$2.18K +14 +0.9%
SP
1048
SWS Partners
Ohio
$272K +$250K +1,608 +2,978%
DJSG
1049
D.J. St. Germain
Massachusetts
$271K – – –
SWA
1050
SFMG Wealth Advisors
Texas
$269K +$18.8K +121 +8%
40 41
42
43 44