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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
HBT
1026
Hills Bank & Trust
Iowa
$298K – – –
SMFS
1027
Squar Milner Financial Services
California
$296K +$32.7K +210 +13%
QCG
1028
Quadrant Capital Group
Ohio
$295K +$4.36K +28 +1%
TFF
1029
The Family Firm
Maryland
$295K +$29.6K +190 +12%
VFPI
1030
Vantage Financial Partners (Illinois)
Illinois
$294K – – –
VDI
1031
Vaughan David Investments
Illinois
$293K -$284K -1,825 -50%
AF
1032
Advisornet Financial
Minnesota
$293K -$39.5K -254 -12%
PCA
1033
Personal Capital Advisors
California
$292K +$18.8K +121 +7%
ACM
1034
AUA Capital Management
Pennsylvania
$291K – – –
GLI
1035
Guardian Life Insurance
New York
$291K +$55.4K +356 +25%
BSW
1036
Buckingham Strategic Wealth
Missouri
$284K -$56.6K -364 -17%
AWM
1037
Avior Wealth Management
Nebraska
$283K -$2.02K -13 -0.7%
SIAS
1038
Shine Investment Advisory Services
Colorado
$283K – – –
EDRH
1039
Edmond de Rothschild Holding
Switzerland
$280K -$112K -720 -30%
P
1040
Pitcairn
Pennsylvania
$279K -$33.3K -214 -11%
LOAMS
1041
Lombard Odier Asset Management (Switzerland)
Switzerland
$278K -$347K -2,228 -57%
RBC
1042
Roble Belko & Company
Pennsylvania
$278K – – –
EB
1043
Eastern Bank
Massachusetts
$273K – – –
SGCA
1044
Steel Grove Capital Advisors
Tennessee
$272K +$2.18K +14 +0.9%
SP
1045
SWS Partners
Ohio
$272K +$250K +1,608 +2,978%
DJSG
1046
D.J. St. Germain
Massachusetts
$271K – – –
SWA
1047
SFMG Wealth Advisors
Texas
$269K +$18.8K +121 +8%
RI
1048
Ridgewood Investments
New Jersey
$268K – – –
IP
1049
Investment Partners
Ohio
$268K +$1.71K +11 +0.7%
IWC
1050
Integrated Wealth Concepts
Massachusetts
$268K +$7.93K +51 +3%
40 41
42
43 44