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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
RTS
1026
Round Table Services
New Jersey
$346K -$52.4K -315 -13%
GAM
1027
Gould Asset Management
California
$345K +$15.8K +95 +5%
IAA
1028
Independent Advisor Alliance
North Carolina
$345K +$69.1K +415 +25%
QCIG
1029
Quad-Cities Investment Group
Iowa
$344K – – –
PCG
1030
Private Capital Group
Connecticut
$342K +$24.8K +149 +8%
EDRH
1031
Edmond de Rothschild Holding
Switzerland
$342K +$50.3K +302 +18%
GWM
1032
Geneos Wealth Management
Colorado
$337K +$65.4K +393 +25%
WRM
1033
Weybosset Research & Management
Rhode Island
$332K – – –
SFM
1034
Signet Financial Management
New Jersey
$332K +$277K +1,663 +579%
CAM
1035
Columbia Asset Management
Michigan
$326K – – –
VDI
1036
Vaughan David Investments
Illinois
$325K +$19.3K +116 +6%
PM
1037
Parametrica Management
Hong Kong
$325K +$318K +1,910 New
YMRC
1038
Yorktown Management & Research Company
Virginia
$323K -$99.9K -600 -24%
WMC
1039
Westwood Management Corporation
Illinois
$323K – – –
SR
1040
Sloane Robinson
United Kingdom
$323K +$316K +1,900 New
TIM
1041
Tikehau Investment Management
France
$320K -$66.6K -400 -18%
TFF
1042
The Family Firm
Maryland
$319K +$11.7K +70 +4%
VSWA
1043
Vontobel Swiss Wealth Advisors
Switzerland
$318K – – –
RA
1044
RFG Advisory
Alabama
$318K +$311K +1,871 New
BA
1045
Bristlecone Advisors
Washington
$316K – – –
MF
1046
Magnetar Financial
Illinois
$315K +$42.1K +253 +16%
SP
1047
SWS Partners
Ohio
$313K +$29.3K +176 +11%
QCG
1048
Quadrant Capital Group
Ohio
$310K – – –
KWA
1049
KCS Wealth Advisory
California
$309K -$57.4K -345 -16%
HBT
1050
Hills Bank & Trust
Iowa
$309K -$2K -12 -0.7%
40 41
42
43 44