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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1026
GSB Wealth Management
Connecticut
$1.56M -$63.7K -212 -4%
WA
1027
WP Advisors
California
$1.56M – – –
MMG
1028
Monetary Management Group
Missouri
$1.55M -$30K -100 -2%
CL
1029
CIM LLC
New York
$1.55M +$143K +477 +9%
QCG
1030
Quadrant Capital Group
Ohio
$1.54M +$108K +360 +7%
OIS
1031
Okabena Investment Services
Minnesota
$1.53M +$60.1K +200 +4%
AFA
1032
AllGen Financial Advisors
Florida
$1.53M +$142K +474 +9%
MBT
1033
Montecito Bank & Trust
California
$1.53M +$105K +351 +7%
EP
1034
Edgestream Partners
New Jersey
$1.51M -$6.76M -22,506 -81%
SWA
1035
Stratos Wealth Advisors
Ohio
$1.5M -$4.81K -16 -0.3%
CIAS
1036
Capital Investment Advisory Services
North Carolina
$1.5M +$16.5K +55 +1%
NWM
1037
Northcape Wealth Management
New York
$1.5M +$1.62M +5,388 New
EW
1038
Evoke Wealth
California
$1.49M +$135K +449 +9%
GIA
1039
Guyasuta Investment Advisors
Pennsylvania
$1.48M – – –
VV
1040
Verity & Verity
South Carolina
$1.48M – – –
KWM
1041
Keebeck Wealth Management
Illinois
$1.48M +$247K +823 +18%
WHG
1042
Westwood Holdings Group
Texas
$1.48M +$832K +2,770 +108%
BOS
1043
Bank of Stockton
California
$1.47M -$57.7K -192 -3%
CC
1044
Cadinha & Co
Hawaii
$1.47M -$601K -1,999 -27%
HI
1045
HBK Investments
Texas
$1.47M +$1.59M +5,303 New
LWM
1046
Laidlaw Wealth Management
New York
$1.47M -$386K -1,285 -20%
LPT
1047
Legacy Private Trust
Wisconsin
$1.47M -$55.3K -184 -3%
SFS
1048
Searcy Financial Services
Kansas
$1.46M – – –
PFM
1049
Privium Fund Management
Netherlands
$1.46M +$1.58M +5,250 New
WIC
1050
Woodmont Investment Counsel
Tennessee
$1.45M – – –
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