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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1051
IHT Wealth Management
Illinois
$18K +$18K +152 New
MPWT
1052
MassMutual Private Wealth & Trust
Connecticut
$17.9K +$18.2K +153 New
PRS
1053
Pinkerton Retirement Specialists
Idaho
$17K +$3.09K +26 +23%
AA
1054
Apriem Advisors
California
$17K +$5.82K +49 +49%
TDC
1055
Thompson Davis & Co
Virginia
$17K +$7.48K +63 +74%
KF
1056
Krilogy Financial
Missouri
$16K -$2.85K -24 -15%
IWC
1057
Integrated Wealth Counsel
California
$15K – – –
WIM
1058
Westside Investment Management
California
$14.9K +$15.2K +128 New
HDIM
1059
Hanson & Doremus Investment Management
Vermont
$14.6K – – –
AWA
1060
Artemis Wealth Advisors
New York
$14K +$13.9K +117 New
ADL
1061
Asset Dedication LLC
California
$13K – – –
CFA
1062
CT Financial Advisors
Pennsylvania
$12.2K – – –
HWM
1063
Holloway Wealth Management
Florida
$12K – – –
TIM
1064
Tortoise Investment Management
New York
$12K – – –
BCFS
1065
Butensky & Cohen Financial Security
Florida
$11K – – –
PFS
1066
Physicians Financial Services
North Carolina
$11K – – –
MWM
1067
MinichMacGregor Wealth Management
New York
$10K -$2.37K -20 -19%
DAM
1068
Delta Asset Management
Tennessee
$10K – – –
NC
1069
NewSquare Capital
Pennsylvania
$10K – – –
LA
1070
Legacy Advisors
Pennsylvania
$10K +$10.9K +92 New
VNA
1071
Valley National Advisers
Pennsylvania
$9K – – –
BL
1072
Balentine LLC
Georgia
$9K +$3.21K +27 +50%
BCI
1073
Brinker Capital Investments
Pennsylvania
$8K – – –
NSIM
1074
North Star Investment Management
Illinois
$7K – – –
CB
1075
Community Bank
New York
$6K – – –
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