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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
PV
1051
Private Vista
Illinois
$266K – – –
JFA
1052
JNBA Financial Advisors
Minnesota
$265K – – –
MFW
1053
Meristem Family Wealth
Minnesota
$264K -$23.3K -150 -8%
OPA
1054
Old Port Advisors
Maine
$264K +$251K +1,612 New
CWM
1055
Circle Wealth Management
New Jersey
$263K – – –
PG
1056
Patten Group
Tennessee
$263K – – –
WA
1057
WBH Advisory
Maryland
$263K +$156 +1 +0.1%
LWAC
1058
Laurel Wealth Advisors (California)
California
$262K +$44.2K +284 +22%
RGNCM
1059
R.G. Niederhoffer Capital Management
New York
$262K +$249K +1,600 New
IAA
1060
Independent Advisor Alliance
North Carolina
$261K +$3.27K +21 +1%
MF
1061
Magnetar Financial
Illinois
$261K +$249K +1,598 New
TA
1062
Trellis Advisors
Washington
$260K -$26.9K -173 -10%
PFSC
1063
Peoples Financial Services Corp
Pennsylvania
$260K -$11.7K -75 -5%
STMM
1064
South Texas Money Management
Texas
$259K +$6.22K +40 +3%
KA
1065
Kaizen Advisory
Illinois
$256K +$151K +972 +164%
PIA
1066
Pinion Investment Advisors
Kansas
$256K +$243K +1,564 New
WI
1067
Wintrust Investments
Illinois
$256K +$244K +1,566 New
NI
1068
Nuance Investments
Missouri
$255K +$242K +1,559 New
WCM
1069
Weik Capital Management
Pennsylvania
$254K +$23.3K +150 +11%
APA
1070
American Portfolios Advisors
New York
$254K +$24.7K +159 +11%
GWM
1071
Geneos Wealth Management
Colorado
$253K -$88.5K -569 -27%
MWPCG
1072
Measured Wealth Private Client Group
New Hampshire
$253K +$241K +1,552 New
PP
1073
PagnatoKarp Partners
Virginia
$250K -$33.4K -215 -12%
BOTW
1074
Bank of the West
California
$250K +$2.02K +13 +0.9%
MFW
1075
Mosaic Family Wealth
Missouri
$250K +$9.49K +61 +4%
41 42
43
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