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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
1076
Harvest Fund Management
China
$678K +$48.4K +256 +9%
AC
1077
Avestar Capital
New York
$673K -$33.5K -177 -5%
AIM
1078
Anchor Investment Management
South Carolina
$672K -$17.4K -92 -3%
IIC
1079
Integrated Investment Consultants
Michigan
$671K – – –
MSS
1080
Mitchell Sinkler & Starr
Pennsylvania
$669K +$167K +885 +40%
PTP
1081
Platform Technology Partners
New York
$668K -$45.2K -239 -7%
RWA
1082
Ropes Wealth Advisors
Massachusetts
$667K +$104K +552 +22%
BDWM
1083
Brewin Dolphin Wealth Management
Ireland
$666K – – –
MBT
1084
Montecito Bank & Trust
California
$662K – – –
QCG
1085
Quadrant Capital Group
Ohio
$661K +$140K +739 +32%
AAM
1086
Aureus Asset Management
Massachusetts
$659K +$121K +640 +26%
TCBWMS
1087
Texas Capital Bank Wealth Management Services
Texas
$658K -$68.5K -362 -11%
BCM
1088
Bluefin Capital Management
New York
$656K +$48.2K +255 +9%
BFA
1089
Beaumont Financial Advisors
Massachusetts
$652K -$12.5K -66 -2%
CRIG
1090
Charter Research & Investment Group
Connecticut
$652K -$3.03K -16 -0.5%
TCM
1091
Tanaka Capital Management
New York
$651K +$409K +2,165 +250%
AWC
1092
Abundance Wealth Counselors
Pennsylvania
$649K +$572K +3,023 New
EWM
1093
Evermay Wealth Management
Virginia
$648K -$43.9K -232 -7%
YMRC
1094
Yorktown Management & Research Company
Virginia
$644K +$94.6K +500 +20%
SLG
1095
Stanley-Laman Group
Pennsylvania
$644K +$185K +979 +48%
GC
1096
Grace Capital
Massachusetts
$644K +$189K +1,000 +50%
IR
1097
Invictus RG
Bermuda
$644K +$568K +3,001 New
NL
1098
NWAM LLC
Washington
$643K +$566K +2,994 New
PCG
1099
Private Capital Group
Connecticut
$641K +$24.2K +128 +4%
MA
1100
Mutual Advisors
Nebraska
$640K +$563K +2,979 New
42 43
44
45 46