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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
1101
Franklin Street Advisors
North Carolina
$221K -$31.1K -200 -13%
KS
1102
Karpas Strategies
Connecticut
$221K – – –
HPWM
1103
Highland Private Wealth Management
Washington
$221K +$209K +1,346 New
CWA
1104
Clarus Wealth Advisors
Arizona
$218K – – –
HCM
1105
Hilton Capital Management
New York
$218K – – –
PCM
1106
Penserra Capital Management
California
$218K +$78.5K +505 +61%
SCM
1107
Stonebridge Capital Management
California
$218K +$206K +1,323 New
HC
1108
Hamilton Capital
Ohio
$216K – – –
FFWA
1109
FRG Family Wealth Advisors
Washington
$215K – – –
CIP
1110
Convergence Investment Partners
Florida
$214K +$2.64K +17 +1%
LJHT
1111
Laurie J. Hall Trustee
$213K +$11.7K +75 +6%
EGA
1112
E&G Advisors
Texas
$213K +$202K +1,300 New
NERM
1113
New England Research & Management
Illinois
$213K +$202K +1,300 New
CC
1114
Chicago Capital
Illinois
$211K +$201K +1,292 New
SIM
1115
SSI Investment Management
California
$210K -$31K -199 -13%
MCM
1116
Manchester Capital Management
Vermont
$210K +$38.9K +250 +24%
BCA
1117
Berman Capital Advisors
Georgia
$207K +$196K +1,261 New
BFC
1118
Bedel Financial Consulting
Indiana
$206K +$13.2K +85 +7%
CCA
1119
Cobblestone Capital Advisors
New York
$205K -$26.9K -173 -12%
QCMC
1120
Quantum Capital Management (California)
California
$205K +$195K +1,254 New
NEPPG
1121
New England Professional Planning Group
Rhode Island
$205K +$195K +1,255 New
BHWM
1122
Bar Harbor Wealth Management
New Hampshire
$204K +$194K +1,246 New
AWM
1123
Altavista Wealth Management
North Carolina
$204K +$194K +1,248 New
FAIM
1124
Financial Advocates Investment Management
Washington
$203K -$169K -1,086 -47%
MPI
1125
Mairs & Power Inc
Minnesota
$200K +$191K +1,225 New
43 44
45
46 47