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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
1101
Global Financial Private Capital
Florida
$253K +$2K +12 +0.8%
KWM
1102
Kingsview Wealth Management
Oregon
$252K -$413K -2,480 -63%
MFW
1103
Meristem Family Wealth
Minnesota
$252K -$23K -138 -9%
SFG
1104
Summit Financial Group
West Virginia
$252K +$7.49K +45 +3%
ATIA
1105
American Trust Investment Advisors
New Hampshire
$251K – – –
BOTW
1106
Bank of the West
California
$248K -$11.8K -71 -5%
KIA
1107
Kopp Investment Advisors
Minnesota
$244K +$13.2K +79 +6%
ECAM
1108
East Coast Asset Management
Massachusetts
$243K – – –
PGA
1109
Portland Global Advisors
Maine
$243K – – –
CWA
1110
Clarus Wealth Advisors
Arizona
$243K +$1.33K +8 +0.6%
POIA
1111
Pin Oak Investment Advisors
Texas
$242K -$2.83K -17 -1%
SWM
1112
SVA Wealth Management
Wisconsin
$242K +$236K +1,419 New
PCP
1113
Proficio Capital Partners
Massachusetts
$240K -$1.17K -7 -0.5%
EWM
1114
Evermay Wealth Management
Virginia
$240K – – –
PWA
1115
Providence Wealth Advisors
Illinois
$238K – – –
BMCM
1116
Bryn Mawr Capital Management
Pennsylvania
$237K -$2.66K -16 -1%
CIP
1117
Convergence Investment Partners
Florida
$236K +$12.7K +76 +6%
PA
1118
Probity Advisors
Texas
$235K -$5.33K -32 -2%
FSA
1119
Franklin Street Advisors
North Carolina
$235K +$4.99K +30 +2%
HPWM
1120
Highland Private Wealth Management
Washington
$235K +$5.83K +35 +3%
RB
1121
Rodgers Brothers
Pennsylvania
$233K – – –
KS
1122
Karpas Strategies
Connecticut
$230K – – –
HCM
1123
Hilton Capital Management
New York
$227K – – –
HC
1124
Hamilton Capital
Ohio
$225K – – –
SCM
1125
Stonebridge Capital Management
California
$225K – – –
43 44
45
46 47