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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1101
SWS Partners
Ohio
$264K +$5.85K +37 +2%
AAS
1102
Annex Advisory Services
Wisconsin
$263K +$37K +234 +14%
TFS
1103
Thoroughbred Financial Services
Tennessee
$262K +$295K +1,864 New
AAM
1104
Aureus Asset Management
Massachusetts
$260K -$48.4K -306 -14%
CAG
1105
Csenge Advisory Group
Florida
$260K +$9.81K +62 +3%
EPA
1106
Element Pointe Advisors
Florida
$260K +$291K +1,842 New
GAM
1107
Gould Asset Management
California
$257K -$31.6K -200 -10%
HBT
1108
Hills Bank & Trust
Iowa
$256K – – –
GLI
1109
Guardian Life Insurance
New York
$256K +$949 +6 +0.3%
NIA
1110
Northstar Investment Advisors
Colorado
$254K – – –
BSW
1111
Buckingham Strategic Wealth
Missouri
$254K +$3.48K +22 +1%
AF
1112
Advisornet Financial
Minnesota
$253K – – –
ACM
1113
AUA Capital Management
Pennsylvania
$252K – – –
KWM
1114
Kingsview Wealth Management
Oregon
$251K +$46.8K +296 +20%
CT
1115
Chicago Trust
Illinois
$251K +$281K +1,777 New
MFW
1116
Mosaic Family Wealth
Missouri
$250K +$1.27K +8 +0.5%
OPA
1117
Old Port Advisors
Maine
$250K +$266K +1,681 New
SMFS
1118
Squar Milner Financial Services
California
$249K – – –
SS
1119
Simplicity Solutions
Minnesota
$248K -$2.21K -14 -0.8%
PG
1120
Patten Group
Tennessee
$248K +$18.5K +117 +7%
SC
1121
Sepio Capital
Utah
$247K +$277K +1,750 New
APA
1122
American Portfolios Advisors
New York
$246K -$85.4K -540 -24%
PP
1123
PagnatoKarp Partners
Virginia
$246K +$23.3K +147 +9%
EB
1124
Eastern Bank
Massachusetts
$245K +$9.49K +60 +4%
SIAS
1125
Shine Investment Advisory Services
Colorado
$244K – – –
43 44
45
46 47