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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1101
Csenge Advisory Group
Florida
$260K +$9.81K +62 +3%
EPA
1102
Element Pointe Advisors
Florida
$260K +$291K +1,842 New
GAM
1103
Gould Asset Management
California
$257K -$31.6K -200 -10%
HBT
1104
Hills Bank & Trust
Iowa
$256K – – –
GLI
1105
Guardian Life Insurance
New York
$256K +$949 +6 +0.3%
NIA
1106
Northstar Investment Advisors
Colorado
$254K – – –
BSW
1107
Buckingham Strategic Wealth
Missouri
$254K +$3.48K +22 +1%
AF
1108
Advisornet Financial
Minnesota
$253K – – –
ACM
1109
AUA Capital Management
Pennsylvania
$252K – – –
KWM
1110
Kingsview Wealth Management
Oregon
$251K +$46.8K +296 +20%
MFW
1111
Mosaic Family Wealth
Missouri
$250K +$1.27K +8 +0.5%
OPA
1112
Old Port Advisors
Maine
$250K +$266K +1,681 New
SMFS
1113
Squar Milner Financial Services
California
$249K – – –
SS
1114
Simplicity Solutions
Minnesota
$248K -$2.21K -14 -0.8%
PG
1115
Patten Group
Tennessee
$248K +$18.5K +117 +7%
SC
1116
Sepio Capital
Utah
$247K +$277K +1,750 New
APA
1117
American Portfolios Advisors
New York
$246K -$85.4K -540 -24%
PP
1118
PagnatoKarp Partners
Virginia
$246K +$23.3K +147 +9%
EB
1119
Eastern Bank
Massachusetts
$245K +$9.49K +60 +4%
SIAS
1120
Shine Investment Advisory Services
Colorado
$244K – – –
KA
1121
Kaizen Advisory
Illinois
$242K +$24.2K +153 +10%
QCM
1122
Quest Capital Management
Texas
$241K +$270K +1,706 New
PPP
1123
Private Portfolio Partners
New Jersey
$241K +$270K +1,709 New
RBC
1124
Roble Belko & Company
Pennsylvania
$240K – – –
FWM
1125
Frontier Wealth Management
Missouri
$240K +$2.21K +14 +0.8%
43 44
45
46 47