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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1101
Evermay Wealth Management
Virginia
$389K – – –
KJHP
1102
K.J. Harrison & Partners
Ontario, Canada
$388K -$71.8K -400 -16%
KWM
1103
Kingsview Wealth Management
Oregon
$386K +$43.5K +242 +13%
APA
1104
American Portfolios Advisors
New York
$383K +$41.8K +233 +13%
TCB
1105
Texas Capital Bancshares
Texas
$382K -$2.33K -13 -0.6%
AF
1106
Advisornet Financial
Minnesota
$381K +$48.5K +270 +15%
EWM
1107
Empirical Wealth Management
Washington
$380K -$42.4K -236 -10%
HCM
1108
Harvest Capital Management
New Hampshire
$380K -$8.98K -50 -2%
PC
1109
Pecaut & Co
Iowa
$378K +$3.95K +22 +1%
BWA
1110
BDO Wealth Advisors
Florida
$378K +$16.2K +90 +5%
PL
1111
Perpetual Ltd
Australia
$377K -$144K -800 -28%
CWM
1112
Circle Wealth Management
New Jersey
$374K +$75.3K +419 +26%
OIA
1113
Optimum Investment Advisors
Illinois
$373K +$898 +5 +0.2%
IC
1114
Intersect Capital
California
$372K +$362K +2,014 New
FPA
1115
First Pacific Advisors
California
$370K – – –
CC
1116
Courier Capital
New York
$368K -$39.3K -219 -10%
FANJ
1117
Financial Architects (New Jersey)
New Jersey
$367K -$83.5K -465 -19%
TCM
1118
Tran Capital Management
California
$366K -$351K -1,957 -50%
BSW
1119
Buckingham Strategic Wealth
Missouri
$364K +$41.7K +232 +13%
VHAM
1120
Van Hulzen Asset Management
California
$363K -$7.07M -39,383 -95%
BBA
1121
Braun-Bostich & Associates
Pennsylvania
$362K -$304K -1,690 -46%
DWM
1122
Dakota Wealth Management
Florida
$362K +$23.9K +133 +7%
PT
1123
Plimoth Trust
Massachusetts
$361K +$351K +1,955 New
CCM
1124
Crabel Capital Management
California
$358K +$348K +1,939 New
MFW
1125
Mosaic Family Wealth
Missouri
$356K +$30.2K +168 +10%
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