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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
1126
Robertson Stephens Wealth Management
California
$552K +$274K +1,578 +55%
HF
1127
HRT Financial
New York
$552K +$771K +4,440 New
FG
1128
Fiduciary Group
Georgia
$550K -$88.2K -508 -10%
I
1129
InvesTrust
Oklahoma
$548K +$87.2K +502 +13%
EI
1130
Ellevest Inc
New York
$546K +$77.8K +448 +12%
SWA
1131
Sax Wealth Advisors
New Jersey
$545K -$45.5K -262 -9%
BL
1132
BFSG LLC
California
$544K -$130K -749 -15%
LC
1133
LCNB Corp
Ohio
$543K -$104K -599 -12%
STP
1134
Science & Technology Partners
New York
$541K +$755K +4,350 New
NW
1135
Naviter Wealth
Arkansas
$539K -$161K -928 -18%
MMG
1136
Monetary Management Group
Missouri
$538K -$213K -1,225 -22%
BFPW
1137
BOK Financial Private Wealth
Colorado
$537K -$13K -75 -2%
SFS
1138
Searcy Financial Services
Kansas
$537K -$2.95K -17 -0.4%
SAM
1139
S.A. Mason
Michigan
$534K -$39.1K -225 -5%
UAS
1140
United Asset Strategies
New York
$530K -$347K -1,998 -32%
WIC
1141
Woodmont Investment Counsel
Tennessee
$529K -$20.8K -120 -3%
CWS
1142
Cypress Wealth Services
California
$528K +$318K +1,834 +76%
SIP
1143
Stoneridge Investment Partners
Pennsylvania
$527K – – –
AIM
1144
Alhambra Investment Management
Florida
$526K +$145K +835 +25%
IAIM
1145
International Assets Investment Management
Florida
$525K +$297K +1,711 +75%
MCM
1146
Marathon Capital Management
Maryland
$524K +$731K +4,210 New
AWM
1147
Aprio Wealth Management
Georgia
$523K +$192K +1,105 +36%
CL
1148
CSS LLC
Illinois
$523K +$382K +2,200 +110%
OP
1149
Oslo Pensjonsforsikring
$523K +$61.6K +355 +9%
CCA
1150
Checchi Capital Advisers
California
$521K -$261K -1,506 -26%
44 45
46
47 48