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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1126
Advisornet Financial
Minnesota
$316K +$157 +1 +0.1%
ACM
1127
AUA Capital Management
Pennsylvania
$314K – – –
SWM
1128
SeaCrest Wealth Management
New York
$312K +$16K +102 +6%
PWAG
1129
Polaris Wealth Advisory Group
California
$310K -$26.4M -168,281 -99%
MFW
1130
Mosaic Family Wealth
Missouri
$310K -$2.36K -15 -0.8%
CWA
1131
Clarus Wealth Advisors
Arizona
$309K +$55.5K +353 +25%
CFA
1132
Capstone Financial Advisors
Illinois
$309K +$276K +1,757 New
TFF
1133
The Family Firm
Maryland
$307K -$20.4K -130 -7%
BSW
1134
Buckingham Strategic Wealth
Missouri
$306K -$9.59K -61 -3%
WG
1135
Welch Group
Alabama
$306K +$9.43K +60 +4%
SIAS
1136
Shine Investment Advisory Services
Colorado
$304K – – –
PPP
1137
Private Portfolio Partners
New Jersey
$301K – – –
RBC
1138
Roble Belko & Company
Pennsylvania
$299K – – –
CPO
1139
Cerity Partners OCIO
New York
$299K +$10.4K +66 +4%
IWC
1140
Integrated Wealth Concepts
Massachusetts
$299K +$14.3K +91 +6%
AC
1141
Abbrea Capital
California
$293K +$14.9K +95 +6%
DC
1142
DeDora Capital
California
$292K -$317K -2,015 -55%
TCM
1143
Tradition Capital Management
New Jersey
$292K +$261K +1,660 New
KIA
1144
Kopp Investment Advisors
Minnesota
$291K – – –
IP
1145
Investment Partners
Ohio
$290K – – –
CEP
1146
Chicago Equity Partners
Illinois
$289K -$11.9M -75,760 -98%
FWM
1147
Frontier Wealth Management
Missouri
$287K -$10.4K -66 -4%
MA
1148
MANA Advisors
New York
$287K +$256K +1,628 New
TFS
1149
Thoroughbred Financial Services
Tennessee
$284K -$39K -248 -13%
PG
1150
Patten Group
Tennessee
$283K -$23.6K -150 -9%
44 45
46
47 48