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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
BOC
1126
Barbara Oil Co
Illinois
$317K +$283K +1,800 New
AF
1127
Advisornet Financial
Minnesota
$316K +$157 +1 +0.1%
ACM
1128
AUA Capital Management
Pennsylvania
$314K – – –
SWM
1129
SeaCrest Wealth Management
New York
$312K +$16K +102 +6%
PWAG
1130
Polaris Wealth Advisory Group
California
$310K -$26.4M -168,281 -99%
MFW
1131
Mosaic Family Wealth
Missouri
$310K -$2.36K -15 -0.8%
CWA
1132
Clarus Wealth Advisors
Arizona
$309K +$55.5K +353 +25%
CFA
1133
Capstone Financial Advisors
Illinois
$309K +$276K +1,757 New
TFF
1134
The Family Firm
Maryland
$307K -$20.4K -130 -7%
BSW
1135
Buckingham Strategic Wealth
Missouri
$306K -$9.59K -61 -3%
WG
1136
Welch Group
Alabama
$306K +$9.43K +60 +4%
SIAS
1137
Shine Investment Advisory Services
Colorado
$304K – – –
BFG
1138
Beacon Financial Group
Texas
$302K -$62.9K -400 -19%
PPP
1139
Private Portfolio Partners
New Jersey
$301K – – –
RBC
1140
Roble Belko & Company
Pennsylvania
$299K – – –
CPO
1141
Cerity Partners OCIO
New York
$299K +$10.4K +66 +4%
IWC
1142
Integrated Wealth Concepts
Massachusetts
$299K +$14.3K +91 +6%
CT
1143
Chicago Trust
Illinois
$296K -$14.9K -95 -5%
AC
1144
Abbrea Capital
California
$293K +$14.9K +95 +6%
DC
1145
DeDora Capital
California
$292K -$317K -2,015 -55%
TCM
1146
Tradition Capital Management
New Jersey
$292K +$261K +1,660 New
KIA
1147
Kopp Investment Advisors
Minnesota
$291K – – –
IP
1148
Investment Partners
Ohio
$290K – – –
CEP
1149
Chicago Equity Partners
Illinois
$289K -$11.9M -75,760 -98%
FWM
1150
Frontier Wealth Management
Missouri
$287K -$10.4K -66 -4%
44 45
46
47 48