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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1126
Csenge Advisory Group
Florida
$591K +$74K +391 +17%
DWM
1127
Dakota Wealth Management
Florida
$590K +$184K +973 +55%
RIA
1128
Realta Investment Advisors
Delaware
$588K +$18.5K +98 +4%
PM
1129
Parametrica Management
Hong Kong
$588K +$518K +2,741 New
CGA
1130
Crescent Grove Advisors
Illinois
$587K +$21.8K +115 +4%
FMBTD
1131
First Midwest Bank Trust Division
Illinois
$584K -$85.1K -450 -14%
TSW
1132
Thompson Siegel & Walmsley
Virginia
$575K – – –
WG
1133
Welch Group
Alabama
$575K +$24.8K +131 +5%
CIP
1134
Cornerstone Investment Partners
Georgia
$572K -$13.2K -70 -3%
CPA
1135
Court Place Advisors
Maryland
$570K -$15.1K -80 -3%
AIA
1136
Angeles Investment Advisors
California
$566K -$64.9K -343 -12%
DMC
1137
Drexel Morgan & Co
Pennsylvania
$561K – – –
OWA
1138
Outlook Wealth Advisors
Texas
$561K +$26.5K +140 +6%
BCMO
1139
Buckingham Capital Management (Ohio)
Ohio
$560K -$51.1K -270 -9%
OL
1140
Optas LLC
Texas
$560K +$229K +1,210 +87%
TL
1141
TrueWealth LLC
Georgia
$559K -$29.3K -155 -6%
MFW
1142
Meristem Family Wealth
Minnesota
$556K -$4.73K -25 -1%
PFG
1143
PAX Financial Group
Texas
$556K +$44.8K +237 +10%
ARI
1144
Applied Research Investments
Delaware
$555K +$489K +2,583 New
FWCM
1145
Ferguson Wellman Capital Management
Oregon
$554K +$218K +1,155 +81%
LG
1146
Leuthold Group
Minnesota
$550K -$19.1K -101 -4%
GFPC
1147
Global Financial Private Capital
Florida
$548K -$2.05M -10,813 -81%
CPA
1148
Clear Perspective Advisors
Illinois
$546K -$94.2K -498 -16%
DACG
1149
Donor Advised Charitable Giving
California
$540K +$757 +4 +0.2%
CWM
1150
Concentric Wealth Management
California
$537K – – –
44 45
46
47 48