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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
BMO
1151
Beck Mack & Oliver
New York
$212K – – –
DJSG
1152
D.J. St. Germain
Massachusetts
$212K – – –
HA
1153
Halsey Associates
Connecticut
$212K – – –
MMG
1154
Monetary Management Group
Missouri
$212K – – –
MPAM
1155
Murphy Pohlad Asset Management
Minnesota
$211K – – –
RWP
1156
RWA Wealth Partners
Massachusetts
$211K – – –
MCM
1157
Manchester Capital Management
Vermont
$210K – – –
RA
1158
Rational Advisors
New York
$210K +$215K +1,356 +1,020%
GFS
1159
GYL Financial Synergies
Connecticut
$210K +$236K +1,489 New
SFG
1160
Summit Financial Group
West Virginia
$209K – – –
BOTW
1161
Bank of the West
California
$206K – – –
TA
1162
Trellis Advisors
Washington
$204K -$12.2K -77 -5%
LJHT
1163
Laurie J. Hall Trustee
$204K – – –
PWM
1164
Paulson Wealth Management
Illinois
$204K +$12.3K +78 +6%
ECAM
1165
East Coast Asset Management
Massachusetts
$202K – – –
GFPC
1166
Global Financial Private Capital
Florida
$201K -$9.33K -59 -4%
ATIA
1167
American Trust Investment Advisors
New Hampshire
$201K -$7.91K -50 -3%
POIA
1168
Pin Oak Investment Advisors
Texas
$201K – – –
PGA
1169
Portland Global Advisors
Maine
$201K – – –
BEAM
1170
Baker Ellis Asset Management
Washington
$199K -$15.8K -100 -7%
CWA
1171
Clarus Wealth Advisors
Arizona
$198K -$4.11K -26 -2%
BWA
1172
BDO Wealth Advisors
Florida
$195K +$52K +329 +31%
CC
1173
Claybrook Capital
Massachusetts
$194K +$217K +1,373 New
WDL
1174
Well Done LLC
Michigan
$194K +$217K +1,373 New
SAM
1175
Sycomore Asset Management
France
$188K +$190K +1,200 New
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