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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1151
Circle Wealth Management
New Jersey
$283K – – –
PAM
1152
Peak Asset Management
Colorado
$281K – – –
STMM
1153
South Texas Money Management
Texas
$280K – – –
MFW
1154
Meristem Family Wealth
Minnesota
$280K +$250K +1,593 New
CIP
1155
Convergence Investment Partners
Florida
$278K +$10.7K +68 +5%
BHWM
1156
Bar Harbor Wealth Management
New Hampshire
$276K +$247K +1,569 New
KWA
1157
KCS Wealth Advisory
California
$272K -$10.2K -65 -4%
RB
1158
Rodgers Brothers
Pennsylvania
$272K +$242K +1,543 New
RI
1159
Ridgewood Investments
New Jersey
$271K -$15.7K -100 -6%
PV
1160
Private Vista
Illinois
$271K – – –
VSWA
1161
Vontobel Swiss Wealth Advisors
Switzerland
$270K +$241K +1,535 New
SFS
1162
Sowell Financial Services
Arkansas
$269K +$240K +1,528 New
ODCM
1163
Old Dominion Capital Management
Virginia
$268K +$238K +1,515 New
HIS
1164
Harvest Investment Services
Illinois
$265K – – –
POIA
1165
Pin Oak Investment Advisors
Texas
$265K +$13.5K +86 +6%
DJSG
1166
D.J. St. Germain
Massachusetts
$264K – – –
MPAM
1167
Murphy Pohlad Asset Management
Minnesota
$264K – – –
RWP
1168
RWA Wealth Partners
Massachusetts
$264K – – –
TA
1169
Trellis Advisors
Washington
$264K +$8.48K +54 +4%
OPA
1170
Old Port Advisors
Maine
$263K -$29.2K -186 -11%
ED
1171
Exane Derivatives
France
$261K -$19K -121 -8%
SFG
1172
Summit Financial Group
West Virginia
$261K – – –
WDL
1173
Well Done LLC
Michigan
$260K +$16.5K +105 +8%
GVAG
1174
Great Valley Advisor Group
Delaware
$260K +$232K +1,478 New
GHA
1175
GW Henssler & Associates
Georgia
$259K -$74.5K -474 -24%
45 46
47
48 49