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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
GDP
1176
Great Diamond Partners
Maine
$479K -$112K -646 -14%
SLI
1177
Sumitomo Life Insurance
Japan
$477K -$34.2K -197 -5%
SFG
1178
SevenBridge Financial Group
Pennsylvania
$475K +$11.1K +64 +2%
NEI
1179
Northwest & Ethical Investments
Ontario, Canada
$474K -$522K -3,009 -44%
JCM
1180
J2 Capital Management
Michigan
$470K +$656K +3,778 New
TAM
1181
Trillium Asset Management
Massachusetts
$468K -$18.4K -106 -3%
LWA
1182
Lantern Wealth Advisors
New York
$467K -$181K -1,040 -22%
AGWCA
1183
Annis Gardner Whiting Capital Advisors
Florida
$465K -$33.9K -195 -5%
SOAMC
1184
Spirit of America Management Corp
New York
$464K – – –
RP
1185
Riverbridge Partners
Minnesota
$464K +$23.6K +136 +4%
DWAM
1186
Duncan Williams Asset Management
Tennessee
$464K -$66.3K -382 -9%
BOS
1187
Bank of Stockton
California
$463K +$54.5K +314 +9%
FNT
1188
First National Trust
Pennsylvania
$463K -$123K -708 -16%
CA
1189
CGN Advisors
Kansas
$460K -$1.56K -9 -0.2%
ALAM
1190
Asahi Life Asset Management
Japan
$455K +$635K +3,659 New
RS
1191
Rakuten Securities
Japan
$454K +$243K +1,402 +62%
SCM
1192
Sterling Capital Management
North Carolina
$453K +$193K +1,112 +44%
JMFC
1193
J.M. Forbes & Co
Massachusetts
$453K – – –
CIM
1194
Cambria Investment Management
California
$453K +$209K +1,201 +49%
WJWM
1195
Williams Jones Wealth Management
New York
$451K -$15.6M -90,038 -96%
RC
1196
Reik & Co
New York
$451K +$209K +1,203 +50%
EFS
1197
Essex Financial Services
Connecticut
$449K +$153K +881 +32%
MWP
1198
Meriwether Wealth & Planning
Louisiana
$449K +$281K +1,620 +82%
YP
1199
YANKCOM Partnership
South Dakota
$447K +$280K +1,614 +81%
MBT
1200
Montecito Bank & Trust
California
$446K +$162K +933 +35%
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