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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
KJWM
1176
Kiley Juergens Wealth Management
Washington
$37K +$35.5K +245 New
AIM
1177
Advantage Investment Management
Iowa
$36K -$13.3K -92 -28%
AF
1178
Allworth Financial
California
$36K – – –
PA
1179
Perennial Advisors
New York
$36K +$16.8K +116 +100%
JAM
1180
Jolley Asset Management
North Carolina
$35K – – –
WIM
1181
Westside Investment Management
California
$33.4K +$7.1K +49 +30%
NSB
1182
Norway Savings Bank
Maine
$32K -$14.5K -100 -32%
SIA
1183
SeaBridge Investment Advisors
New Jersey
$32K – – –
SC
1184
Sawyer & Company
Massachusetts
$32K +$30.3K +209 New
FWM
1185
Focused Wealth Management
New York
$31K -$17.2K -119 -37%
HCM
1186
Highlander Capital Management
New Jersey
$31K – – –
PCC
1187
Park Circle Company
Maryland
$31K – – –
CAC
1188
Certified Advisory Corp
Florida
$30K +$29K +200 New
TFO
1189
Tarbox Family Office
California
$29K – – –
1IA
1190
1834 Investment Advisors
Wisconsin
$28K +$26.1K +180 New
AF
1191
Arrow Financial
New York
$27K – – –
PS
1192
Portfolio Strategies
New York
$27K +$25.4K +175 New
FAM
1193
Fred Alger Management
New York
$26K -$11.2K -77 -31%
CFA
1194
Camarda Financial Advisors
Florida
$26K – – –
RWM
1195
Raffa Wealth Management
District of Columbia
$25.3K – – –
ADL
1196
Asset Dedication LLC
California
$25K +$7.54K +52 +48%
EWM
1197
Endurance Wealth Management
Rhode Island
$24K – – –
MA
1198
MCF Advisors
Kentucky
$23K – – –
CA
1199
Crewe Advisors
Utah
$23K +$21.7K +150 New
SQA
1200
Simon Quick Advisors
New Jersey
$20K +$18.3K +126 New
46 47
48
49 50