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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
BOTW
1176
Bank of the West
California
$259K +$2.36K +15 +1%
ECAM
1177
East Coast Asset Management
Massachusetts
$252K – – –
ATIA
1178
American Trust Investment Advisors
New Hampshire
$251K – – –
PGA
1179
Portland Global Advisors
Maine
$251K – – –
PFSC
1180
Peoples Financial Services Corp
Pennsylvania
$249K -$27.5K -175 -11%
CWS
1181
Cypress Wealth Services
California
$249K +$223K +1,417 New
BEAM
1182
Baker Ellis Asset Management
Washington
$248K – – –
P
1183
Pitcairn
Pennsylvania
$247K -$46.4K -295 -17%
SI
1184
Scharf Investments
California
$247K +$221K +1,405 New
PWA
1185
Providence Wealth Advisors
Illinois
$245K +$220K +1,400 New
HC
1186
Hamilton Capital
Ohio
$244K – – –
CCM
1187
Colorado Capital Management
Colorado
$244K +$218K +1,388 New
WA
1188
WBH Advisory
Maryland
$243K -$15.7K -100 -7%
HPWM
1189
Highland Private Wealth Management
Washington
$243K +$217K +1,380 New
FSA
1190
Franklin Street Advisors
North Carolina
$243K +$217K +1,381 New
CWM
1191
Cornerstone Wealth Management
Missouri
$242K +$117K +743 New
PWM
1192
Paulson Wealth Management
Illinois
$241K – – –
KS
1193
Karpas Strategies
Connecticut
$238K +$212K +1,350 New
AI
1194
Accredited Investors
Minnesota
$237K +$211K +1,344 New
PA
1195
Probity Advisors
Texas
$237K +$211K +1,346 New
AWM
1196
Altavista Wealth Management
North Carolina
$237K +$212K +1,348 New
SCM
1197
Stonebridge Capital Management
California
$233K +$208K +1,323 New
GLLW
1198
Graves Light Lenhart Wealth
Virginia
$233K +$208K +1,323 New
CFA
1199
Carroll Financial Associates
North Carolina
$231K +$52.5K +334 +34%
FFWA
1200
FRG Family Wealth Advisors
Washington
$231K +$206K +1,313 New
46 47
48
49 50