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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
WDL
1176
Well Done LLC
Michigan
$260K +$16.5K +105 +8%
GVAG
1177
Great Valley Advisor Group
Delaware
$260K +$232K +1,478 New
GHA
1178
GW Henssler & Associates
Georgia
$259K -$74.5K -474 -24%
BOTW
1179
Bank of the West
California
$259K +$2.36K +15 +1%
ECAM
1180
East Coast Asset Management
Massachusetts
$252K – – –
ATIA
1181
American Trust Investment Advisors
New Hampshire
$251K – – –
PGA
1182
Portland Global Advisors
Maine
$251K – – –
PFSC
1183
Peoples Financial Services Corp
Pennsylvania
$249K -$27.5K -175 -11%
CWS
1184
Cypress Wealth Services
California
$249K +$223K +1,417 New
BEAM
1185
Baker Ellis Asset Management
Washington
$248K – – –
P
1186
Pitcairn
Pennsylvania
$247K -$46.4K -295 -17%
SI
1187
Scharf Investments
California
$247K +$221K +1,405 New
PWA
1188
Providence Wealth Advisors
Illinois
$245K +$220K +1,400 New
HC
1189
Hamilton Capital
Ohio
$244K – – –
CCM
1190
Colorado Capital Management
Colorado
$244K +$218K +1,388 New
WA
1191
WBH Advisory
Maryland
$243K -$15.7K -100 -7%
HPWM
1192
Highland Private Wealth Management
Washington
$243K +$217K +1,380 New
FSA
1193
Franklin Street Advisors
North Carolina
$243K +$217K +1,381 New
CWM
1194
Cornerstone Wealth Management
Missouri
$242K +$117K +743 New
PWM
1195
Paulson Wealth Management
Illinois
$241K – – –
KS
1196
Karpas Strategies
Connecticut
$238K +$212K +1,350 New
AI
1197
Accredited Investors
Minnesota
$237K +$211K +1,344 New
PA
1198
Probity Advisors
Texas
$237K +$211K +1,346 New
AWM
1199
Altavista Wealth Management
North Carolina
$237K +$212K +1,348 New
SCM
1200
Stonebridge Capital Management
California
$233K +$208K +1,323 New
46 47
48
49 50