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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
1176
North American Management
Massachusetts
$290K +$282K +1,571 New
KWA
1177
KCS Wealth Advisory
California
$286K – – –
P
1178
Pitcairn
Pennsylvania
$286K +$26.6K +148 +11%
IFWM
1179
Institute for Wealth Management
Colorado
$285K -$98.8K -550 -26%
RB
1180
Rodgers Brothers
Pennsylvania
$285K – – –
CFA
1181
Carroll Financial Associates
North Carolina
$285K +$41.3K +230 +17%
HIS
1182
Harvest Investment Services
Illinois
$283K +$2.15K +12 +0.8%
RI
1183
Ridgewood Investments
New Jersey
$282K -$3.05K -17 -1%
PV
1184
Private Vista
Illinois
$282K -$1.98K -11 -0.7%
TFS
1185
Thoroughbred Financial Services
Tennessee
$279K -$19K -106 -7%
TAM
1186
Tradition Asset Management
Virginia
$279K +$271K +1,510 New
PG
1187
Patten Group
Tennessee
$277K -$19.2K -107 -7%
DJSG
1188
D.J. St. Germain
Massachusetts
$277K – – –
MPAM
1189
Murphy Pohlad Asset Management
Minnesota
$277K – – –
RWP
1190
RWA Wealth Partners
Massachusetts
$277K – – –
SFG
1191
Summit Financial Group
West Virginia
$274K – – –
FFG
1192
Fortem Financial Group
California
$274K +$48K +267 +22%
ODCM
1193
Old Dominion Capital Management
Virginia
$273K -$7.18K -40 -3%
WDL
1194
Well Done LLC
Michigan
$273K – – –
TA
1195
Trellis Advisors
Washington
$272K -$5.93K -33 -2%
GHA
1196
GW Henssler & Associates
Georgia
$272K – – –
HPWM
1197
Highland Private Wealth Management
Washington
$268K +$11.9K +66 +5%
CCA
1198
Cobblestone Capital Advisors
New York
$268K +$35.9K +200 +16%
PWM
1199
Paulson Wealth Management
Illinois
$267K – – –
PWA
1200
Providence Wealth Advisors
Illinois
$267K +$4.49K +25 +2%
46 47
48
49 50