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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1201
Allworth Financial
California
$37K – – –
AIM
1202
Advantage Investment Management
Iowa
$36K – – –
PA
1203
Perennial Advisors
New York
$36K – – –
MPWT
1204
MassMutual Private Wealth & Trust
Connecticut
$35.8K -$25.7K -162 -41%
JAM
1205
Jolley Asset Management
North Carolina
$35K – – –
MA
1206
MCF Advisors
Kentucky
$34K +$11.1K +70 +47%
RWM
1207
Raffa Wealth Management
District of Columbia
$32.7K +$7.6K +48 +29%
NSB
1208
Norway Savings Bank
Maine
$32K – – –
SIA
1209
SeaBridge Investment Advisors
New Jersey
$32K – – –
WIM
1210
Westside Investment Management
California
$31.1K – – –
FWM
1211
Focused Wealth Management
New York
$31K – – –
PCC
1212
Park Circle Company
Maryland
$31K – – –
BAM
1213
Bruderman Asset Management
New York
$31K +$31.7K +200 New
CAC
1214
Certified Advisory Corp
Florida
$30K – – –
HCM
1215
Highlander Capital Management
New Jersey
$30K – – –
TFO
1216
Tarbox Family Office
California
$29K – – –
PS
1217
Portfolio Strategies
New York
$27K – – –
PWAG
1218
Polaris Wealth Advisory Group
California
$27K +$28K +177 New
GEA
1219
Glen Eagle Advisors
New Jersey
$26.6K -$15.8K -100 -37%
SIM
1220
Sonora Investment Management
Arizona
$26.4K +$24.1K +152 +760%
CFA
1221
Camarda Financial Advisors
Florida
$26K – – –
ADL
1222
Asset Dedication LLC
California
$25K – – –
CHP
1223
Cable Hill Partners
Oregon
$24K -$25.7K -162 -50%
EWM
1224
Endurance Wealth Management
Rhode Island
$24K – – –
CA
1225
Crewe Advisors
Utah
$23K – – –
47 48
49
50 51