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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
HPWM
1201
Highland Private Wealth Management
Washington
$268K +$11.9K +66 +5%
CCA
1202
Cobblestone Capital Advisors
New York
$268K +$35.9K +200 +16%
PWM
1203
Paulson Wealth Management
Illinois
$267K – – –
PWA
1204
Providence Wealth Advisors
Illinois
$267K +$4.49K +25 +2%
WP
1205
WealthSource Partners
California
$267K +$259K +1,443 New
OPA
1206
Old Port Advisors
Maine
$265K -$19K -106 -7%
BOTW
1207
Bank of the West
California
$264K -$8.26K -46 -3%
ECAM
1208
East Coast Asset Management
Massachusetts
$264K – – –
ATIA
1209
American Trust Investment Advisors
New Hampshire
$263K – – –
BEAM
1210
Baker Ellis Asset Management
Washington
$261K – – –
AWM
1211
Altavista Wealth Management
North Carolina
$258K +$8.98K +50 +4%
CCM
1212
Colorado Capital Management
Colorado
$256K – – –
HC
1213
Hamilton Capital
Ohio
$256K – – –
WA
1214
WBH Advisory
Maryland
$256K +$180 +1 +0.1%
CWS
1215
Cypress Wealth Services
California
$251K -$10.8K -60 -4%
PA
1216
Probity Advisors
Texas
$250K +$1.08K +6 +0.4%
KS
1217
Karpas Strategies
Connecticut
$249K – – –
BFPW
1218
BOK Financial Private Wealth
Colorado
$249K +$21.4K +119 +10%
AI
1219
Accredited Investors
Minnesota
$248K – – –
SFG
1220
SNS Financial Group
Minnesota
$247K +$240K +1,338 New
SIA
1221
Strategic Investment Advisors
Michigan
$246K +$244K +1,358 New
TP
1222
Tranquility Partners
Tennessee
$245K +$238K +1,327 New
OFS
1223
Orrstown Financial Services
Pennsylvania
$244K -$1M -5,593 -81%
SCM
1224
Stonebridge Capital Management
California
$244K – – –
FFWA
1225
FRG Family Wealth Advisors
Washington
$243K – – –
47 48
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