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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1201
WealthSource Partners
California
$267K +$259K +1,443 New
OPA
1202
Old Port Advisors
Maine
$265K -$19K -106 -7%
BOTW
1203
Bank of the West
California
$264K -$8.26K -46 -3%
ECAM
1204
East Coast Asset Management
Massachusetts
$264K – – –
ATIA
1205
American Trust Investment Advisors
New Hampshire
$263K – – –
BEAM
1206
Baker Ellis Asset Management
Washington
$261K – – –
AWM
1207
Altavista Wealth Management
North Carolina
$258K +$8.98K +50 +4%
CCM
1208
Colorado Capital Management
Colorado
$256K – – –
HC
1209
Hamilton Capital
Ohio
$256K – – –
WA
1210
WBH Advisory
Maryland
$256K +$180 +1 +0.1%
CWS
1211
Cypress Wealth Services
California
$251K -$10.8K -60 -4%
PA
1212
Probity Advisors
Texas
$250K +$1.08K +6 +0.4%
KS
1213
Karpas Strategies
Connecticut
$249K – – –
BFPW
1214
BOK Financial Private Wealth
Colorado
$249K +$21.4K +119 +10%
AI
1215
Accredited Investors
Minnesota
$248K – – –
SFG
1216
SNS Financial Group
Minnesota
$247K +$240K +1,338 New
SIA
1217
Strategic Investment Advisors
Michigan
$246K +$244K +1,358 New
TP
1218
Tranquility Partners
Tennessee
$245K +$238K +1,327 New
OFS
1219
Orrstown Financial Services
Pennsylvania
$244K -$1M -5,593 -81%
SCM
1220
Stonebridge Capital Management
California
$244K – – –
FFWA
1221
FRG Family Wealth Advisors
Washington
$243K – – –
WEC
1222
Winslow Evans & Crocker
Massachusetts
$242K +$15.1K +84 +7%
NC
1223
Noked Capital
Israel
$240K -$233K -1,300 -50%
NI
1224
Noked Israel
Israel
$240K -$233K -1,300 -50%
LJHT
1225
Laurie J. Hall Trustee
$240K – – –
47 48
49
50 51