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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
EFA
1226
Evernest Financial Advisors
Indiana
$412K +$2.43K +14 +0.4%
KAM
1227
Knightsbridge Asset Management
California
$410K +$253K +1,456 +79%
CFG
1228
Chapman Financial Group
Hawaii
$410K -$33.7K -194 -6%
RGC
1229
Roberts, Glore & Co
Illinois
$408K +$570K +3,282 New
FPF
1230
First Pacific Financial
Washington
$408K +$36.1K +208 +7%
EFG
1231
Ethos Financial Group
Pennsylvania
$405K +$180K +1,037 +81%
LOWM
1232
Laurel Oak Wealth Management
New Jersey
$404K -$37.8K -218 -6%
MWM
1233
Modern Wealth Management
Kansas
$403K +$93.4K +538 +20%
BFA
1234
Beacon Financial Advisory
Ohio
$403K +$215K +1,236 +62%
RCAG
1235
Rehmann Capital Advisory Group
Michigan
$402K -$93.9K -541 -14%
SC
1236
Schiavi & Co
Delaware
$401K +$560K +3,224 New
SAG
1237
SageView Advisory Group
California
$399K +$15.5K +89 +3%
LWAM
1238
Legacy Wealth Asset Management
Minnesota
$398K +$6.77K +39 +1%
CIM
1239
Caldwell Investment Management
Ontario, Canada
$398K – – –
JC
1240
JM2 Capital
Oklahoma
$397K -$75.2K -433 -12%
HPM
1241
Hudson Portfolio Management
New York
$397K +$351K +2,020 +173%
SCA
1242
St. Clair Advisors
Ohio
$397K +$174K +1,000 +46%
SI
1243
Stephens Inc
Arkansas
$396K -$533K -3,069 -50%
AIM
1244
Acropolis Investment Management
Missouri
$395K -$197K -1,134 -26%
EWM
1245
Elevatus Welath Management
New York
$395K +$364K +2,099 +196%
VCM
1246
Vision Capital Management
Oregon
$394K -$6.08K -35 -1%
SWM
1247
Sendero Wealth Management
Texas
$391K +$322K +1,855 +144%
1IA
1248
1834 Investment Advisors
Wisconsin
$391K +$545K +3,140 New
CA
1249
Cullinan Associates
Kentucky
$390K +$110K +632 +25%
CPW
1250
Cove Private Wealth
New York
$389K +$7.64K +44 +1%
48 49
50
51 52