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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1226
Court Place Advisors
Maryland
$842K +$21K +70 +2%
RSWM
1227
Robertson Stephens Wealth Management
California
$841K -$40.9K -136 -4%
KWM
1228
Kolinsky Wealth Management
New Jersey
$837K -$14.4K -48 -2%
GAMA
1229
Graticule Asia Macro Advisors
New York
$837K +$325K +1,083 +56%
ERIM
1230
Eagle Ridge Investment Management
Connecticut
$836K – – –
IP
1231
Intellectus Partners
California
$835K +$22.8K +76 +3%
PB
1232
Pinnacle Bancorp
Nebraska
$828K -$38.2K -127 -4%
MOS
1233
MGO One Seven
Ohio
$827K -$88.6K -295 -9%
CIM
1234
CIM Investment Management
Pennsylvania
$827K -$4.81K -16 -0.5%
IGWM
1235
ICA Group Wealth Management
Colorado
$825K +$28.8K +96 +4%
PCA
1236
Personal Capital Advisors
California
$824K -$91.6K -305 -9%
RWA
1237
Ropes Wealth Advisors
Massachusetts
$823K -$58.6K -195 -6%
LSPW
1238
Lake Street Private Wealth
Illinois
$821K -$68.2K -227 -7%
BFA
1239
Beaumont Financial Advisors
Massachusetts
$818K -$132K -439 -13%
PAM
1240
Peak Asset Management
Colorado
$818K – – –
AL
1241
Aspiriant LLC
California
$816K -$4.51K -15 -0.5%
HCM
1242
HMS Capital Management
Tennessee
$813K +$70.3K +234 +9%
LWA
1243
LWS Wealth Advisors
New Jersey
$810K – – –
WP
1244
WealthSource Partners
California
$809K -$164K -546 -16%
FHA
1245
Flagship Harbor Advisors
Massachusetts
$807K -$1.2K -4 -0.1%
IUHSA
1246
Itau Unibanco Holding S.A.
Brazil
$805K -$1.05M -3,502 -55%
BWA
1247
BDO Wealth Advisors
Florida
$804K -$12.9K -43 -1%
SPWM
1248
Schrum Private Wealth Management
Florida
$804K -$11.4K -38 -1%
JWM
1249
Janiczek Wealth Management
Colorado
$801K +$52.3K +174 +7%
PT
1250
Plimoth Trust
Massachusetts
$800K +$867K +2,884 New
48 49
50
51 52