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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1226
Lincoln Capital
Nebraska
$880K +$23.4K +86 +3%
PI
1227
PFG Investments
New York
$878K +$838K +3,073 New
IWM
1228
Iams Wealth Management
Nebraska
$877K +$303K +1,112 +56%
SFG
1229
SevenBridge Financial Group
Pennsylvania
$877K – – –
LCWP
1230
Legacy Capital Wealth Partners
Arkansas
$875K +$834K +3,060 New
EWM
1231
Evermay Wealth Management
Virginia
$874K +$34.6K +127 +4%
AA
1232
Addison Advisors
Vermont
$872K +$19.9K +73 +2%
CIM
1233
CIM Investment Management
Pennsylvania
$870K +$40.1K +147 +5%
SFS
1234
Sowell Financial Services
Arkansas
$870K +$829K +3,042 New
VIM
1235
VELA Investment Management
Ohio
$869K +$1.36K +5 +0.2%
HCP
1236
Holt Capital Partners
Texas
$868K – – –
FC
1237
FORA Capital
Florida
$868K +$548K +2,010 +196%
CCWM
1238
Cassaday & Co Wealth Management
Virginia
$864K +$4.09K +15 +0.5%
ERIM
1239
Eagle Ridge Investment Management
Connecticut
$860K – – –
XF
1240
XML Financial
Maryland
$859K +$166K +608 +25%
FCP
1241
Fidelis Capital Partners
Florida
$856K +$566K +2,075 +181%
EGM
1242
Engineers Gate Manager
New York
$852K -$5.97M -21,907 -88%
AL
1243
Aspiriant LLC
California
$851K +$18.8K +69 +2%
PAM
1244
Peak Asset Management
Colorado
$850K – – –
SIA
1245
Strategic Investment Advisors
Michigan
$849K -$7.63K -28 -0.9%
IP
1246
Intellectus Partners
California
$847K -$4.63K -17 -0.6%
PB
1247
Pinnacle Bancorp
Nebraska
$843K – – –
GFG
1248
Goldstone Financial Group
Illinois
$841K +$802K +2,942 New
AFAS
1249
Acorn Financial Advisory Services
Virginia
$839K +$413K +1,515 +107%
OC
1250
Oarsman Capital
Wisconsin
$837K -$19.1K -70 -2%
48 49
50
51 52