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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1251
Argent Wealth Management
Massachusetts
$314K +$291K +1,491 New
PA
1252
Procyon Advisors
Connecticut
$313K +$290K +1,486 New
MC
1253
Middleton & Co
Massachusetts
$312K -$132K -675 -31%
WDL
1254
Well Done LLC
Michigan
$311K – – –
CFA
1255
Capstone Financial Advisors
Illinois
$310K – – –
SVWAG
1256
Sound View Wealth Advisors Group
Georgia
$310K +$40K +205 +16%
POIA
1257
Pin Oak Investment Advisors
Texas
$309K -$27.1K -139 -9%
HCM
1258
Hilton Capital Management
New York
$309K +$9.94K +51 +4%
ECAM
1259
East Coast Asset Management
Massachusetts
$301K – – –
PGIM
1260
Pacific Global Investment Management
California
$301K – – –
OFG
1261
OmniStar Financial Group
North Carolina
$300K -$88.7K -455 -24%
GHA
1262
GW Henssler & Associates
Georgia
$298K -$12.3K -63 -4%
ATIA
1263
American Trust Investment Advisors
New Hampshire
$298K – – –
RZH
1264
Relyea Zuckerberg Hanson
Connecticut
$298K +$275K +1,413 New
FM
1265
Family Management
New York
$295K +$26.1K +134 +11%
PWA
1266
Providence Wealth Advisors
Illinois
$293K – – –
CCM
1267
Colorado Capital Management
Colorado
$292K – – –
IWP
1268
Insight Wealth Partners
Texas
$292K +$270K +1,386 New
MFW
1269
Mosaic Family Wealth
Missouri
$290K -$122K -624 -31%
LS
1270
Leelyn Smith
Illinois
$289K +$269K +1,381 New
QCM
1271
Quest Capital Management
Texas
$288K -$13.4K -69 -5%
BCM
1272
Beck Capital Management
Texas
$286K – – –
GIP
1273
Greatmark Investment Partners
Georgia
$286K – – –
AG
1274
Algert Global
California
$285K – – –
KS
1275
Karpas Strategies
Connecticut
$284K – – –
49 50
51
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