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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1251
Middleton & Co
Massachusetts
$312K -$132K -675 -31%
WDL
1252
Well Done LLC
Michigan
$311K – – –
CFA
1253
Capstone Financial Advisors
Illinois
$310K – – –
SVWAG
1254
Sound View Wealth Advisors Group
Georgia
$310K +$40K +205 +16%
POIA
1255
Pin Oak Investment Advisors
Texas
$309K -$27.1K -139 -9%
HCM
1256
Hilton Capital Management
New York
$309K +$9.94K +51 +4%
ECAM
1257
East Coast Asset Management
Massachusetts
$301K – – –
PGIM
1258
Pacific Global Investment Management
California
$301K – – –
OFG
1259
OmniStar Financial Group
North Carolina
$300K -$88.7K -455 -24%
GHA
1260
GW Henssler & Associates
Georgia
$298K -$12.3K -63 -4%
ATIA
1261
American Trust Investment Advisors
New Hampshire
$298K – – –
RZH
1262
Relyea Zuckerberg Hanson
Connecticut
$298K +$275K +1,413 New
FM
1263
Family Management
New York
$295K +$26.1K +134 +11%
PWA
1264
Providence Wealth Advisors
Illinois
$293K – – –
CCM
1265
Colorado Capital Management
Colorado
$292K – – –
IWP
1266
Insight Wealth Partners
Texas
$292K +$270K +1,386 New
MFW
1267
Mosaic Family Wealth
Missouri
$290K -$122K -624 -31%
QCM
1268
Quest Capital Management
Texas
$288K -$13.4K -69 -5%
BCM
1269
Beck Capital Management
Texas
$286K – – –
GIP
1270
Greatmark Investment Partners
Georgia
$286K – – –
AG
1271
Algert Global
California
$285K – – –
KS
1272
Karpas Strategies
Connecticut
$284K – – –
AAMA
1273
Advanced Asset Management Advisors
Ohio
$283K -$21.4K -110 -8%
AI
1274
Accredited Investors
Minnesota
$283K – – –
KPW
1275
Kore Private Wealth
New York
$283K +$31.6K +162 +14%
49 50
51
52 53