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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
BIAS
1251
Beacon Investment Advisory Services
New Jersey
$686K +$30.9K +108 +5%
1W
1252
1776 Wealth
Georgia
$684K – – –
IWA
1253
Intercontinental Wealth Advisors
Texas
$682K +$132K +461 +25%
CMANY
1254
Capital Management Associates (New York)
New York
$678K – – –
HPWM
1255
Highland Private Wealth Management
Washington
$677K +$6.59K +23 +1%
TFA
1256
Toth Financial Advisory
Virginia
$674K -$1.15K -4 -0.2%
CFA
1257
CWS Financial Advisors
Michigan
$672K -$573 -2 -0.1%
MG
1258
Mather Group
Illinois
$672K +$3.15K +11 +0.5%
TPM
1259
Triasima Portfolio Management
Quebec, Canada
$671K – – –
LG
1260
Leuthold Group
Minnesota
$669K -$17.5K -61 -3%
AFP
1261
Ausdal Financial Partners
Iowa
$669K -$859 -3 -0.1%
SWA
1262
SFMG Wealth Advisors
Texas
$669K +$12.3K +43 +2%
WAP
1263
Wealthcare Advisory Partners
Pennsylvania
$668K +$18.9K +66 +3%
IFWM
1264
Institute for Wealth Management
Colorado
$668K +$23.8K +83 +4%
EFSCE
1265
Enterprise Financial Services Corp (EFSC)
Missouri
$664K -$51K -178 -7%
FA
1266
Fountainhead AM
New Jersey
$664K – – –
AIC
1267
Ameritas Investment Company
Nebraska
$663K -$819K -2,862 -66%
KC
1268
Kingfisher Capital
North Carolina
$662K +$1.43K +5 +0.2%
OPCM
1269
Osborne Partners Capital Management
California
$661K -$66.1K -231 -9%
BBA
1270
Braun-Bostich & Associates
Pennsylvania
$661K +$573 +2 +0.1%
EFS
1271
Essex Financial Services
Connecticut
$656K – – –
IDA
1272
Intelligence Driven Advisers
California
$655K – – –
NCM
1273
Northside Capital Management
Oregon
$650K -$249K -871 -28%
PTP
1274
Platform Technology Partners
New York
$650K +$631K +2,205 New
WSTAM
1275
Wilbanks Smith & Thomas Asset Management
Virginia
$647K +$101K +353 +19%
49 50
51
52 53