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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
1251
D.J. St. Germain
Massachusetts
$702K – – –
HC
1252
Hourglass Capital
Texas
$702K – – –
CCA
1253
Cobblestone Capital Advisors
New York
$696K – – –
PWAG
1254
Polaris Wealth Advisory Group
California
$696K +$12.3K +43 +2%
TAM
1255
Taurus Asset Management
New York
$691K +$107K +375 +19%
DPI
1256
Diversified Portfolios Inc
Michigan
$689K +$217K +758 +48%
OL
1257
Optas LLC
Texas
$686K +$5.73K +20 +0.9%
BIAS
1258
Beacon Investment Advisory Services
New Jersey
$686K +$30.9K +108 +5%
1W
1259
1776 Wealth
Georgia
$684K – – –
IWA
1260
Intercontinental Wealth Advisors
Texas
$682K +$132K +461 +25%
CMANY
1261
Capital Management Associates (New York)
New York
$678K – – –
HPWM
1262
Highland Private Wealth Management
Washington
$677K +$6.59K +23 +1%
TFA
1263
Toth Financial Advisory
Virginia
$674K -$1.15K -4 -0.2%
CFA
1264
CWS Financial Advisors
Michigan
$672K -$573 -2 -0.1%
MG
1265
Mather Group
Illinois
$672K +$3.15K +11 +0.5%
TPM
1266
Triasima Portfolio Management
Quebec, Canada
$671K – – –
LG
1267
Leuthold Group
Minnesota
$669K -$17.5K -61 -3%
AFP
1268
Ausdal Financial Partners
Iowa
$669K -$859 -3 -0.1%
SWA
1269
SFMG Wealth Advisors
Texas
$669K +$12.3K +43 +2%
WAP
1270
Wealthcare Advisory Partners
Pennsylvania
$668K +$18.9K +66 +3%
IFWM
1271
Institute for Wealth Management
Colorado
$668K +$23.8K +83 +4%
EFSCE
1272
Enterprise Financial Services Corp (EFSC)
Missouri
$664K -$51K -178 -7%
FA
1273
Fountainhead AM
New Jersey
$664K – – –
AIC
1274
Ameritas Investment Company
Nebraska
$663K -$819K -2,862 -66%
KC
1275
Kingfisher Capital
North Carolina
$662K +$1.43K +5 +0.2%
49 50
51
52 53