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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
1276
KMG Fiduciary Partners
Ohio
$223K – – –
CST
1277
Charles Schwab Trust
Nevada
$223K +$228K +1,176 New
LJHT
1278
Laurie J. Hall Trustee
$221K -$29K -150 -12%
PC
1279
Port Capital
Illinois
$221K – – –
PFBT
1280
Parkside Financial Bank & Trust
Missouri
$220K +$581 +3 +0.3%
GLLW
1281
Graves Light Lenhart Wealth
Virginia
$220K +$2.52K +13 +1%
1WA
1282
180 Wealth Advisors
Washington
$220K +$29.2K +151 +15%
IFWM
1283
Institute for Wealth Management
Colorado
$219K -$77.4K -400 -26%
TWA
1284
TCI Wealth Advisors
Arizona
$219K -$18.6K -96 -8%
JA
1285
JOYN Advisors
Georgia
$219K +$220K +1,138 New
GWM
1286
GSB Wealth Management
Connecticut
$217K – – –
HKAM
1287
Horizon Kinetics Asset Management
New York
$217K – – –
KA
1288
KLCM Advisors
Wisconsin
$216K +$217K +1,122 New
WCWM
1289
Willow Creek Wealth Management
California
$215K – – –
GIA
1290
Gladstone Institutional Advisory
Florida
$215K +$217K +1,119 New
BOPW
1291
Brandywine Oak Private Wealth
Pennsylvania
$214K -$1.16K -6 -0.5%
WA
1292
Wealth Architects
California
$214K +$215K +1,113 New
YIA
1293
YHB Investment Advisors
Connecticut
$213K – – –
TNB
1294
Thomasville National Bank
Georgia
$212K -$5.03K -26 -2%
WPC
1295
White Pine Capital
Minnesota
$212K – – –
RGIA
1296
Rainier Group Investment Advisory
Washington
$212K +$214K +1,104 New
PAA
1297
Peregrine Asset Advisers
Oregon
$210K -$6K -31 -3%
SC
1298
Searle & Co
Connecticut
$210K – – –
RIA
1299
Regal Investment Advisors
Michigan
$210K +$211K +1,091 New
CWM
1300
CCG Wealth Management
California
$209K +$210K +1,087 New
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