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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
1276
OneDigital Investment Advisors
Kansas
$233K +$38.5K +200 +16%
FWCM
1277
Ferguson Wellman Capital Management
Oregon
$232K -$495K -2,568 -64%
AWM
1278
Altavista Wealth Management
North Carolina
$232K +$32.7K +170 +14%
CMO
1279
Covenant Multifamily Offices
Texas
$231K -$3.67M -19,038 -93%
PGA
1280
Portland Global Advisors
Maine
$231K -$36K -187 -12%
ATIA
1281
American Trust Investment Advisors
New Hampshire
$231K – – –
PWM
1282
Perigon Wealth Management
California
$230K +$249K +1,294 New
ZB
1283
Zions Bancorporation
Utah
$227K -$85.5K -444 -24%
OL
1284
Optas LLC
Texas
$227K +$268K +1,393 New
IWP
1285
Insight Wealth Partners
Texas
$226K – – –
TA
1286
Trellis Advisors
Washington
$224K -$24.5K -127 -8%
PWA
1287
Providence Wealth Advisors
Illinois
$223K – – –
FFWA
1288
FRG Family Wealth Advisors
Washington
$223K +$9.63K +50 +4%
RWM
1289
Ritholtz Wealth Management
New York
$223K +$263K +1,367 New
BCM
1290
Beck Capital Management
Texas
$222K – – –
AFAS
1291
Acorn Financial Advisory Services
Virginia
$221K +$261K +1,355 New
BL
1292
Balentine LLC
Georgia
$220K -$58K -301 -18%
AAMA
1293
Advanced Asset Management Advisors
Ohio
$220K – – –
KS
1294
Karpas Strategies
Connecticut
$220K – – –
WEC
1295
Winslow Evans & Crocker
Massachusetts
$220K +$35.8K +186 +16%
P
1296
Pitcairn
Pennsylvania
$219K -$42K -218 -14%
FM
1297
Family Management
New York
$219K -$11.9K -62 -4%
AI
1298
Accredited Investors
Minnesota
$219K – – –
WLPWM
1299
Walled Lake Planning & Wealth Management
Illinois
$218K – – –
AAS
1300
Annex Advisory Services
Wisconsin
$218K +$6.93K +36 +3%
50 51
52
53 54