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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1276
AUA Capital Management
Pennsylvania
$403K +$64.8K +283 +19%
KPW
1277
Kore Private Wealth
New York
$403K +$118K +517 +41%
AFM
1278
Andesa Financial Management
Pennsylvania
$398K +$96.4K +421 +31%
GVAG
1279
Great Valley Advisor Group
Delaware
$396K +$8.25K +36 +2%
SIAS
1280
Shine Investment Advisory Services
Colorado
$395K – – –
RCG
1281
Rock Creek Group
District of Columbia
$395K +$51.5K +225 +15%
SCA
1282
Stonebridge Capital Advisors
Minnesota
$391K -$11.5K -50 -3%
DWM
1283
Darwin Wealth Management
Florida
$391K +$7.56K +33 +2%
SWM
1284
SeaCrest Wealth Management
New York
$391K +$30.7K +134 +8%
GD
1285
Grandfield & Dodd
New York
$390K -$1.83K -8 -0.5%
BHBT
1286
Burke & Herbert Bank & Trust
Virginia
$389K – – –
PHS
1287
Pekin Hardy Strauss
Illinois
$389K – – –
QCM
1288
Quest Capital Management
Texas
$386K -$72.6K -317 -16%
WA1
1289
Wimmer Associates 1
California
$386K – – –
GG
1290
Gleason Group
Kentucky
$386K +$1.37K +6 +0.4%
GA
1291
Geller Advisors
New York
$384K -$5.5K -24 -1%
XF
1292
XML Financial
Maryland
$384K +$4.58K +20 +1%
SCA
1293
Spearhead Capital Advisors
Florida
$383K +$388K +1,693 New
CWM
1294
Connecticut Wealth Management
Connecticut
$383K +$388K +1,696 New
FFM
1295
Fullerton Fund Management
Singapore
$382K +$387K +1,691 New
AWM
1296
Altavista Wealth Management
North Carolina
$381K +$136K +592 +54%
OPCM
1297
Osborne Partners Capital Management
California
$380K -$26.1K -114 -6%
PWM
1298
Perigon Wealth Management
California
$378K +$86.8K +379 +29%
CWP
1299
Capital Wealth Planning
Florida
$376K -$50.2K -219 -12%
CWC
1300
Carolinas Wealth Consulting
North Carolina
$375K +$237K +1,033 +165%
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