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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
SHA
1301
Seneca House Advisors
Virginia
$993K +$347K +953 +66%
IFWM
1302
Institute for Wealth Management
Colorado
$983K +$39.4K +108 +5%
IC
1303
Intersect Capital
California
$983K +$116K +318 +15%
BS
1304
Banco Santander
Spain
$982K +$864K +2,370 New
DJSG
1305
D.J. St. Germain
Massachusetts
$978K -$8.38K -23 -1%
RA
1306
RFG Advisory
Alabama
$977K -$89.7K -246 -9%
CFA
1307
CWS Financial Advisors
Michigan
$976K +$858K +2,355 New
PIG
1308
Pantheon Investment Group
California
$973K -$45.2K -124 -5%
PWAG
1309
Polaris Wealth Advisory Group
California
$970K -$9.48K -26 -1%
RTS
1310
Round Table Services
New Jersey
$970K +$102K +279 +14%
WPC
1311
Wedmont Private Capital
Pennsylvania
$969K +$977K +2,682 New
SWA
1312
SFMG Wealth Advisors
Texas
$967K -$18.6K -51 -2%
LF
1313
Lantz Financial
Illinois
$961K +$2.92K +8 +0.3%
DPI
1314
Diversified Portfolios Inc
Michigan
$960K -$7.65K -21 -0.9%
CIC
1315
Chilton Investment Company
Connecticut
$956K +$162K +445 +24%
SF
1316
Symphony Financial
Texas
$953K +$315K +863 +58%
CP
1317
Camelot Portfolios
Ohio
$951K -$130K -357 -13%
MWA
1318
Meridian Wealth Advisors
Texas
$950K +$221K +607 +36%
SAM
1319
Seelaus Asset Management
New Jersey
$948K -$78.4K -215 -9%
TAM
1320
Taurus Asset Management
New York
$947K – – –
CGA
1321
Crescent Grove Advisors
Illinois
$947K +$37.5K +103 +5%
TSW
1322
Thompson Siegel & Walmsley
Virginia
$937K -$72.2K -198 -8%
KC
1323
Kingfisher Capital
North Carolina
$935K +$1.46K +4 +0.2%
TSS
1324
Two Sigma Securities
New York
$931K +$577K +1,583 +239%
BW
1325
Bison Wealth
Georgia
$923K -$132K -362 -14%
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