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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1351
JGP Wealth Management
Oregon
$425K +$66.6K +278 +20%
FBFS
1352
First Business Financial Services
Wisconsin
$422K – – –
MA
1353
MJP Associates
Connecticut
$416K +$382K +1,592 New
CPO
1354
Cerity Partners OCIO
New York
$412K +$27.6K +115 +8%
B
1355
Bridgeworth
Alabama
$410K +$85.3K +356 +29%
STC
1356
Sarah T. Connolly
$410K +$376K +1,570 New
NB
1357
NBT Bank
New York
$409K – – –
IWA
1358
IVC Wealth Advisors
Pennsylvania
$409K +$375K +1,566 New
CMO
1359
Covenant Multifamily Offices
Texas
$408K – – –
AAP
1360
Arax Advisory Partners
Colorado
$404K +$10.8K +45 +3%
NAM
1361
NTV Asset Management
West Virginia
$403K – – –
RB
1362
Rodgers Brothers
Pennsylvania
$403K – – –
CRWM
1363
Castle Rock Wealth Management
California
$402K -$4.55K -19 -1%
SCC
1364
Steel Canyon Capital
Arizona
$401K -$2.59M -10,800 -88%
BMM
1365
Buffington Mohr McNeal
Idaho
$399K +$366K +1,528 New
VC
1366
Veracity Capital
Georgia
$397K -$479 -2 -0.1%
SLG
1367
Stanley-Laman Group
Pennsylvania
$396K -$373K -1,554 -51%
B
1368
Bellecapital
Switzerland
$395K +$362K +1,511 New
CWM
1369
Connecticut Wealth Management
Connecticut
$393K -$45.5K -190 -11%
PWS
1370
Precision Wealth Strategies
Missouri
$392K +$360K +1,502 New
CT
1371
Chicago Trust
Illinois
$391K +$3.12K +13 +0.9%
SFG
1372
SNS Financial Group
Minnesota
$391K +$48.2K +201 +16%
MOS
1373
MGO One Seven
Ohio
$389K +$19.7K +82 +6%
RWI
1374
Red Wave Investments
Pennsylvania
$389K +$357K +1,489 New
TA
1375
Trellis Advisors
Washington
$388K +$2.4K +10 +0.7%
53 54
55
56 57