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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
BSB
1376
Bangor Savings Bank
Maine
$247K +$218K +1,151 New
IFG
1377
Independent Financial Group
California
$246K +$217K +1,147 New
SNT
1378
Security National Trust
West Virginia
$246K +$88.9K +470 +70%
CRWM
1379
Castle Rock Wealth Management
California
$246K +$205K +1,085 New
CA
1380
Calton & Associates
Florida
$245K -$27.6K -146 -11%
WSTAM
1381
Wilbanks Smith & Thomas Asset Management
Virginia
$243K +$214K +1,130 New
GWM
1382
GSB Wealth Management
Connecticut
$242K +$214K +1,129 New
LS
1383
Leelyn Smith
Illinois
$241K -$14.6K -77 -6%
BFC
1384
Bedel Financial Consulting
Indiana
$239K -$757 -4 -0.4%
WCWM
1385
Willow Creek Wealth Management
California
$239K +$211K +1,114 New
IC
1386
Intersect Capital
California
$238K +$209K +1,107 New
JIC
1387
Joel Isaacson & Co
New York
$238K +$210K +1,109 New
DA
1388
Duality Advisers
Florida
$236K +$208K +1,101 New
CT
1389
Chicago Trust
Illinois
$235K -$85.1K -450 -29%
AWM
1390
Altavista Wealth Management
North Carolina
$235K -$61.5K -325 -23%
TFF
1391
The Family Firm
Maryland
$235K +$207K +1,092 New
EGA
1392
E&G Advisors
Texas
$234K +$206K +1,088 New
MGWM
1393
Marks Group Wealth Management
Minnesota
$234K +$206K +1,089 New
YIA
1394
YHB Investment Advisors
Connecticut
$234K +$206K +1,090 New
SCA
1395
Sage Capital Advisors
South Dakota
$234K +$206K +1,091 New
FC
1396
FORA Capital
Florida
$233K -$270K -1,426 -57%
TI
1397
Truehand Inc
New Hampshire
$233K – – –
OFG
1398
Oxford Financial Group
Indiana
$232K -$32K -169 -14%
KA
1399
KLCM Advisors
Wisconsin
$231K +$204K +1,077 New
CF
1400
Copperwynd Financial
Arizona
$230K +$202K +1,069 New
54 55
56
57 58