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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
FFWA
1401
FRG Family Wealth Advisors
Washington
$356K – – –
PWA
1402
Providence Wealth Advisors
Illinois
$354K -$5.99K -25 -2%
KS
1403
Karpas Strategies
Connecticut
$353K – – –
AWA
1404
Aaron Wealth Advisors
Illinois
$352K +$323K +1,349 New
VBCG
1405
Valley Brook Capital Group
Pennsylvania
$352K +$324K +1,350 New
AAMA
1406
Advanced Asset Management Advisors
Ohio
$351K – – –
ZCA
1407
Zeke Capital Advisors
Pennsylvania
$350K -$400K -1,668 -55%
JFA
1408
JNBA Financial Advisors
Minnesota
$349K +$35.7K +149 +13%
FCA
1409
FinTrust Capital Advisors
South Carolina
$348K -$34.5K -144 -10%
AI
1410
Accredited Investors
Minnesota
$347K – – –
RIA
1411
Regal Investment Advisors
Michigan
$347K +$318K +1,327 New
D
1412
Diversified
Delaware
$347K +$368K +1,536 New
FMII
1413
Farmers & Merchants Investments Inc
Nebraska
$346K +$719 +3 +0.2%
BMO
1414
Beck Mack & Oliver
New York
$344K – – –
MPI
1415
Mairs & Power Inc
Minnesota
$342K – – –
CWG
1416
Cornerstone Wealth Group
North Carolina
$342K +$8.15K +34 +3%
CI
1417
CX Institutional
Indiana
$342K +$43.9K +183 +16%
AFM
1418
Andesa Financial Management
Pennsylvania
$341K -$110K -460 -26%
BA
1419
Ballast Advisors
Minnesota
$341K -$15.8K -66 -5%
AFAS
1420
Acorn Financial Advisory Services
Virginia
$341K – – –
OFG
1421
Oxford Financial Group
Indiana
$341K +$53.9K +225 +21%
DA
1422
Duality Advisers
Florida
$341K +$313K +1,305 New
PBO
1423
Peoples Bank (Ohio)
Ohio
$339K -$6.71K -28 -2%
CC
1424
Centiva Capital
New York
$339K +$311K +1,296 New
PP
1425
Patron Partners
Texas
$339K +$311K +1,298 New
55 56
57
58 59