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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
KAM
1401
Knightsbridge Asset Management
California
$541K +$282K +939 +93%
SDWMA
1402
Schneider Downs Wealth Management Advisors
Pennsylvania
$540K – – –
UAML
1403
US Asset Management LLC
Pennsylvania
$538K – – –
RZH
1404
Relyea Zuckerberg Hanson
Connecticut
$536K +$30.9K +103 +6%
SB
1405
Strategic Blueprint
Georgia
$535K -$13.8K -46 -2%
SB
1406
Sunflower Bank
Texas
$534K -$142K -471 -20%
CBTWT
1407
Community Bank & Trust (Waco, Texas)
Texas
$530K – – –
RT
1408
Rockland Trust
Massachusetts
$528K -$95.9K -319 -14%
WMC
1409
Westwood Management Corporation
Illinois
$528K – – –
OWP
1410
Obermeyer Wealth Partners
Colorado
$527K – – –
CBFP
1411
Cedar Brook Financial Partners
Ohio
$525K +$385K +1,280 +209%
PTP
1412
Platform Technology Partners
New York
$523K – – –
TFS
1413
Thoroughbred Financial Services
Tennessee
$523K +$601 +2 +0.1%
AWA
1414
Arkadios Wealth Advisors
Georgia
$522K -$22.8K -76 -4%
FBFS
1415
First Business Financial Services
Wisconsin
$520K – – –
LC
1416
Lindbrook Capital
California
$519K -$34.3K -114 -6%
MA
1417
MJP Associates
Connecticut
$519K -$4.51K -15 -0.8%
PCP
1418
Proficio Capital Partners
Massachusetts
$515K +$43.3K +144 +8%
OFG
1419
Omega Financial Group
California
$514K -$3K -10 -0.5%
GWANC
1420
Guardian Wealth Advisors (North Carolina)
North Carolina
$511K -$587K -1,955 -51%
SIM
1421
Studio Investment Management
Illinois
$511K +$10.5K +35 +2%
SFS
1422
Security Financial Services
Indiana
$509K -$12K -40 -2%
MIM
1423
Miller Investment Management
Pennsylvania
$509K – – –
1W
1424
1776 Wealth
Georgia
$508K -$21K -70 -4%
BCMO
1425
Buckingham Capital Management (Ohio)
Ohio
$506K -$15K -50 -3%
55 56
57
58 59