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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
WSWA
1476
Warren Street Wealth Advisors
California
$724K +$732K +2,388 New
FSA
1477
Franklin Street Advisors
North Carolina
$723K -$27.8M -90,905 -97%
3IP
1478
3Chopt Investment Partners
Virginia
$717K +$724K +2,363 New
EWM
1479
Evermay Wealth Management
Virginia
$713K -$147K -480 -17%
TF
1480
Trek Financial
Arizona
$712K +$170K +554 +31%
NCM
1481
NCM Capital Management
New Jersey
$711K – – –
ALAM
1482
Asahi Life Asset Management
Japan
$711K +$305K +995 +74%
SFS
1483
Security Financial Services
Indiana
$709K +$9.19K +30 +1%
NSAM
1484
North Star Asset Management
Wisconsin
$706K -$30.6K -100 -4%
SIG
1485
Spinnaker Investment Group
California
$701K +$4.59K +15 +0.7%
FFM
1486
Fullerton Fund Management
Singapore
$701K +$128K +419 +22%
DCM
1487
DGS Capital Management
New Jersey
$700K -$201K -657 -22%
FWA
1488
FSM Wealth Advisors
Ohio
$699K +$6.74K +22 +1%
GEA
1489
Glen Eagle Advisors
New Jersey
$699K +$239K +781 +51%
RSWM
1490
Robertson Stephens Wealth Management
California
$699K -$28.2K -92 -4%
TC
1491
TradeLink Capital
Illinois
$698K +$705K +2,300 New
CWG
1492
Cornerstone Wealth Group
North Carolina
$694K +$121K +396 +21%
GL
1493
Gerber LLC
Ohio
$694K – – –
CG
1494
Clifford Group
Massachusetts
$694K +$57.9K +189 +9%
AIM
1495
Alhambra Investment Management
Florida
$691K -$9.19K -30 -1%
CWC
1496
Carolinas Wealth Consulting
North Carolina
$687K -$164K -536 -19%
IFG
1497
Independent Financial Group
California
$687K +$238K +776 +52%
HBT
1498
Hills Bank & Trust
Iowa
$685K -$10.1K -33 -1%
WWP
1499
WR Wealth Planners
Missouri
$685K +$18.4K +60 +3%
EWM
1500
EPG Wealth Management
Georgia
$685K -$639K -2,085 Closed
58 59
60
61 62