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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
HPM
1501
Hoxton Planning & Management
West Virginia
$223K +$312K +1,795 New
HCM
1502
HMS Capital Management
Tennessee
$222K +$521 +3 +0.2%
WCP
1503
Wick Capital Partners
Pennsylvania
$221K +$309K +1,779 New
4WM
1504
49 Wealth Management
Texas
$221K +$308K +1,773 New
A
1505
Alongside
Texas
$221K +$308K +1,773 New
AWM
1506
Arista Wealth Management
Nevada
$221K +$308K +1,772 New
AWAP
1507
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$220K +$307K +1,768 New
BW
1508
Blalock Williams
Alabama
$220K +$36.3K +209 +13%
KSB
1509
Kennebec Savings Bank
Maine
$220K +$269K +1,547 +710%
SL
1510
Summitry LLC
California
$219K +$306K +1,763 New
GAM
1511
Gould Asset Management
California
$219K -$16.5K -95 -5%
BOM
1512
Bank of Marin
California
$218K – – –
JSAM
1513
J. Safra Asset Management
New York
$218K -$3.13K -18 -1%
LWM
1514
LeConte Wealth Management
Tennessee
$217K -$53.1K -306 -15%
CAI
1515
Capital Advisors Inc
Oklahoma
$216K -$31.1M -178,939 -99%
LI
1516
LMCG Investments
Massachusetts
$216K -$347 -2 -0.1%
WB
1517
Webster Bank
Connecticut
$215K -$1.38M -7,975 -82%
EWM
1518
Evermay Wealth Management
Virginia
$215K -$6.94K -40 -2%
PAMG
1519
Patton Albertson Miller Group
Tennessee
$215K – – –
DC
1520
DeDora Capital
California
$215K -$167K -961 -36%
AP
1521
Appleton Partners
Massachusetts
$214K -$3.47K -20 -1%
BHC
1522
Bowen Hanes & Co
Florida
$213K – – –
CIS
1523
Capital International Sarl
California
$213K -$1.75M -10,090 -86%
AAG
1524
Asset Advisory Group
New Jersey
$213K – – –
PNFS
1525
PW Nova Financial Services
Pennsylvania
$210K -$9.38K -54 -3%
59 60
61
62 63