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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
JSC
1501
Jackson Square Capital
California
$38K +$34.9K +179 New
WAP
1502
Wealthcare Advisory Partners
Pennsylvania
$37K – – –
VEA
1503
Virtus ETF Advisers
New York
$37K +$34.5K +177 New
VNA
1504
Valley National Advisers
Pennsylvania
$35K +$2.73K +14 +9%
FWM
1505
FSA Wealth Management
Massachusetts
$34K +$31.2K +160 New
SIA
1506
SeaBridge Investment Advisors
New Jersey
$33K – – –
MA
1507
MCF Advisors
Kentucky
$32K – – –
MSFP
1508
Mark Sheptoff Financial Planning
Connecticut
$32K +$19.5K +100 +200%
ICM
1509
Islay Capital Management
Texas
$31K +$28.3K +145 New
LWA
1510
Lenox Wealth Advisors
New York
$30K +$1.75K +9 +7%
BWM
1511
BerganKDV Wealth Management
Minnesota
$30K +$16.2K +83 +136%
KC
1512
Knuff & Co
California
$29K – – –
OAJ
1513
Ogorek Anthony Joseph
New York
$29K – – –
OSNBOA
1514
Old Second National Bank of Aurora
Illinois
$29K +$27.3K +140 New
ETC
1515
Exchange Traded Concepts
Oklahoma
$28K +$25.9K +133 New
SWA
1516
Sutton Wealth Advisors
Florida
$27.6K – – –
CCM
1517
Cribstone Capital Management
Maine
$27K -$123K -630 -83%
AS
1518
Altshuler Shaham
Israel
$27K -$195 -1 -0.8%
DAM
1519
Delta Asset Management
Tennessee
$27K – – –
PFGIA
1520
Patriot Financial Group Insurance Agency
Massachusetts
$26K -$2.14K -11 -8%
ARMC
1521
American Research & Management Company
Massachusetts
$26K – – –
MF
1522
Manchester Financial
California
$26K +$24.2K +124 New
TCWM
1523
Total Clarity Wealth Management
Illinois
$26K +$24.4K +125 New
LWA
1524
Lowe Wealth Advisors
Maryland
$25K – – –
FCA
1525
FinTrust Capital Advisors
South Carolina
$25K +$4.48K +23 +23%
59 60
61
62 63