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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1501
SSI Investment Management
California
$369K – – –
1WA
1502
180 Wealth Advisors
Washington
$366K +$1.3K +4 +0.4%
RWB
1503
RMR Wealth Builders
New Jersey
$365K – – –
BCM
1504
Buckhead Capital Management
Georgia
$363K -$32.5K -100 -8%
DI
1505
DFPG Investments
Utah
$362K +$15.9K +49 +5%
CG
1506
Clarus Group
Texas
$359K – – –
RBC
1507
Roble Belko & Company
Pennsylvania
$358K -$84.9K -261 -19%
TFF
1508
The Family Firm
Maryland
$357K -$13.3K -41 -4%
PGA
1509
Portland Global Advisors
Maine
$357K – – –
BFC
1510
Bedel Financial Consulting
Indiana
$356K – – –
SWM
1511
Soundmark Wealth Management
Washington
$352K -$27.6K -85 -7%
SEEDPG
1512
S.E.E.D. Planning Group
New York
$352K +$22.8K +70 +7%
RQS
1513
Ramsey Quantitative Systems
Kentucky
$352K +$358K +1,100 New
CG
1514
Cutler Group
California
$351K +$358K +1,100 New
PP
1515
PDS Planning
Ohio
$350K -$31.9K -98 -8%
PTC
1516
Philadelphia Trust Company
Pennsylvania
$350K – – –
RCG
1517
Rock Creek Group
District of Columbia
$347K -$200K -615 -36%
AWC
1518
Abundance Wealth Counselors
Pennsylvania
$347K -$15.6K -48 -4%
OFG
1519
Oxford Financial Group
Indiana
$346K -$73.2K -225 -17%
QCM
1520
Quest Capital Management
Texas
$346K -$651 -2 -0.2%
CWS
1521
Cypress Wealth Services
California
$345K -$31.2K -96 -8%
MW
1522
Marcum Wealth
Ohio
$345K +$62.1K +191 +22%
QCIG
1523
Quad-Cities Investment Group
Iowa
$342K – – –
EH
1524
Equitable Holdings
New York
$342K +$348K +1,070 New
NWA
1525
New World Advisors
Massachusetts
$341K +$314K +965 New
59 60
61
62 63