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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1501
Pathway Financial Advisers
Indiana
$673K +$96.2K +316 +16%
SSWG
1502
Seven Springs Wealth Group
Tennessee
$673K – – –
PWA
1503
Provenance Wealth Advisors
Florida
$673K +$76.1K +250 +13%
KWM
1504
Kiker Wealth Management
Georgia
$671K -$3.35K -11 -0.5%
WFI
1505
West Family Investments
California
$670K +$101K +333 +17%
BC
1506
Bayforest Capital
United Kingdom
$665K +$678K +2,226 New
NFC
1507
Northeast Financial Consultants
Connecticut
$662K – – –
BTWM
1508
Baker Tilly Wealth Management
Wisconsin
$660K +$145K +475 +27%
BWM
1509
BankPlus Wealth Management
Mississippi
$660K +$30.2K +99 +5%
WSWA
1510
Warren Street Wealth Advisors
California
$658K -$24.4K -80 -4%
JIC
1511
Joel Isaacson & Co
New York
$652K +$38.1K +125 +6%
KAM
1512
Knightsbridge Asset Management
California
$651K +$94.7K +311 +17%
EW
1513
Elyxium Wealth
California
$651K -$13.1K -43 -2%
VC
1514
Veracity Capital
Georgia
$650K +$8.53K +28 +1%
OFS
1515
Orrstown Financial Services
Pennsylvania
$648K +$109K +359 +20%
CPWA
1516
Cerro Pacific Wealth Advisors
California
$645K -$250K -822 -28%
NAS
1517
Nicolet Advisory Services
Wisconsin
$644K +$77.4K +254 +11%
AP
1518
Appleton Partners
Massachusetts
$643K -$58.8K -193 -8%
ARMT
1519
Amica Retiree Medical Trust
Rhode Island
$643K – – –
SWA
1520
SFMG Wealth Advisors
Texas
$641K -$11.6K -38 -2%
MGAM
1521
McGowan Group Asset Management
Texas
$639K – – –
CUAMC
1522
China Universal Asset Management Company
China
$639K -$408K -1,339 -39%
ZCI
1523
Zevenbergen Capital Investments
Washington
$638K +$35K +115 +6%
DTC
1524
Davidson Trust Company
Washington
$637K -$7.61K -25 -1%
EWM
1525
Evermay Wealth Management
Virginia
$635K +$4.57K +15 +0.7%
59 60
61
62 63