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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1526
One Capital Management
California
$238K +$218K +911 New
CCM
1527
Colorado Capital Management
Colorado
$237K – – –
SFG
1528
Summit Financial Group
West Virginia
$237K – – –
SCM
1529
Southport Capital Management
Tennessee
$237K +$1.2K +5 +0.6%
MFG
1530
Menard Financial Group
Texas
$237K +$217K +906 New
CCIA
1531
Campbell & Co Investment Adviser
Maryland
$237K +$217K +907 New
CFA
1532
Cahill Financial Advisors
Minnesota
$236K +$216K +902 New
SPC
1533
Stewart & Patten Company
California
$235K -$36K -150 -14%
HKAM
1534
Horizon Kinetics Asset Management
New York
$234K -$14.4K -60 -6%
YIA
1535
YHB Investment Advisors
Connecticut
$234K +$215K +897 New
MS
1536
Maven Securities
Jersey
$232K +$213K +890 New
QPWM
1537
Quadrant Private Wealth Management
Pennsylvania
$231K -$11K -46 -5%
MBTD
1538
Mechanics Bank - Trust Department
California
$231K +$212K +884 New
DTC
1539
Davidson Trust Company
Washington
$231K +$214K +891 New
KTC
1540
Kistler-Tiffany Companies
Pennsylvania
$230K +$16.8K +70 +9%
WA
1541
Wealth Architects
California
$230K +$211K +882 New
ECM
1542
Elgethun Capital Management
South Dakota
$229K – – –
CFFP
1543
Center for Financial Planning
Michigan
$227K – – –
NG
1544
Northstar Group
New York
$227K +$208K +868 New
PAA
1545
Peregrine Asset Advisers
Oregon
$227K +$209K +870 New
CAGAS
1546
Capital Advisory Group Advisory Services
Minnesota
$226K -$1.92K -8 -0.9%
FWM
1547
Fairhaven Wealth Management
Illinois
$224K +$205K +857 New
PWP
1548
Principle Wealth Partners
Connecticut
$224K +$205K +857 New
FTC
1549
Farmers Trust Company
Ohio
$223K +$204K +852 New
GWSG
1550
GPS Wealth Strategies Group
Colorado
$223K +$204K +853 New
60 61
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63 64