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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1526
Trellis Advisors
Washington
$469K -$291 -1 -0.1%
CWG
1527
Cornerstone Wealth Group
North Carolina
$468K +$11.6K +40 +3%
WCM
1528
Weik Capital Management
Pennsylvania
$467K – – –
BOH
1529
Bank of Hawaii
Hawaii
$467K -$4.07K -14 -0.9%
ECM
1530
Elgethun Capital Management
South Dakota
$467K – – –
SC
1531
SRB Corp
Massachusetts
$467K +$50.6K +174 +13%
CC
1532
Centiva Capital
New York
$464K +$437K +1,505 New
CW
1533
CIC Wealth
Maryland
$463K -$4.65K -16 -1%
ACM
1534
AUA Capital Management
Pennsylvania
$463K -$53.2K -183 -11%
RWI
1535
Red Wave Investments
Pennsylvania
$463K -$2.91K -10 -0.7%
WP
1536
WealthSource Partners
California
$460K -$152K -524 -26%
GWM
1537
Greenwich Wealth Management
Connecticut
$459K +$10.8K +37 +3%
GA
1538
Goldstein Advisors
Wisconsin
$458K +$872 +3 +0.2%
FNBOSM
1539
First National Bank of South Miami
Florida
$458K -$117K -403 -21%
CHP
1540
Cable Hill Partners
Oregon
$458K -$35.7K -123 -8%
HCP
1541
Hexagon Capital Partners
Arkansas
$457K -$4.36K -15 -1%
AA
1542
Apriem Advisors
California
$456K – – –
FBFS
1543
First Business Financial Services
Wisconsin
$455K – – –
QPW
1544
Quantum Private Wealth
Florida
$454K +$15.7K +54 +4%
BFA
1545
Beaumont Financial Advisors
Massachusetts
$454K +$10.2K +35 +2%
QC
1546
QCM Cayman
Texas
$452K +$425K +1,464 New
MC
1547
Merlin Capital
Rhode Island
$451K – – –
B
1548
Bellecapital
Switzerland
$451K – – –
PAG
1549
Paladin Advisory Group
Iowa
$451K – – –
GWM
1550
GoalFusion Wealth Management
Texas
$451K +$424K +1,460 New
60 61
62
63 64