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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1551
Elmwood Wealth Management
California
$593K +$599K +1,956 New
FWM
1552
Forza Wealth Management
Florida
$592K -$12.3K -40 -2%
SCA
1553
St. Clair Advisors
Ohio
$592K – – –
CH
1554
Cromwell Holdings
Wyoming
$590K +$595K +1,943 New
LT
1555
Legacy Trust
Michigan
$589K -$12.9K -42 -2%
SIC
1556
Sigma Investment Counselors
Michigan
$589K -$2.62M -8,546 -81%
ONST
1557
Old North State Trust
North Carolina
$589K +$17.5K +57 +3%
JWM
1558
Janiczek Wealth Management
Colorado
$589K -$159K -518 -21%
CP
1559
Castleview Partners
Texas
$586K +$12.3K +40 +2%
KWA
1560
Kingswood Wealth Advisors
California
$583K -$473K -1,543 -45%
HI
1561
Human Investing
Oregon
$581K -$54.2K -177 -8%
ZCI
1562
Zevenbergen Capital Investments
Washington
$579K -$6.34M -20,700 -92%
PFA
1563
Pure Financial Advisors
California
$576K -$54.8K -179 -9%
NRC
1564
New Republic Capital
North Carolina
$576K +$84.5K +276 +17%
WAG
1565
Winthrop Advisory Group
Massachusetts
$573K +$6.13K +20 +1%
AIA
1566
Armor Investment Advisors
North Carolina
$570K -$278K -907 -33%
LB
1567
Legacy Bridge
Iowa
$568K -$4.59K -15 -0.8%
MSAM
1568
Moloney Securities Asset Management
Missouri
$567K +$6.74K +22 +1%
BAM
1569
Blueshift Asset Management
New Jersey
$566K +$572K +1,867 New
CFMC
1570
Curbstone Financial Management Corp
New Hampshire
$564K – – –
KAM
1571
Knightsbridge Asset Management
California
$564K -$155K -506 -21%
LSPW
1572
Lake Street Private Wealth
Illinois
$563K -$76.9K -251 -12%
RVPG
1573
Relative Value Partners Group
$563K +$371K +1,210 +187%
TPWA
1574
TRUE Private Wealth Advisors
Oregon
$561K +$71.7K +234 +14%
KCM
1575
KRS Capital Management
Michigan
$560K -$9.19K -30 -2%
61 62
63
64 65