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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1576
Alta Capital Management
Utah
$409K +$77.6K +230 +23%
PP
1577
Patron Partners
Texas
$409K +$128K +379 +45%
IPW
1578
IronBridge Private Wealth
Texas
$406K -$3.67M -10,878 -90%
TA
1579
TrueWealth Advisors
Alabama
$405K – – –
WCWM
1580
Willow Creek Wealth Management
California
$403K – – –
PJSIMP
1581
P.J. Schmidt Investment Management (PJS)
Wisconsin
$403K +$193K +573 +75%
CG
1582
Clarus Group
Texas
$402K +$24.3K +72 +6%
CFC
1583
Coyle Financial Counsel
Illinois
$402K +$402K +1,192 New
CWM
1584
CCG Wealth Management
California
$401K +$141K +418 +54%
SAM
1585
Strategy Asset Managers
California
$400K +$400K +1,185 New
C
1586
CEDRUS
Colorado
$400K +$41.1K +122 +11%
SHFA
1587
SC&H Financial Advisors
Maryland
$398K -$116K -345 -23%
PBO
1588
Peoples Bank (Ohio)
Ohio
$398K -$42.2K -125 -10%
SPI
1589
Santori & Peters Inc
Pennsylvania
$396K – – –
EA
1590
Emerald Advisers
Pennsylvania
$396K +$396K +1,173 New
SCA
1591
Sage Capital Advisors
South Dakota
$395K – – –
MW
1592
Marcum Wealth
Ohio
$394K +$51.6K +153 +15%
PSB
1593
Piscataqua Savings Bank
New Hampshire
$393K -$55.3K -164 -12%
EF
1594
Empirical Finance
Pennsylvania
$393K – – –
SSG
1595
Summit Securities Group
New York
$391K -$2.33M -6,907 -86%
AP
1596
Americana Partners
Texas
$391K -$99.8K -296 -20%
FC
1597
FORA Capital
Florida
$391K +$390K +1,156 New
OWA
1598
Opal Wealth Advisors
New York
$390K +$50.3K +149 +15%
FOA
1599
Five Oceans Advisors
California
$389K -$4.38K -13 -1%
SEEDPG
1600
S.E.E.D. Planning Group
New York
$387K +$38.4K +114 +11%
62 63
64
65 66