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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
1576
Westhampton Capital
North Carolina
$411K – – –
AIM
1577
Athena Investment Management
California
$410K +$410K +1,215 New
CRWM
1578
Castle Rock Wealth Management
California
$409K -$184K -547 -30%
ACM
1579
Alta Capital Management
Utah
$409K +$77.6K +230 +23%
PP
1580
Patron Partners
Texas
$409K +$128K +379 +45%
IPW
1581
IronBridge Private Wealth
Texas
$406K -$3.67M -10,878 -90%
TA
1582
TrueWealth Advisors
Alabama
$405K – – –
WCWM
1583
Willow Creek Wealth Management
California
$403K – – –
PJSIMP
1584
P.J. Schmidt Investment Management (PJS)
Wisconsin
$403K +$193K +573 +75%
CG
1585
Clarus Group
Texas
$402K +$24.3K +72 +6%
CFC
1586
Coyle Financial Counsel
Illinois
$402K +$402K +1,192 New
CWM
1587
CCG Wealth Management
California
$401K +$141K +418 +54%
SAM
1588
Strategy Asset Managers
California
$400K +$400K +1,185 New
C
1589
CEDRUS
Colorado
$400K +$41.1K +122 +11%
SHFA
1590
SC&H Financial Advisors
Maryland
$398K -$116K -345 -23%
PBO
1591
Peoples Bank (Ohio)
Ohio
$398K -$42.2K -125 -10%
SPI
1592
Santori & Peters Inc
Pennsylvania
$396K – – –
EA
1593
Emerald Advisers
Pennsylvania
$396K +$396K +1,173 New
SCA
1594
Sage Capital Advisors
South Dakota
$395K – – –
MW
1595
Marcum Wealth
Ohio
$394K +$51.6K +153 +15%
PSB
1596
Piscataqua Savings Bank
New Hampshire
$393K -$55.3K -164 -12%
EF
1597
Empirical Finance
Pennsylvania
$393K – – –
SSG
1598
Summit Securities Group
New York
$391K -$2.33M -6,907 -86%
AP
1599
Americana Partners
Texas
$391K -$99.8K -296 -20%
FC
1600
FORA Capital
Florida
$391K +$390K +1,156 New
62 63
64
65 66