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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
SPI
1601
Santori & Peters Inc
Pennsylvania
– -$247K -1,175 Closed
HC
1602
Hamilton Capital
Ohio
– -$247K -1,173 Closed
MGWM
1603
Marks Group Wealth Management
Minnesota
– -$246K -1,165 Closed
PNAA
1604
Pictet North America Advisors
Switzerland
– -$244K -1,160 Closed
CWM
1605
CCG Wealth Management
California
– -$240K -1,141 Closed
IFWM
1606
Institute for Wealth Management
Colorado
– -$240K -1,141 Closed
JA
1607
JOYN Advisors
Georgia
– -$240K -1,140 Closed
NEPPG
1608
New England Professional Planning Group
Rhode Island
– -$241K -1,140 Closed
GIA
1609
Gladstone Institutional Advisory
Florida
– -$239K -1,133 Closed
GWM
1610
GSB Wealth Management
Connecticut
– -$238K -1,129 Closed
GLLW
1611
Graves Light Lenhart Wealth
Virginia
– -$238K -1,128 Closed
HKAM
1612
Horizon Kinetics Asset Management
New York
– -$238K -1,128 Closed
WCWM
1613
Willow Creek Wealth Management
California
– -$236K -1,119 Closed
YIA
1614
YHB Investment Advisors
Connecticut
– -$235K -1,118 Closed
EMG
1615
Ellington Management Group
Connecticut
– -$232K -1,100 Closed
HS
1616
HighVista Strategies
Massachusetts
– -$232K -1,100 Closed
LSPW
1617
Lake Street Private Wealth
Illinois
– -$231K -1,098 Closed
TFF
1618
The Family Firm
Maryland
– -$230K -1,092 Closed
SC
1619
Searle & Co
Connecticut
– -$230K -1,091 Closed
WIA
1620
World Investment Advisors
California
– -$227K -1,079 Closed
TAM
1621
Tradition Asset Management
Virginia
– -$226K -1,077 Closed
NCM
1622
Noesis Capital Mangement
Florida
– -$226K -1,074 Closed
PA
1623
Probity Advisors
Texas
– -$226K -1,072 Closed
RIA
1624
Regal Investment Advisors
Michigan
– -$225K -1,070 Closed
RGIA
1625
Rainier Group Investment Advisory
Washington
– -$224K -1,062 Closed
63 64
65
66 67