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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1601
Capital Wealth Planning
Florida
$224K +$210K +811 New
PIA
1602
Perennial Investment Advisors
California
$223K +$6.98K +27 +3%
AFG
1603
Allegheny Financial Group
Pennsylvania
$223K +$209K +809 New
BO
1604
BRR OpCo
Ohio
$223K +$209K +809 New
TIM
1605
Tortoise Investment Management
New York
$222K +$258 +1 +0.1%
LP
1606
LGL Partners
Pennsylvania
$222K +$208K +805 New
QTM
1607
qPULA Trading Management
New York
$221K +$207K +800 New
FBT
1608
First Bank & Trust
South Dakota
$220K +$19.6K +76 +11%
MFS
1609
Mirabella Financial Services
United Kingdom
$220K +$206K +796 New
CF
1610
Clarity Financial
Texas
$220K +$206K +797 New
PJSIMP
1611
P.J. Schmidt Investment Management (PJS)
Wisconsin
$219K +$194K +749 New
AIA
1612
Arbor Investment Advisors
North Carolina
$218K – – –
KFA
1613
Kelleher Financial Advisors
New York
$218K – – –
RBFC
1614
Roman Butler Fullerton & Co
Missouri
$218K +$198K +765 New
MHIC
1615
Marble Harbor Investment Counsel
Massachusetts
$217K – – –
DHFB
1616
Dixon Hubard Feinour & Brown
Virginia
$217K +$203K +784 New
WW
1617
Westshore Wealth
California
$217K +$203K +787 New
BWM
1618
Bulltick Wealth Management
Florida
$217K +$203K +785 New
FC
1619
Fulcrum Capital
Washington
$216K -$106K -410 -34%
DTC
1620
Davidson Trust Company
Washington
$216K -$27.4K -106 -12%
PNAA
1621
Pictet North America Advisors
Switzerland
$215K – – –
FCCM
1622
First City Capital Management
Georgia
$215K +$199K +770 New
WFA
1623
WestHill Financial Advisors
California
$213K – – –
LWP
1624
Laurel Wealth Planning
Minnesota
$211K – – –
PL
1625
Plancorp LLC
Missouri
$211K +$197K +763 New
63 64
65
66 67