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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
PJSIMP
1626
P.J. Schmidt Investment Management (PJS)
Wisconsin
$239K – – –
WWM
1627
Western Wealth Management
Colorado
$237K +$14.6K +51 +7%
SPC
1628
Stewart & Patten Company
California
$236K -$28.6K -100 -11%
SWM
1629
Salvus Wealth Management
New Jersey
$235K +$224K +783 New
LL
1630
LPWM LLC
Minnesota
$234K – – –
MHIC
1631
Marble Harbor Investment Counsel
Massachusetts
$234K +$2.29K +8 +1%
PC
1632
Port Capital
Illinois
$234K +$227K +793 New
AIA
1633
Arbor Investment Advisors
North Carolina
$233K – – –
KFA
1634
Kelleher Financial Advisors
New York
$233K – – –
WW
1635
Westshore Wealth
California
$232K – – –
CWM
1636
Connecticut Wealth Management
Connecticut
$231K -$173K -604 -44%
TIM
1637
Tortoise Investment Management
New York
$231K -$5.73K -20 -2%
LS
1638
Leelyn Smith
Illinois
$230K -$45.5K -159 -17%
GAB
1639
German American Bancorp
Indiana
$230K -$13.5K -47 -6%
BO
1640
BRR OpCo
Ohio
$230K -$8.02K -28 -3%
PNAA
1641
Pictet North America Advisors
Switzerland
$230K – – –
BCA
1642
Bay Colony Advisors
Massachusetts
$230K +$223K +779 New
PIA
1643
Perennial Investment Advisors
California
$229K -$8.59K -30 -4%
CWM
1644
CCG Wealth Management
California
$228K -$14.3K -50 -6%
LWP
1645
Laurel Wealth Planning
Minnesota
$226K – – –
GSWM
1646
Golden State Wealth Management
California
$225K -$27.2K -95 -11%
LA
1647
LVW Advisors
New York
$222K -$27.2K -95 -11%
HCM
1648
Howland Capital Management
Massachusetts
$222K – – –
CSPIA
1649
Cary Street Partners Investment Advisory
Virginia
$222K +$10K +35 +5%
GHAM
1650
Gilman Hill Asset Management
Connecticut
$221K – – –
64 65
66
67 68