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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
1626
Washington Trust Advisors
Massachusetts
$390K +$343K +940 New
PMG
1627
Private Management Group
California
$389K – – –
FHC
1628
First Heartland Consultants
Missouri
$388K +$18.6K +51 +6%
NEAM
1629
New England Asset Management
Connecticut
$386K -$310K -850 -48%
CFA
1630
Cahill Financial Advisors
Minnesota
$385K +$729 +2 +0.2%
YIA
1631
YHB Investment Advisors
Connecticut
$385K +$3.65K +10 +1%
AFG
1632
Allegheny Financial Group
Pennsylvania
$383K – – –
OIA
1633
Optimum Investment Advisors
Illinois
$383K – – –
CCM
1634
Colorado Capital Management
Colorado
$380K -$1.82K -5 -0.5%
EGA
1635
E&G Advisors
Texas
$380K – – –
IP
1636
Innovative Portfolios
Indiana
$380K – – –
BO
1637
BRR OpCo
Ohio
$380K +$49.6K +136 +17%
CWP
1638
Capital Wealth Planning
Florida
$379K +$96.2K +264 +41%
TFS
1639
Thoroughbred Financial Services
Tennessee
$378K +$103K +282 +45%
LAM
1640
L2 Asset Management
Massachusetts
$376K +$330K +906 New
HCM
1641
Howland Capital Management
Massachusetts
$375K -$2.55K -7 -0.8%
TH
1642
TCTC Holdings
Texas
$375K – – –
GCS
1643
Gordian Capital (Singapore)
Singapore
$374K +$328K +900 New
ER
1644
Enlightenment Research
Florida
$373K -$1.97M -5,400 -86%
ONGA
1645
O'Neil Global Advisors
California
$372K -$163K -447 -33%
CCM
1646
Crew Capital Management
Ohio
$372K – – –
RDWM
1647
Red Door Wealth Management
Tennessee
$372K +$2.55K +7 +0.8%
PA
1648
Probity Advisors
Texas
$369K -$14.9K -41 -4%
EWM
1649
Endowment Wealth Management
Wisconsin
$369K +$324K +890 New
RB
1650
Renasant Bank
Mississippi
$369K +$324K +890 New
64 65
66
67 68