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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
1651
Choreo LLC
Illinois
$217K – – –
HR
1652
Howe & Rusling
New York
$216K – – –
IFG
1653
Independent Financial Group
California
$216K -$7.16K -25 -3%
CWM
1654
Campbell Wealth Management
Virginia
$214K – – –
HFA
1655
Hoover Financial Advisors
Pennsylvania
$213K -$1.72K -6 -0.8%
WC
1656
Whitney & Co
New York
$213K +$206K +721 New
FAIM
1657
Financial Advocates Investment Management
Washington
$212K -$934K -3,261 -82%
MIC
1658
Means Investment Company
Maine
$211K +$205K +715 New
UF
1659
Univest Financial
Pennsylvania
$209K +$203K +710 New
PCMC
1660
Paragon Capital Management (Colorado)
Colorado
$208K +$202K +704 New
LOPW
1661
Live Oak Private Wealth
North Carolina
$208K +$202K +705 New
CPC
1662
Consolidated Planning Corp
Georgia
$208K +$203K +708 New
KFC
1663
Klingenstein Fields & Co
New York
$207K +$201K +702 New
CSPAM
1664
Cary Street Partners Asset Management
Virginia
$207K +$201K +703 New
BIC
1665
Beach Investment Counsel
Pennsylvania
$206K +$200K +700 New
HFG
1666
Heron Financial Group
New York
$205K -$17.2K -60 -8%
TSWM
1667
Triangle Securities Wealth Management
North Carolina
$204K -$9.45K -33 -5%
LSPW
1668
Lake Street Private Wealth
Illinois
$204K +$195K +680 New
KFP
1669
KMG Fiduciary Partners
Ohio
$204K +$198K +691 New
P
1670
Palladiem
Pennsylvania
$204K +$198K +693 New
VIM
1671
Vancity Investment Management
British Columbia, Canada
$203K +$198K +690 New
TP
1672
Tranquility Partners
Tennessee
$202K +$196K +684 New
SCM
1673
Southport Capital Management
Tennessee
$201K -$67K -234 -26%
DBRC
1674
D.B. Root & Company
Pennsylvania
$201K -$47.8K -167 -20%
AAM
1675
Arabesque Asset Management
United Kingdom
$201K -$45.5K -159 -19%
65 66
67
68 69