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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
LOPW
1676
Live Oak Private Wealth
North Carolina
$233K +$7.16K +22 +3%
CSPAM
1677
Cary Street Partners Asset Management
Virginia
$233K +$8.46K +26 +4%
IWM
1678
IHT Wealth Management
Illinois
$232K -$6.1M -18,741 -96%
CWM
1679
Campbell Wealth Management
Virginia
$232K – – –
WC
1680
Whitney & Co
New York
$231K – – –
PL
1681
Plancorp LLC
Missouri
$230K +$234K +720 New
AAM
1682
Aureus Asset Management
Massachusetts
$229K -$391K -1,202 -63%
TP
1683
Tranquility Partners
Tennessee
$229K +$10.7K +33 +5%
LCC
1684
Lincoln Capital Corp
Rhode Island
$228K +$232K +713 New
CPC
1685
Consolidated Planning Corp
Georgia
$227K – – –
UF
1686
Univest Financial
Pennsylvania
$227K – – –
MIC
1687
Means Investment Company
Maine
$226K -$3.25K -10 -1%
FC
1688
Forte Capital
New York
$226K +$8.13K +25 +4%
KFC
1689
Klingenstein Fields & Co
New York
$225K – – –
GFP
1690
Gryphon Financial Partners
Ohio
$225K +$229K +705 New
IIM
1691
Intact Investment Management
Quebec, Canada
$224K -$260K -800 -53%
BIC
1692
Beach Investment Counsel
Pennsylvania
$224K – – –
HFG
1693
Heron Financial Group
New York
$223K – – –
P
1694
Palladiem
Pennsylvania
$222K – – –
PCA
1695
Peddock Capital Advisors
Massachusetts
$221K – – –
VFA
1696
Voya Financial Advisors
Connecticut
$221K +$222K +683 New
SDH
1697
Sloy Dahl & Holst
Washington
$221K +$224K +690 New
DBRC
1698
D.B. Root & Company
Pennsylvania
$220K +$1.63K +5 +0.7%
GFS
1699
GYL Financial Synergies
Connecticut
$219K +$223K +686 New
CWP
1700
Concord Wealth Partners
Virginia
$218K -$303K -930 -58%
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