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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
1676
Plancorp LLC
Missouri
$230K +$234K +720 New
AAM
1677
Aureus Asset Management
Massachusetts
$229K -$391K -1,202 -63%
TP
1678
Tranquility Partners
Tennessee
$229K +$10.7K +33 +5%
LCC
1679
Lincoln Capital Corp
Rhode Island
$228K +$232K +713 New
CPC
1680
Consolidated Planning Corp
Georgia
$227K – – –
UF
1681
Univest Financial
Pennsylvania
$227K – – –
MIC
1682
Means Investment Company
Maine
$226K -$3.25K -10 -1%
FC
1683
Forte Capital
New York
$226K +$8.13K +25 +4%
KFC
1684
Klingenstein Fields & Co
New York
$225K – – –
GFP
1685
Gryphon Financial Partners
Ohio
$225K +$229K +705 New
IIM
1686
Intact Investment Management
Quebec, Canada
$224K -$260K -800 -53%
BIC
1687
Beach Investment Counsel
Pennsylvania
$224K – – –
HFG
1688
Heron Financial Group
New York
$223K – – –
P
1689
Palladiem
Pennsylvania
$222K – – –
PCA
1690
Peddock Capital Advisors
Massachusetts
$221K – – –
VFA
1691
Voya Financial Advisors
Connecticut
$221K +$222K +683 New
SDH
1692
Sloy Dahl & Holst
Washington
$221K +$224K +690 New
DBRC
1693
D.B. Root & Company
Pennsylvania
$220K +$1.63K +5 +0.7%
GFS
1694
GYL Financial Synergies
Connecticut
$219K +$223K +686 New
CWP
1695
Concord Wealth Partners
Virginia
$218K -$303K -930 -58%
KJHP
1696
K.J. Harrison & Partners
Ontario, Canada
$217K +$220K +675 New
HWM
1697
Hemington Wealth Management
Virginia
$217K +$221K +678 New
CT
1698
Columbia Trust
Oregon
$216K +$220K +675 New
PWM
1699
Palumbo Wealth Management
New York
$216K +$220K +675 New
RIL
1700
Rothschild Investment LLC
Illinois
$216K +$220K +675 New
66 67
68
69 70