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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
KS
1676
Karpas Strategies
Connecticut
$442K – – –
BC
1677
Belmont Capital
California
$441K +$433K +1,414 +3,535%
WA
1678
Wealth Architects
California
$440K -$3.06K -10 -0.7%
VBCG
1679
Valley Brook Capital Group
Pennsylvania
$440K – – –
RWI
1680
Red Wave Investments
Pennsylvania
$440K -$11.3K -37 -2%
RB
1681
Renasant Bank
Mississippi
$439K -$139K -455 -24%
QFA
1682
Quantum Financial Advisors
California
$438K -$919 -3 -0.2%
PWP
1683
Perfromance Wealth Partners
Illinois
$438K -$84.2K -275 -16%
JIC
1684
Joel Isaacson & Co
New York
$438K +$1.84K +6 +0.4%
DPIM
1685
Duff & Phelps Investment Management
Illinois
$437K -$1.78M -5,801 -80%
SIM
1686
Studio Investment Management
Illinois
$437K -$13.5K -44 -3%
PCMC
1687
Paragon Capital Management (Colorado)
Colorado
$436K – – –
CGA
1688
Crescent Grove Advisors
Illinois
$435K -$84.2K -275 -16%
HC
1689
Hamilton Capital
Ohio
$435K -$34K -111 -7%
SIC
1690
Samalin Investment Counsel
New York
$433K +$143K +468 +49%
BMO
1691
Beck Mack & Oliver
New York
$433K – – –
HIS
1692
Harvest Investment Services
Illinois
$432K – – –
NRS
1693
Neville Rodie & Shaw
New York
$431K – – –
MFWP
1694
Mosaic Family Wealth Partners
Missouri
$431K +$16.5K +54 +4%
AC
1695
ASB Consultores
Florida
$431K +$29.1K +95 +7%
MTWM
1696
Masso Torrence Wealth Management
New Jersey
$431K +$42K +137 +11%
RCWM
1697
Royal Capital Wealth Management
Indiana
$430K – – –
OPA
1698
Old Port Advisors
Maine
$430K +$8.58K +28 +2%
KWM
1699
KFG Wealth Management
Indiana
$430K +$20.5K +67 +5%
EFG
1700
Ethos Financial Group
Pennsylvania
$430K -$53.6K -175 -11%
66 67
68
69 70