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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
1701
Sage Rhino Capital
California
$216K +$220K +675 New
TSWM
1702
Triangle Securities Wealth Management
North Carolina
$215K -$6.51K -20 -3%
FFA
1703
Founders Financial Alliance
North Carolina
$215K +$218K +670 New
BB
1704
Bell Bank
North Dakota
$215K +$219K +673 New
SW
1705
SkyOak Wealth
Michigan
$214K +$218K +670 New
AAM
1706
Arabesque Asset Management
United Kingdom
$213K -$5.21K -16 -2%
PFGIA
1707
Patriot Financial Group Insurance Agency
Massachusetts
$212K +$9.11K +28 +4%
TSS
1708
Two Sigma Securities
New York
$212K +$216K +663 New
DWA
1709
Dougherty Wealth Advisers
Minnesota
$211K – – –
FTC
1710
Farmers Trust Company
Ohio
$211K +$210K +647 New
LA
1711
Legacy Advisors
Pennsylvania
$209K +$213K +654 New
CWP
1712
Capital Wealth Planning
Florida
$208K -$58.9K -181 -22%
EWM
1713
EPG Wealth Management
Georgia
$208K +$211K +649 New
S
1714
Surevest
California
$208K +$211K +649 New
NCM
1715
Noesis Capital Mangement
Florida
$206K – – –
RM
1716
Resource Management
Louisiana
$206K +$209K +643 New
KAM
1717
Knightsbridge Asset Management
California
$205K -$13.3K -41 -6%
ARG
1718
Advisory Resource Group
Oklahoma
$204K +$207K +637 New
FM
1719
Family Management
New York
$203K -$33.5K -103 -14%
AFS
1720
Axiom Financial Strategies
Indiana
$202K +$206K +632 New
OFG
1721
OmniStar Financial Group
North Carolina
$202K +$206K +632 New
TA
1722
TrueWealth Advisors
Alabama
$202K +$206K +632 New
GWM
1723
GSB Wealth Management
Connecticut
$201K -$1.8M -5,521 -90%
EP
1724
Eudaimonia Partners
Tennessee
$201K +$204K +628 New
TFS
1725
Thoroughbred Financial Services
Tennessee
$201K +$205K +631 New
67 68
69
70 71