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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1701
CFM Wealth Partners
Texas
$237K -$46.3K -154 -15%
FFG
1702
Fortem Financial Group
California
$236K -$1.24M -4,133 -83%
EWM
1703
EPG Wealth Management
Georgia
$236K +$2.7K +9 +1%
DWM
1704
Darwin Wealth Management
Florida
$236K +$235K +781 New
BAAM
1705
Baker Avenue Asset Management
California
$236K +$255K +849 New
RBFC
1706
Roman Butler Fullerton & Co
Missouri
$235K – – –
PWM
1707
Prentice Wealth Management
New York
$234K -$25.5K -85 -9%
OCM
1708
One Capital Management
California
$234K -$14.1K -47 -5%
ACP
1709
Arcus Capital Partners
Georgia
$234K – – –
MCC
1710
Money Concepts Capital
Florida
$232K -$294K -979 -54%
WFA
1711
WestHill Financial Advisors
California
$232K – – –
TNB
1712
Thomasville National Bank
Georgia
$232K +$300 +1 +0.1%
TCB
1713
Texas Capital Bancshares
Texas
$231K – – –
GC
1714
Gratus Capital
Georgia
$231K +$250K +831 New
VCM
1715
Virtue Capital Management
Tennessee
$230K -$79K -263 -24%
LWM
1716
Lyell Wealth Management
California
$230K +$5.11K +17 +2%
BBA
1717
Braun-Bostich & Associates
Pennsylvania
$229K -$243K -810 -50%
HWA
1718
Heritage Wealth Advisors
Virginia
$229K – – –
MHIC
1719
Marble Harbor Investment Counsel
Massachusetts
$229K – – –
MIM
1720
Moseley Investment Management
Florida
$229K +$300 +1 +0.1%
CWM
1721
Connecticut Wealth Management
Connecticut
$228K -$1.5K -5 -0.6%
MPI
1722
Mairs & Power Inc
Minnesota
$228K +$8.71K +29 +4%
GSB
1723
Greenfield Savings Bank
Massachusetts
$228K +$247K +822 New
WMA
1724
Wealth Management Associates
New Jersey
$228K – – –
IC
1725
Inverness Counsel
New York
$227K – – –
67 68
69
70 71