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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
1701
Arcus Capital Partners
Georgia
$216K – – –
WFA
1702
WestHill Financial Advisors
California
$215K – – –
CWM
1703
Connecticut Wealth Management
Connecticut
$215K +$4.05K +14 +2%
TCB
1704
Texas Capital Bancshares
Texas
$214K -$578 -2 -0.2%
KFA
1705
Kelleher Financial Advisors
New York
$213K -$474K -1,640 -66%
LWM
1706
Lyell Wealth Management
California
$213K – – –
MIM
1707
Moseley Investment Management
Florida
$213K +$289 +1 +0.1%
SPP
1708
Single Point Partners
Massachusetts
$213K +$239K +826 New
HWA
1709
Heritage Wealth Advisors
Virginia
$212K – – –
GSB
1710
Greenfield Savings Bank
Massachusetts
$212K – – –
MHIC
1711
Marble Harbor Investment Counsel
Massachusetts
$212K – – –
ML
1712
McAdam LLC
Pennsylvania
$212K +$2.89K +10 +1%
BC
1713
Burleson & Co
California
$212K +$200K +692 +520%
SLWA
1714
San Luis Wealth Advisors
California
$211K +$6.65K +23 +3%
WMA
1715
Wealth Management Associates
New Jersey
$211K – – –
IF
1716
Intrua Financial
Texas
$210K -$259K -897 -52%
PA
1717
Probity Advisors
Texas
$210K -$11.8K -41 -5%
ATIA
1718
American Trust Investment Advisors
New Hampshire
$210K – – –
TFF
1719
The Family Firm
Maryland
$209K -$70.8K -245 -23%
RCM
1720
Raleigh Capital Management
North Carolina
$209K +$224K +774 +2,037%
NG
1721
Northstar Group
New York
$206K – – –
SFG
1722
Summit Financial Group
West Virginia
$206K +$231K +799 New
CFO
1723
Colony Family Offices
North Carolina
$205K – – –
MFG
1724
Magnus Financial Group
New York
$205K +$230K +795 New
MPI
1725
Mairs & Power Inc
Minnesota
$204K -$8.38K -29 -4%
67 68
69
70 71