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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1701
Byrne Asset Management
New Jersey
$276K +$87.5K +321 +50%
LIA
1702
LS Investment Advisors
Michigan
$276K – – –
IP
1703
Ignite Planners
California
$276K +$23.4K +86 +10%
NB
1704
Nicolet Bankshares
Wisconsin
$275K -$128K -470 -33%
AAMA
1705
Advanced Asset Management Advisors
Ohio
$274K – – –
AWC
1706
Abundance Wealth Counselors
Pennsylvania
$273K -$13.9K -51 -5%
VCM
1707
Virtue Capital Management
Tennessee
$273K +$7.09K +26 +3%
SIM
1708
SSI Investment Management
California
$272K -$51.8K -190 -17%
KA
1709
Klingman & Associates
New York
$272K -$16.1K -59 -6%
ESBC
1710
E.S. Barr & Co
Kentucky
$272K – – –
FFA
1711
Founders Financial Alliance
North Carolina
$271K +$262K +960 New
SFG
1712
StrategIQ Financial Group
Indiana
$270K – – –
RCM
1713
Raleigh Capital Management
North Carolina
$269K +$36K +132 +16%
RBC
1714
Roble Belko & Company
Pennsylvania
$268K – – –
WP
1715
Westmount Partners
California
$267K +$13.4K +49 +6%
YIA
1716
YHB Investment Advisors
Connecticut
$266K – – –
CNC
1717
Citizens & Northern Corp
Pennsylvania
$265K – – –
OIA
1718
Optimum Investment Advisors
Illinois
$264K – – –
AFG
1719
Allegheny Financial Group
Pennsylvania
$264K – – –
ARC
1720
Advisor Resource Council
Texas
$263K +$251K +919 New
FAFN
1721
First Affirmative Financial Network
Colorado
$263K +$7.63K +28 +3%
TF
1722
Trek Financial
Arizona
$263K +$251K +919 New
EGA
1723
E&G Advisors
Texas
$262K – – –
RW
1724
REDW Wealth
New Mexico
$261K – – –
PA
1725
Perennial Advisors
New York
$261K +$249K +914 New
67 68
69
70 71