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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1726
SteelPeak Wealth
California
$203K -$39K -135 -15%
AIA
1727
Arbor Investment Advisors
North Carolina
$203K – – –
LOPW
1728
Live Oak Private Wealth
North Carolina
$202K – – –
ACI
1729
Alpha Cubed Investments
California
$201K -$109K -377 -33%
PNAA
1730
Pictet North America Advisors
Switzerland
$201K -$4.33K -15 -2%
CWP
1731
CFM Wealth Partners
Texas
$200K -$22K -76 -9%
SIC
1732
Sterling Investment Counsel
New York
$200K – – –
HR
1733
Howe & Rusling
New York
$194K +$5.49K +19 +3%
CAL
1734
Capital Advisors Ltd
Ohio
$191K +$4.33K +15 +2%
SIC
1735
SJS Investment Consulting
Ohio
$187K +$210K +727 New
VCM
1736
Versant Capital Management
Arizona
$186K – – –
ABLA
1737
Alan B. Lancz & Associates
Ohio
$180K – – –
AA
1738
AlphaCentric Advisors
Puerto Rico
$180K +$202K +700 New
CBT
1739
Central Bank & Trust
Kentucky
$175K +$11.8K +41 +6%
AIM
1740
Axiom Investment Management
New York
$175K +$198K +684 New
RTC
1741
Riverview Trust Company
Washington
$170K +$2.6K +9 +1%
DWA
1742
Dougherty Wealth Advisers
Minnesota
$169K – – –
S
1743
Surevest
California
$167K – – –
RCG
1744
Rock Creek Group
District of Columbia
$161K +$43.6K +151 +32%
C
1745
Covestor
United Kingdom
$159K +$23.4K +81 +15%
WBC
1746
West Branch Capital
Massachusetts
$158K -$30.6K -106 -15%
GGI
1747
Godsey & Gibb Inc
Virginia
$158K – – –
KTC
1748
Kistler-Tiffany Companies
Pennsylvania
$157K +$62.1K +215 +55%
HIM
1749
Hillsdale Investment Management
Ontario, Canada
$150K -$567K -1,961 -77%
CMP
1750
Coston McIsaac & Partners
Maine
$150K – – –
68 69
70
71 72