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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
1726
Willow Creek Wealth Management
California
$308K -$57K -196 -16%
CPC
1727
Consolidated Planning Corp
Georgia
$308K +$290K +998 New
VCM
1728
Virtue Capital Management
Tennessee
$308K -$3.49K -12 -1%
TPWA
1729
TRUE Private Wealth Advisors
Oregon
$306K +$84.3K +290 +41%
AFCM
1730
Applied Finance Capital Management
Puerto Rico
$304K +$33.4K +115 +13%
EF
1731
Empirical Finance
Pennsylvania
$301K – – –
BC
1732
Bridgefront Capital
Texas
$301K +$284K +976 New
AFP
1733
Alpha Financial Partners
Kentucky
$301K -$6.39K -22 -2%
SHFA
1734
SC&H Financial Advisors
Maryland
$301K -$581 -2 -0.2%
RW
1735
REDW Wealth
New Mexico
$300K +$16.6K +57 +6%
LIA
1736
LS Investment Advisors
Michigan
$298K – – –
NB
1737
Nicolet Bankshares
Wisconsin
$297K – – –
PC
1738
Port Capital
Illinois
$296K +$279K +959 New
YIA
1739
YHB Investment Advisors
Connecticut
$294K +$7.26K +25 +3%
C
1740
Covestor
United Kingdom
$294K +$87.8K +302 +46%
PL
1741
Plancorp LLC
Missouri
$291K +$28.5K +98 +12%
ACI
1742
Alpha Cubed Investments
California
$291K -$27.6K -95 -9%
SFG
1743
StrategIQ Financial Group
Indiana
$291K – – –
ML
1744
McAdam LLC
Pennsylvania
$289K +$19.2K +66 +8%
RBC
1745
Roble Belko & Company
Pennsylvania
$289K – – –
AIM
1746
Athena Investment Management
California
$289K -$81.4K -280 -23%
WP
1747
Westmount Partners
California
$288K – – –
SW
1748
SkyOak Wealth
Michigan
$288K +$21.5K +74 +9%
OIA
1749
Optimum Investment Advisors
Illinois
$285K – – –
WSC
1750
Wellington Shields & Co
New York
$284K +$13.9K +48 +6%
68 69
70
71 72