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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
1751
Howe & Rusling
New York
$304K – – –
GFS
1752
GYL Financial Synergies
Connecticut
$304K +$17.9K +49 +7%
TL
1753
Tradewinds LLC
North Carolina
$304K +$316K +866 New
DTC
1754
Davidson Trust Company
Washington
$302K -$48.5K -133 -15%
LOPW
1755
Live Oak Private Wealth
North Carolina
$301K -$729 -2 -0.3%
CWM
1756
Campbell Wealth Management
Virginia
$301K – – –
MWC
1757
MKD Wealth Coaches
Michigan
$301K +$265K +726 New
WC
1758
Whitney & Co
New York
$299K – – –
ABLA
1759
Alan B. Lancz & Associates
Ohio
$298K +$262K +718 New
AAM
1760
Aureus Asset Management
Massachusetts
$297K – – –
TP
1761
Tranquility Partners
Tennessee
$297K – – –
YMRC
1762
Yorktown Management & Research Company
Virginia
$296K -$89.3K -245 -26%
SG
1763
Strid Group
Pennsylvania
$296K +$261K +715 New
MIC
1764
Means Investment Company
Maine
$295K +$2.55K +7 +1%
UF
1765
Univest Financial
Pennsylvania
$294K – – –
SFG
1766
StrategIQ Financial Group
Indiana
$293K +$257K +706 New
ACP
1767
Aveo Capital Partners
Colorado
$292K -$12.8K -35 -5%
CCP
1768
Carmel Capital Partners
California
$292K +$257K +704 New
PCIA
1769
Prime Capital Investment Advisors
Kansas
$292K +$257K +704 New
KFC
1770
Klingenstein Fields & Co
New York
$291K – – –
PCA
1771
Pallas Capital Advisors
Massachusetts
$290K -$69.6K -191 -18%
KTC
1772
Kistler-Tiffany Companies
Pennsylvania
$290K -$13.5K -37 -5%
BIC
1773
Beach Investment Counsel
Pennsylvania
$290K – – –
IIM
1774
Intact Investment Management
Quebec, Canada
$290K – – –
AC
1775
ASB Consultores
Florida
$290K +$255K +699 New
69 70
71
72 73