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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
1751
Bell Bank
North Dakota
$229K -$11.1K -40 -4%
T
1752
TCWP
Ohio
$229K -$144K -520 -38%
AIP
1753
ARS Investment Partners
New York
$229K – – –
VWA
1754
V Wealth Advisors
Kansas
$227K +$236K +852 New
FBT
1755
First Bank & Trust
South Dakota
$227K +$235K +849 New
MA
1756
MONECO Advisors
Connecticut
$226K -$26.8K -97 -10%
BFG
1757
Berger Financial Group
Minnesota
$225K -$24.9K -90 -10%
VPP
1758
Vertex Planning Partners
Illinois
$225K +$233K +842 New
ACP
1759
Arcus Capital Partners
Georgia
$224K – – –
GHAM
1760
Gilman Hill Asset Management
Connecticut
$224K -$18.5K -67 -7%
WFA
1761
WestHill Financial Advisors
California
$223K – – –
MIM
1762
Moseley Investment Management
Florida
$223K +$2.77K +10 +1%
CWM
1763
Connecticut Wealth Management
Connecticut
$223K – – –
PWMG
1764
Provence Wealth Management Group
California
$222K +$230K +833 New
TCB
1765
Texas Capital Bancshares
Texas
$222K +$277 +1 +0.1%
CRWM
1766
Castle Rock Wealth Management
California
$221K +$223K +808 New
KFA
1767
Kelleher Financial Advisors
New York
$221K – – –
CAM
1768
Cozad Asset Management
Illinois
$221K +$229K +827 New
MHIC
1769
Marble Harbor Investment Counsel
Massachusetts
$220K – – –
AP
1770
Adero Partners
California
$220K +$830 +3 +0.4%
CAL
1771
Capital Advisors Ltd
Ohio
$219K +$35.7K +129 +17%
DJSG
1772
D.J. St. Germain
Massachusetts
$219K +$226K +817 +35%
ATIA
1773
American Trust Investment Advisors
New Hampshire
$217K – – –
LL
1774
LPWM LLC
Minnesota
$217K +$218K +788 New
EFG
1775
Ethos Financial Group
Pennsylvania
$216K +$224K +811 New
69 70
71
72 73