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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
1751
West Family Investments
California
$420K +$18.1K +56 +5%
CG
1752
Clarus Group
Texas
$419K – – –
IF
1753
Intrua Financial
Texas
$417K -$16.8K -52 -4%
KA
1754
KLCM Advisors
Wisconsin
$417K -$113K -350 -23%
RP
1755
Riverwater Partners
Wisconsin
$417K -$11.6K -36 -3%
CCG
1756
Catalina Capital Group
California
$414K +$380K +1,179 New
PL
1757
Plancorp LLC
Missouri
$413K +$38K +118 +11%
BCA
1758
Bay Colony Advisors
Massachusetts
$412K -$27.1K -84 -7%
MIM
1759
Morningstar Investment Management
Illinois
$412K -$11.9K -37 -3%
FCM
1760
Fourpath Capital Management
Oklahoma
$411K +$20K +62 +6%
CFO
1761
Callan Family Office
Pennsylvania
$408K +$16.1K +50 +4%
GCA
1762
Gradient Capital Advisors
California
$407K – – –
GLA
1763
Good Life Advisors
Pennsylvania
$406K -$2.58K -8 -0.7%
FA
1764
Fiduciary Alliance
South Carolina
$405K -$30.3K -94 -8%
EWM
1765
Endowment Wealth Management
Wisconsin
$401K -$13.5K -42 -4%
FMII
1766
Farmers & Merchants Investments Inc
Nebraska
$397K – – –
PCMF
1767
Private Capital Management (Florida)
Florida
$397K – – –
IWA
1768
IVC Wealth Advisors
Pennsylvania
$397K +$322 +1 +0.1%
FFA
1769
Fi3 Financial Advisors
Indiana
$396K -$19.7K -61 -5%
HS
1770
Horan Securities
United States
$395K +$19.3K +60 +6%
HP
1771
Hyperion Partners
Pennsylvania
$395K -$5.48K -17 -1%
HWA
1772
Heritage Wealth Advisors
Virginia
$395K +$322 +1 +0.1%
CC
1773
Centiva Capital
New York
$392K +$360K +1,118 New
MTWM
1774
Masso Torrence Wealth Management
New Jersey
$392K +$51.3K +159 +17%
IPW
1775
Impact Partnership Wealth
Georgia
$390K -$172K -534 -32%
69 70
71
72 73