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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1751
Claret Asset Management
Quebec, Canada
$390K -$62.1K -204 -14%
SC
1752
Searle & Co
Connecticut
$389K – – –
MBTD
1753
Mechanics Bank - Trust Department
California
$387K -$18.9K -62 -5%
LRWM
1754
Lord & Richards Wealth Management
Colorado
$384K +$138K +452 +54%
WPA
1755
West Paces Advisors
Georgia
$383K +$291K +954 +293%
LCGC
1756
Legacy Capital Group California
California
$382K +$13.7K +45 +4%
ATS
1757
Ashton Thomas Securities
New York
$381K -$33.5K -110 -8%
HI
1758
Harbour Investments
Wisconsin
$381K +$13.4K +44 +4%
MWPCG
1759
Measured Wealth Private Client Group
New Hampshire
$380K +$21.9K +72 +6%
RCWM
1760
Royal Capital Wealth Management
Indiana
$379K – – –
PMG
1761
Private Management Group
California
$377K +$120K +393 +45%
CIAS
1762
CFS Investment Advisory Services
New Jersey
$377K +$25.9K +85 +7%
GWM
1763
GoalFusion Wealth Management
Texas
$377K – – –
FFC
1764
First Financial Corp
Indiana
$377K -$47.2K -155 -11%
OL
1765
Optas LLC
Texas
$376K -$37.5K -123 -9%
CFG
1766
Certior Financial Group
Pennsylvania
$375K +$382K +1,255 New
BFIM
1767
Beese Fulmer Investment Management
Ohio
$375K +$168K +551 +78%
JE
1768
JMAC Enterprises
Pennsylvania
$375K +$382K +1,254 New
BHWM
1769
Beaird Harris Wealth Management
Texas
$375K – – –
FFWA
1770
FRG Family Wealth Advisors
Washington
$375K – – –
WA1
1771
Wimmer Associates 1
California
$374K -$82.2K -270 -18%
SCM
1772
Stonebridge Capital Management
California
$373K – – –
SFG
1773
Synergy Financial Group
California
$372K -$8.22K -27 -2%
FWM
1774
Fonville Wealth Management
Virginia
$371K -$7.31K -24 -2%
LJHT
1775
Laurie J. Hall Trustee
$371K – – –
69 70
71
72 73