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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1776
EPG Wealth Management
Georgia
$280K +$9.48K +26 +4%
FC
1777
Forte Capital
New York
$279K -$12.4K -34 -5%
BB
1778
Bell Bank
North Dakota
$279K – – –
FFA
1779
Founders Financial Alliance
North Carolina
$278K – – –
EGM
1780
Engineers Gate Manager
New York
$273K -$4.03M -11,061 -94%
SRC
1781
Sage Rhino Capital
California
$273K -$6.2K -17 -3%
DWA
1782
Dougherty Wealth Advisers
Minnesota
$273K – – –
CSPAM
1783
Cary Street Partners Asset Management
Virginia
$272K -$26.6K -73 -10%
PJSIMP
1784
P.J. Schmidt Investment Management (PJS)
Wisconsin
$272K -$5.83K -16 -2%
CWM
1785
C2C Wealth Management
Arizona
$272K +$239K +655 New
DACG
1786
Donor Advised Charitable Giving
California
$271K -$218K -598 -48%
DBRC
1787
D.B. Root & Company
Pennsylvania
$271K -$12.8K -35 -5%
KIG
1788
Kowal Investment Group
Wisconsin
$271K +$67.1K +184 +39%
WA
1789
Waverly Advisors
Alabama
$269K -$83.1K -228 -22%
TSWM
1790
Triangle Securities Wealth Management
North Carolina
$269K -$8.75K -24 -4%
S
1791
Surevest
California
$269K – – –
KCM
1792
Karp Capital Management
California
$269K +$237K +649 New
WE
1793
Wealth Effects
Massachusetts
$269K +$237K +649 New
FTC
1794
Farmers Trust Company
Ohio
$268K – – –
WTB
1795
Washington Trust Bank
Washington
$268K +$235K +645 New
PWM
1796
Paulson Wealth Management
Illinois
$268K +$236K +647 New
KAM
1797
Knightsbridge Asset Management
California
$266K – – –
NEPPG
1798
New England Professional Planning Group
Rhode Island
$265K -$68.9K -189 -21%
CST
1799
Charles Schwab Trust
Nevada
$264K +$233K +638 New
JGUA
1800
John G. Ullman & Associates
New York
$261K +$230K +630 New
70 71
72
73 74