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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
MIS
1801
Morningstar Investment Services
Illinois
$261K +$230K +630 New
TCM
1802
Teza Capital Management
Illinois
$261K +$230K +630 New
WA
1803
Wealthstream Advisors
New York
$260K +$229K +627 New
CSPIA
1804
Cary Street Partners Investment Advisory
Virginia
$259K -$55.8K -153 -20%
KCM
1805
Kathmere Capital Management
Pennsylvania
$258K -$149K -409 -40%
CAM
1806
Crestone Asset Management
Colorado
$258K +$227K +622 New
OFG
1807
OmniStar Financial Group
North Carolina
$257K -$3.65K -10 -2%
PPG
1808
Peak Planning Group
Colorado
$256K +$225K +618 New
HCM
1809
Hengehold Capital Management
Ohio
$256K +$225K +618 New
ML
1810
McAdam LLC
Pennsylvania
$256K +$225K +618 New
SCM
1811
Southport Capital Management
Tennessee
$256K +$225K +618 New
PWW
1812
Pettyjohn Wood & White
Virginia
$255K +$225K +616 New
EA
1813
Echo45 Advisors
California
$254K +$223K +612 New
PFG
1814
PAX Financial Group
Texas
$252K +$222K +609 New
HI
1815
Harbour Investments
Wisconsin
$250K -$861K -2,362 -80%
6F
1816
626 Financial
Michigan
$250K +$220K +603 New
SPC
1817
Stewart & Patten Company
California
$249K -$72.9K -200 -25%
MPAM
1818
Murphy Pohlad Asset Management
Minnesota
$248K +$219K +600 New
AFS
1819
Axiom Financial Strategies
Indiana
$246K -$13.8K -38 -6%
HFG
1820
Heron Financial Group
New York
$246K – – –
LWIC
1821
Leith Wheeler Investment Counsel
British Columbia, Canada
$245K +$216K +592 New
CWM
1822
Centric Wealth Management
Illinois
$244K +$215K +589 New
ARC
1823
Advisor Resource Council
Texas
$243K +$213K +585 New
VAFP
1824
Vahanian & Associates Financial Planning
New York
$241K +$212K +582 New
WFA
1825
West Financial Advisors
Iowa
$240K – – –
71 72
73
74 75