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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1801
Karp Capital Management
California
$269K +$237K +649 New
WE
1802
Wealth Effects
Massachusetts
$269K +$237K +649 New
FTC
1803
Farmers Trust Company
Ohio
$268K – – –
WTB
1804
Washington Trust Bank
Washington
$268K +$235K +645 New
PWM
1805
Paulson Wealth Management
Illinois
$268K +$236K +647 New
KAM
1806
Knightsbridge Asset Management
California
$266K – – –
NEPPG
1807
New England Professional Planning Group
Rhode Island
$265K -$68.9K -189 -21%
CST
1808
Charles Schwab Trust
Nevada
$264K +$233K +638 New
JGUA
1809
John G. Ullman & Associates
New York
$261K +$230K +630 New
MIS
1810
Morningstar Investment Services
Illinois
$261K +$230K +630 New
TCM
1811
Teza Capital Management
Illinois
$261K +$230K +630 New
WA
1812
Wealthstream Advisors
New York
$260K +$229K +627 New
CSPIA
1813
Cary Street Partners Investment Advisory
Virginia
$259K -$55.8K -153 -20%
KCM
1814
Kathmere Capital Management
Pennsylvania
$258K -$149K -409 -40%
CAM
1815
Crestone Asset Management
Colorado
$258K +$227K +622 New
OFG
1816
OmniStar Financial Group
North Carolina
$257K -$3.65K -10 -2%
PPG
1817
Peak Planning Group
Colorado
$256K +$225K +618 New
HCM
1818
Hengehold Capital Management
Ohio
$256K +$225K +618 New
ML
1819
McAdam LLC
Pennsylvania
$256K +$225K +618 New
SCM
1820
Southport Capital Management
Tennessee
$256K +$225K +618 New
PWW
1821
Pettyjohn Wood & White
Virginia
$255K +$225K +616 New
EA
1822
Echo45 Advisors
California
$254K +$223K +612 New
PFG
1823
PAX Financial Group
Texas
$252K +$222K +609 New
HI
1824
Harbour Investments
Wisconsin
$250K -$861K -2,362 -80%
6F
1825
626 Financial
Michigan
$250K +$220K +603 New
71 72
73
74 75