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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
PO
1826
Private Ocean
California
$138K -$15.5K -56 -10%
CSWM
1827
Cassady Schiller Wealth Management
Ohio
$138K +$143K +516 New
GWSA
1828
Global Wealth Strategies & Associates
Colorado
$137K +$142K +512 New
ZIG
1829
Zullo Investment Group
Pennsylvania
$132K -$23.5K -85 -15%
FMTCOCP
1830
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$132K – – –
SFG
1831
Steward Financial Group
Texas
$131K +$136K +492 New
RCG
1832
Rock Creek Group
District of Columbia
$131K -$37.1K -134 -21%
LWP
1833
Laurel Wealth Planning
Minnesota
$131K – – –
LFG
1834
Larson Financial Group
Missouri
$130K – – –
TF
1835
TimeScale Financial
Massachusetts
$129K – – –
WPWM
1836
Western Pacific Wealth Management
Illinois
$128K +$34.9K +126 +35%
HC
1837
Hoese & Co
Minnesota
$126K – – –
TFP
1838
Tilia Fiduciary Partners
North Carolina
$120K – – –
RTC
1839
Riverview Trust Company
Washington
$118K -$60.9K -220 -33%
PPWM
1840
PFG Private Wealth Management
Florida
$117K -$830 -3 -0.7%
JSAM
1841
J. Safra Asset Management
New York
$117K +$90.5K +327 +292%
OBWP
1842
O'Brien Wealth Partners
Massachusetts
$117K +$121K +438 New
CCA
1843
Column Capital Advisors
Indiana
$115K +$22.1K +80 +23%
TWA
1844
TCI Wealth Advisors
Arizona
$114K -$38.2K -138 -24%
BCM
1845
Bourgeon Capital Management
Connecticut
$113K – – –
SC
1846
Seldon Capital
California
$113K – – –
APF
1847
Alaska Permanent Fund
Alaska
$112K -$15.5K -56 -12%
HGERS
1848
Householder Group Estate & Retirement Specialist
Arizona
$110K -$13.8K -50 -11%
HDIM
1849
Hanson & Doremus Investment Management
Vermont
$110K – – –
TSW
1850
Thompson Siegel & Walmsley
Virginia
$110K +$40.4K +146 +55%
72 73
74
75 76