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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
BSWM
1851
Boston Standard Wealth Management
Massachusetts
$226K +$872 +3 +0.4%
VCM
1852
Vivaldi Capital Management
Illinois
$226K +$213K +732 New
VAF
1853
Values Added Financial
District of Columbia
$225K +$212K +730 New
KJHP
1854
K.J. Harrison & Partners
Ontario, Canada
$225K – – –
PWM
1855
Paulson Wealth Management
Illinois
$225K +$2.03K +7 +1%
TFF
1856
The Family Firm
Maryland
$224K – – –
CWM
1857
Campbell Wealth Management
Virginia
$224K – – –
CCM
1858
Colorado Capital Management
Colorado
$224K +$872 +3 +0.4%
WC
1859
Whitney & Co
New York
$222K – – –
CNC
1860
Citizens & Northern Corp
Pennsylvania
$222K -$60.4K -208 -22%
HI
1861
Harbour Investments
Wisconsin
$222K +$19.5K +67 +10%
SFG
1862
Summit Financial Group
West Virginia
$221K – – –
MIC
1863
Means Investment Company
Maine
$221K +$2.91K +10 +1%
BOPW
1864
Brandywine Oak Private Wealth
Pennsylvania
$221K -$32.8K -113 -14%
WW
1865
Westshore Wealth
California
$220K -$2.33K -8 -1%
GPI
1866
General Partner Inc
Pennsylvania
$220K – – –
BAAM
1867
Baker Avenue Asset Management
California
$219K -$133K -459 -39%
MBTD
1868
Mechanics Bank - Trust Department
California
$219K – – –
ADMI
1869
Albert D. Mason Inc
Massachusetts
$219K – – –
MA
1870
MCF Advisors
Kentucky
$218K +$103K +355 +101%
VWA
1871
Visionary Wealth Advisors
Illinois
$218K +$1.45K +5 +0.7%
SL
1872
Sentinus LLC
Illinois
$218K -$11K -38 -5%
WMA
1873
Wealth Management Associates
New Jersey
$217K -$5.81K -20 -3%
FBT
1874
First Bank & Trust
South Dakota
$217K -$20.1K -69 -9%
ABLA
1875
Alan B. Lancz & Associates
Ohio
$216K – – –
73 74
75
76 77