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Accenture
ACN

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