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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
1901
Longfellow Investment Management
Massachusetts
$6K – – –
VNIM
1902
Vaughan Nelson Investment Management
Texas
$5K -$143M -440,874 -100%
HDIM
1903
Hanson & Doremus Investment Management
Vermont
$5K -$39K -120 -88%
TVWM
1904
Tower View Wealth Management
Wisconsin
$5K -$5.21K -16 -50%
WR
1905
WD Rutherford
Oregon
$5K – – –
AFS
1906
Annapolis Financial Services
Maryland
$4K -$11.4K -35 -73%
APC
1907
Aspire Private Capital
North Carolina
$4K – – –
BBHC
1908
Brown Brothers Harriman & Co
New York
$3.88K +$51.4K +158 +1%
WWM
1909
Wolff Wiese Magana
California
$3K -$325 -1 -9%
BHWM
1910
Bay Harbor Wealth Management
Maryland
$3K – – –
GC
1911
Globeflex Capital
California
$3K – – –
JIR
1912
James Investment Research
Ohio
$3K – – –
SSC
1913
Syverson Strege & Co
Iowa
$3K +$3.25K +10 New
GFPC
1914
Global Financial Private Client
Florida
$2.92K – – –
CCC
1915
Crescent Capital Consulting
Louisiana
$2K -$358K -1,100 -99%
CS
1916
Candriam SCA
Luxembourg
$2K +$651 +2 +50%
MG
1917
MilWealth Group
Wisconsin
$1.6K +$1.63K +5 New
LTI
1918
Laffer Tengler Investments
Tennessee
$1.6K +$1.63K +5 New
CI
1919
Cordant Inc
Oregon
$1K +$976 +3 New
VR
1920
Viridian RIA
Washington
$320 +$121K +371 New
WIM
1921
Westside Investment Management
California
$27 – – –
PI
1922
PineBridge Investments
New York
– -$69.6M -235,995 Closed
SCM
1923
Smead Capital Management
Arizona
– -$28.8M -97,845 Closed
II
1924
IFM Investors
Australia
– -$24.8M -84,025 Closed
B
1925
BP
United Kingdom
– -$21.4M -72,520 Closed
75 76
77
78 79