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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1926
Harbour Investments
Wisconsin
$204K -$17.3K -55 -8%
CAM
1927
Cozad Asset Management
Illinois
$203K -$25.2K -80 -11%
OA
1928
Operose Advisors
Wisconsin
$203K +$208K +661 New
HWM
1929
Hohimer Wealth Management
Washington
$203K – – –
PFGIA
1930
Patriot Financial Group Insurance Agency
Massachusetts
$202K -$3.47K -11 -2%
JGUA
1931
John G. Ullman & Associates
New York
$202K – – –
WE
1932
Wealth Effects
Massachusetts
$202K – – –
DWA
1933
Dougherty Wealth Advisers
Minnesota
$202K – – –
GCP
1934
Gill Capital Partners
Colorado
$202K +$1.89K +6 +0.9%
TA
1935
TrueWealth Advisors
Alabama
$202K -$630 -2 -0.3%
PCM
1936
Prelude Capital Management
New York
$201K +$206K +655 New
SPI
1937
Santori & Peters Inc
Pennsylvania
$200K -$73.4K -233 -26%
MHR
1938
Matthew Hamilton Rosenberg
$193K +$13.9K +44 +8%
RA
1939
Rational Advisors
New York
$188K -$59.2K -188 -24%
SVCP
1940
Silicon Valley Capital Partners
California
$184K +$630 +2 +0.3%
OC
1941
Oakworth Capital
Alabama
$183K -$23K -73 -11%
RFA
1942
Resurgent Financial Advisors
Georgia
$182K -$61.1K -194 -25%
CMP
1943
Coston McIsaac & Partners
Maine
$179K -$3.15K -10 -2%
RFG
1944
RFP Financial Group
Georgia
$178K – – –
VCM
1945
Versant Capital Management
Arizona
$178K +$4.73K +15 +3%
TAM
1946
Tucker Asset Management
Colorado
$173K +$18.6K +59 +12%
WPWM
1947
Western Pacific Wealth Management
Illinois
$167K – – –
GWSA
1948
Global Wealth Strategies & Associates
Colorado
$163K – – –
CSWM
1949
Cassady Schiller Wealth Management
Ohio
$162K +$8.51K +27 +5%
BCP
1950
Blue Chip Partners
Michigan
$154K -$9.45K -30 -6%
76 77
78
79 80