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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
1951
Bell Investment Advisors
California
$127K +$17.9K +49 +19%
SWM
1952
Selective Wealth Management
Virginia
$127K +$36.4K +100 +49%
LWA
1953
Lenox Wealth Advisors
New York
$126K +$59K +162 +113%
BCP
1954
Blue Chip Partners
Michigan
$126K +$111K +304 New
POIA
1955
Pin Oak Investment Advisors
Texas
$124K – – –
PP
1956
PrairieView Partners
Minnesota
$124K – – –
MVIP
1957
Mar Vista Investment Partners
California
$121K – – –
MA
1958
MCF Advisors
Kentucky
$119K +$9.84K +27 +10%
RWM
1959
Raffa Wealth Management
District of Columbia
$117K +$364 +1 +0.4%
AWM
1960
AllSquare Wealth Management
New York
$116K -$10.6K -29 -9%
RCA
1961
Riverview Capital Advisers
Massachusetts
$116K +$102K +279 New
GI
1962
Gradient Investments
Minnesota
$114K – – –
EWM
1963
Endurance Wealth Management
Rhode Island
$110K – – –
PCFFS
1964
Pacific Center for Financial Services
California
$110K – – –
MAM
1965
Magellan Asset Management
Australia
$109K -$18.6K -51 -16%
BAM
1966
Bellevue Asset Management
Washington
$108K – – –
EIP
1967
Ellis Investment Partners
Pennsylvania
$108K +$364 +1 +0.4%
UCB
1968
United Community Bank
South Carolina
$108K +$94.8K +260 New
SQA
1969
Simon Quick Advisors
New Jersey
$105K -$68.9K -189 -43%
WPA
1970
West Paces Advisors
Georgia
$105K -$2.55K -7 -3%
EPM
1971
Equitec Proprietary Markets
Illinois
$104K +$91.1K +250 New
RDFA
1972
Ritter Daniher Financial Advisory
Ohio
$103K +$35.7K +98 +65%
FFC
1973
First Financial Corp
Indiana
$98K -$83.1K -228 -49%
KA
1974
Kozak & Associates
Colorado
$98K – – –
PA
1975
PSI Advisors
Florida
$97K +$1.46K +4 +2%
77 78
79
80 81