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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
JGIA
1951
Jackson Grant Investment Advisers
Connecticut
$122K – – –
JWA
1952
JFS Wealth Advisors
Pennsylvania
$115K +$18.9K +65 +21%
ACA
1953
Atlas Capital Advisors
Wyoming
$109K – – –
WP
1954
WealthPLAN Partners
Nebraska
$103K -$1.45K -5 -1%
WOSD
1955
WFA of San Diego
California
$102K +$95.9K +330 New
RTC
1956
Riverview Trust Company
Washington
$100K +$94.2K +324 New
ODG
1957
O'Dell Group
Ohio
$99.4K +$93.6K +322 New
KA
1958
Kozak & Associates
Colorado
$98.6K – – –
SIS
1959
Sound Income Strategies
Florida
$98.4K -$581 -2 -0.6%
RWM
1960
Raffa Wealth Management
District of Columbia
$96.6K +$3.49K +12 +4%
GA
1961
GoalVest Advisory
New York
$96.6K +$89.8K +309 +7,725%
KFI
1962
Key Financial Inc
Pennsylvania
$96.3K – – –
AWM
1963
AllSquare Wealth Management
New York
$93.1K – – –
LIA
1964
Luken Investment Analytics
Tennessee
$92.6K – – –
GTAM
1965
Global Trust Asset Management
Florida
$92.3K – – –
CJL
1966
Cyrus J. Lawrence
New York
$92K – – –
PP
1967
PrairieView Partners
Minnesota
$92K – – –
LSA
1968
Lansing Street Advisors
Pennsylvania
$91.6K – – –
PA
1969
PSI Advisors
Florida
$87.5K -$1.16K -4 -1%
RDFA
1970
Ritter Daniher Financial Advisory
Ohio
$87.3K +$10.2K +35 +14%
WTG
1971
West Tower Group
Virginia
$87.3K +$82.2K +283 New
HCM
1972
Hollencrest Capital Management
California
$86.1K – – –
PMFA
1973
Plante Moran Financial Advisors
Michigan
$83.9K +$29.1K +100 +58%
AF
1974
Arrow Financial
New York
$82.4K – – –
PCFFS
1975
Pacific Center for Financial Services
California
$82.1K – – –
77 78
79
80 81