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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1951
FMFE Wealth Management
New York
$269K +$247K +767 New
SFG
1952
Sunburst Financial Group
Alabama
$269K +$247K +766 New
AA
1953
Advisory Alpha
Michigan
$267K +$245K +761 New
KFP
1954
KMG Fiduciary Partners
Ohio
$267K +$9.35K +29 +4%
GKWIM
1955
Gerber Kawasaki Wealth & Investment Management
California
$267K +$245K +759 New
WE
1956
Wealth Effects
Massachusetts
$266K +$31.9K +99 +15%
AWM
1957
Aviso Wealth Management
Washington
$264K +$243K +753 New
KA
1958
Kovack Advisors
Florida
$264K +$242K +751 New
AAS
1959
Annex Advisory Services
Wisconsin
$263K +$645 +2 +0.3%
RVPG
1960
Relative Value Partners Group
$262K +$5.16K +16 +2%
KJHP
1961
K.J. Harrison & Partners
Ontario, Canada
$262K +$241K +746 New
CAM
1962
Claret Asset Management
Quebec, Canada
$261K +$1.93K +6 +0.8%
AF
1963
Apexium Financial
Texas
$261K +$240K +743 New
NCFG
1964
New Century Financial Group
New Jersey
$260K +$239K +741 New
SIAP
1965
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$260K – – –
HI
1966
Harbour Investments
Wisconsin
$260K +$25.1K +78 +12%
NPT
1967
Nixon Peabody Trust
Massachusetts
$260K +$239K +740 New
ECAM
1968
East Coast Asset Management
Massachusetts
$259K – – –
MPI
1969
Mairs & Power Inc
Minnesota
$258K +$3.22K +10 +1%
BOPW
1970
Brandywine Oak Private Wealth
Pennsylvania
$256K +$11K +34 +5%
LEA
1971
Legacy Edge Advisors
New York
$255K +$234K +727 New
TFF
1972
The Family Firm
Maryland
$255K – – –
TLP
1973
Trinity Legacy Partners
Texas
$254K -$9.67K -30 -4%
TNB
1974
Thomasville National Bank
Georgia
$253K +$2.26K +7 +1%
BFG
1975
Berger Financial Group
Minnesota
$253K +$232K +720 New
77 78
79
80 81