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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
GSIAS
2051
Garden State Investment Advisory Services
New Jersey
$201K – – –
SAW
2052
Signal Advisors Wealth
Michigan
$201K -$725K -2,368 -78%
CWM
2053
Campbell Wealth Management
Virginia
$201K – – –
JCM
2054
Jacobsen Capital Management
Utah
$201K -$86.1K -281 -30%
MIC
2055
Means Investment Company
Maine
$200K -$14.4K -47 -7%
DWA
2056
Dougherty Wealth Advisers
Minnesota
$200K – – –
QL
2057
Quarry LP
New York
$198K +$154K +504 +341%
KFS
2058
Kelly Financial Services
Massachusetts
$196K +$18.4K +60 +10%
HWMC
2059
Heritage Wealth Management (California)
California
$195K -$4.9K -16 -2%
BWL
2060
Bogart Wealth LLC
Virginia
$188K -$4.15M -13,541 -96%
BGAI
2061
Bruce G. Allen Investments
Colorado
$185K +$26K +85 +16%
PPWM
2062
PFG Private Wealth Management
Florida
$184K +$8.58K +28 +5%
CMP
2063
Coston McIsaac & Partners
Maine
$183K – – –
FMTCOCP
2064
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$181K -$5.21K -17 -3%
EC
2065
EdgeRock Capital
Colorado
$177K +$179K +584 New
SWM
2066
Sugarloaf Wealth Management
Georgia
$176K +$919 +3 +0.5%
PP
2067
PrairieView Partners
Minnesota
$175K +$177K +577 New
HBW
2068
Hazlett, Burt & Watson
West Virginia
$171K +$306 +1 +0.2%
WTA
2069
Washington Trust Advisors
Massachusetts
$170K -$39.8K -130 -19%
VCM
2070
Versant Capital Management
Arizona
$167K +$7.66K +25 +5%
GWSA
2071
Global Wealth Strategies & Associates
Colorado
$167K +$22.7K +74 +16%
CSWM
2072
Cassady Schiller Wealth Management
Ohio
$162K – – –
MWA
2073
Moser Wealth Advisors
Washington
$162K +$32.2K +105 +24%
AT
2074
Arlington Trust
Alabama
$158K -$104K -338 -39%
FCAS
2075
First Command Advisory Services
Texas
$158K -$120K -393 -43%
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83
84 85