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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
2076
Waypoint Wealth Partners
California
$209K +$192K +596 New
TA
2077
TrueWealth Advisors
Alabama
$209K -$19.7K -61 -9%
CBA
2078
Coastal Bridge Advisors
Connecticut
$208K +$191K +593 New
BEAM
2079
Baker Ellis Asset Management
Washington
$207K +$190K +590 New
LWM
2080
Lyell Wealth Management
California
$207K +$190K +590 New
MBTD
2081
Mechanics Bank - Trust Department
California
$207K -$38.7K -120 -17%
FFG
2082
Frisch Financial Group
New York
$207K +$190K +589 New
BCM
2083
Boltwood Capital Management
California
$206K +$190K +588 New
CRIG
2084
Charter Research & Investment Group
Connecticut
$206K +$189K +587 New
MPM
2085
Meritage Portfolio Management
Kansas
$205K +$189K +585 New
SCA
2086
Southern Capital Advisors
Tennessee
$205K +$188K +583 New
PPWM
2087
PFG Private Wealth Management
Florida
$203K +$108K +336 +138%
ACS
2088
Archford Capital Strategies
Illinois
$203K +$187K +579 New
FTC
2089
Farmers Trust Company
Ohio
$202K +$185K +575 New
HC
2090
Henshaw Capital
Massachusetts
$201K +$185K +574 New
VCM
2091
Versant Capital Management
Arizona
$198K -$4.84K -15 -3%
KFS
2092
Kelly Financial Services
Massachusetts
$193K +$15.8K +49 +10%
BGAI
2093
Bruce G. Allen Investments
Colorado
$192K +$177K +548 New
GWSA
2094
Global Wealth Strategies & Associates
Colorado
$187K – – –
CSWM
2095
Cassady Schiller Wealth Management
Ohio
$186K – – –
WPWM
2096
Western Pacific Wealth Management
Illinois
$184K -$5.8K -18 -3%
FCAS
2097
First Command Advisory Services
Texas
$179K +$19.3K +60 +13%
SWM
2098
Sugarloaf Wealth Management
Georgia
$179K +$6.77K +21 +4%
JWA
2099
JFS Wealth Advisors
Pennsylvania
$177K +$7.42K +23 +5%
BCP
2100
Blue Chip Partners
Michigan
$177K +$322 +1 +0.2%
82 83
84
85 86