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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
S
2076
Sachetta
Massachusetts
$130K -$818K -3,218 -87%
TWD
2077
True Wealth Design
Ohio
$130K +$57.9K +228 +89%
WTA
2078
Washington Trust Advisors
Massachusetts
$127K – – –
DIP
2079
DT Investment Partners
Pennsylvania
$125K -$15K -59 -11%
GIM
2080
Groesbeck Investment Management
New Jersey
$124K +$117K +462 New
NEWAS
2081
N.E.W. Advisory Services
Wisconsin
$123K +$61K +240 +110%
SNB
2082
Security National Bank
Nebraska
$122K – – –
PB
2083
Prosperity Bancshares
Texas
$122K +$116K +456 New
FPB
2084
First PREMIER Bank
South Dakota
$122K – – –
FIA
2085
FNY Investment Advisers
New York
$120K +$114K +449 New
MHR
2086
Matthew Hamilton Rosenberg
$120K -$46.2K -182 -29%
AT
2087
Avalon Trust
New Mexico
$118K – – –
RFP
2088
Root Financial Partners
California
$117K -$65.3K -257 -37%
HNW
2089
High Note Wealth
Minnesota
$117K +$5.33K +21 +5%
GWM
2090
Gilpin Wealth Management
Colorado
$116K +$110K +432 New
SL
2091
Salomon & Ludwin
Virginia
$115K +$31K +122 +39%
CCM
2092
Copeland Capital Management
Pennsylvania
$113K -$503K -1,978 -82%
PWS
2093
Peterson Wealth Services
Utah
$113K -$10.2K -40 -9%
FC
2094
Financial Consulate
Maryland
$113K – – –
CWM
2095
Consultiva Wealth Management
Puerto Rico
$112K -$26.7K -105 -20%
1CP
2096
1015 Capital Partners
Pennsylvania
$111K +$105K +414 New
BHWM
2097
Bay Harbor Wealth Management
Maryland
$108K -$6.35K -25 -6%
FRA
2098
Front Row Advisors
California
$108K – – –
QL
2099
Quarry LP
New York
$108K +$91.2K +359 +798%
CW
2100
CrossGen Wealth
North Carolina
$108K +$103K +404 New
82 83
84
85 86