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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
GHA
2151
GW Henssler & Associates
Georgia
$237K – – –
SRC
2152
Sage Rhino Capital
California
$237K -$11.2K -31 -4%
HWMC
2153
Heritage Wealth Management (California)
California
$237K +$11.2K +31 +5%
CCM
2154
Colorado Capital Management
Colorado
$237K – – –
MWS
2155
MFA Wealth Services
California
$237K +$242K +673 New
MIS
2156
Morningstar Investment Services
Illinois
$236K -$1.13M -3,132 -82%
WFA
2157
Wellspring Financial Advisors
Ohio
$236K +$241K +670 New
ZIG
2158
Zuckerman Investment Group
Illinois
$236K – – –
CAM
2159
Cozad Asset Management
Illinois
$236K +$11.9K +33 +5%
UWPG
2160
Ullmann Wealth Partners Group
Florida
$236K +$241K +670 New
SFC
2161
Strategic Financial Concepts
Texas
$234K -$46.8K -130 -16%
AWA
2162
Aletheian Wealth Advisors
Washington
$234K -$7.56K -21 -3%
MIC
2163
Means Investment Company
Maine
$234K +$1.08K +3 +0.5%
MIM
2164
Moseley Investment Management
Florida
$234K +$3.96K +11 +2%
AC
2165
AWM Capital
Arizona
$234K +$18K +50 +8%
SFG
2166
Sterling Financial Group
California
$232K – – –
PPG
2167
Peak Planning Group
Colorado
$231K +$10.4K +29 +5%
CCFM
2168
Clear Creek Financial Management
Washington
$231K -$40.3K -112 -15%
SWM
2169
Silverlake Wealth Management
Vermont
$231K -$213K -592 -47%
ADMI
2170
Albert D. Mason Inc
Massachusetts
$231K – – –
TDB
2171
Thompson David Blair
$231K +$236K +657 New
NEPPG
2172
New England Professional Planning Group
Rhode Island
$230K +$10.4K +29 +5%
FWP
2173
FAS Wealth Partners
Kansas
$230K -$3.6K -10 -2%
SIA
2174
Sovereign Investment Advisors
Arizona
$230K +$235K +653 New
GCP
2175
Gill Capital Partners
Colorado
$229K – – –
85 86
87
88 89