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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMC
2151
Heritage Wealth Management (California)
California
$237K +$11.2K +31 +5%
CCM
2152
Colorado Capital Management
Colorado
$237K – – –
MWS
2153
MFA Wealth Services
California
$237K +$242K +673 New
MIS
2154
Morningstar Investment Services
Illinois
$236K -$1.13M -3,132 -82%
WFA
2155
Wellspring Financial Advisors
Ohio
$236K +$241K +670 New
ZIG
2156
Zuckerman Investment Group
Illinois
$236K – – –
CAM
2157
Cozad Asset Management
Illinois
$236K +$11.9K +33 +5%
UWPG
2158
Ullmann Wealth Partners Group
Florida
$236K +$241K +670 New
SFC
2159
Strategic Financial Concepts
Texas
$234K -$46.8K -130 -16%
AWA
2160
Aletheian Wealth Advisors
Washington
$234K -$7.56K -21 -3%
MIC
2161
Means Investment Company
Maine
$234K +$1.08K +3 +0.5%
MIM
2162
Moseley Investment Management
Florida
$234K +$3.96K +11 +2%
AC
2163
AWM Capital
Arizona
$234K +$18K +50 +8%
SFG
2164
Sterling Financial Group
California
$232K – – –
PPG
2165
Peak Planning Group
Colorado
$231K +$10.4K +29 +5%
CCFM
2166
Clear Creek Financial Management
Washington
$231K -$40.3K -112 -15%
SWM
2167
Silverlake Wealth Management
Vermont
$231K -$213K -592 -47%
ADMI
2168
Albert D. Mason Inc
Massachusetts
$231K – – –
TDB
2169
Thompson David Blair
$231K +$236K +657 New
NEPPG
2170
New England Professional Planning Group
Rhode Island
$230K +$10.4K +29 +5%
FWP
2171
FAS Wealth Partners
Kansas
$230K -$3.6K -10 -2%
SIA
2172
Sovereign Investment Advisors
Arizona
$230K +$235K +653 New
GCP
2173
Gill Capital Partners
Colorado
$229K – – –
BGAI
2174
Bruce G. Allen Investments
Colorado
$229K +$15.5K +43 +7%
FAN
2175
Financial Advisors Network
California
$229K +$235K +652 New
85 86
87
88 89