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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
1626
Voya Financial Advisors
Connecticut
$534K +$55.5K +172 +13%
CW
1627
CIC Wealth
Maryland
$531K -$6.13K -19 -1%
SC
1628
Sepio Capital
Utah
$531K +$66.1K +205 +16%
WCM
1629
Weik Capital Management
Pennsylvania
$531K – – –
ECM
1630
Elgethun Capital Management
South Dakota
$531K – – –
IPAM
1631
Investment Partners Asset Management
New Jersey
$530K +$487K +1,511 New
ACM
1632
AUA Capital Management
Pennsylvania
$526K – – –
WCM
1633
Wallace Capital Management
Texas
$526K – – –
BHBT
1634
Burke & Herbert Bank & Trust
Virginia
$525K – – –
SFB
1635
STAR Financial Bank
Indiana
$525K +$103K +318 +27%
BFA
1636
Beaumont Financial Advisors
Massachusetts
$525K +$7.74K +24 +2%
SFG
1637
SNS Financial Group
Minnesota
$525K +$8.06K +25 +2%
SWM
1638
SeaCrest Wealth Management
New York
$522K +$14.5K +45 +3%
D
1639
Diversified
Delaware
$522K +$17.1K +53 +4%
CIS
1640
Custom Index Systems
New York
$521K +$479K +1,486 New
FCB
1641
First County Bank
Connecticut
$521K -$12.9K -40 -3%
HCP
1642
Hexagon Capital Partners
Arkansas
$517K +$5.48K +17 +1%
RWI
1643
Red Wave Investments
Pennsylvania
$517K -$322 -1 -0.1%
QPW
1644
Quantum Private Wealth
Florida
$513K – – –
RA
1645
Rockingstone Advisors
Massachusetts
$512K +$470K +1,459 New
KS
1646
Karpas Strategies
Connecticut
$511K – – –
QFA
1647
Quantum Financial Advisors
California
$511K -$86.1K -267 -16%
SC
1648
Scholtz & Company
Connecticut
$509K +$467K +1,450 New
AA
1649
Apriem Advisors
California
$507K -$10.6K -33 -2%
PWA
1650
Providence Wealth Advisors
Illinois
$507K – – –
64 65
66
67 68