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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1726
Basecamp Wealth Advisors
Washington
$360K +$340K +1,340 New
BHBT
1727
Burke & Herbert Bank & Trust
Virginia
$359K +$70.1K +276 +26%
AFAS
1728
Acorn Financial Advisory Services
Virginia
$359K -$11.9K -47 -3%
MA
1729
MJP Associates
Connecticut
$357K +$73.7K +290 +28%
SIC
1730
Samalin Investment Counsel
New York
$357K -$54.9K -216 -14%
SB
1731
Strategic Blueprint
Georgia
$356K -$54.6K -215 -14%
RYIA
1732
Roehl & Yi Investment Advisors
Oregon
$356K -$31K -122 -2%
MFWP
1733
Mosaic Family Wealth Partners
Missouri
$356K +$3.81K +15 +1%
PWA
1734
Providence Wealth Advisors
Illinois
$354K – – –
BW
1735
Blalock Williams
Alabama
$354K +$112K +442 +50%
SFO
1736
Stokes Family Office
Louisiana
$354K +$335K +1,318 New
IP
1737
Ignite Planners
California
$354K +$30.7K +121 +10%
KCM
1738
KRS Capital Management
Michigan
$353K -$12.7K -50 -4%
TCA
1739
Trifecta Capital Advisors
Illinois
$353K -$36.8K -145 -10%
IA
1740
Insight Advisors
Pennsylvania
$353K -$6.86K -27 -2%
C
1741
Covestor
United Kingdom
$350K +$18.5K +73 +6%
BZWA
1742
Blue Zone Wealth Advisors
California
$349K – – –
WT
1743
WHI Trust
Illinois
$349K +$330K +1,300 New
HI
1744
Human Investing
Oregon
$349K -$32.8K -129 -9%
SPF
1745
South Plains Financial
Texas
$348K -$10.9K -43 -3%
HWP
1746
Hibernia Wealth Partners
Louisiana
$348K +$329K +1,296 New
TFIPS
1747
Towarzystwo Funduszy Inwestycyjnych PZU SA
$347K +$16.5K +65 +5%
MMCM
1748
Murphy & Mullick Capital Management
New York
$347K +$508 +2 +0.2%
WC
1749
Wynn Capital
Georgia
$347K -$31K -122 -9%
5NPW
1750
55 North Private Wealth
Florida
$346K +$328K +1,291 New
68 69
70
71 72