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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
SAI
1801
Savvy Advisors Inc
New York
$381K +$106K +291 +36%
RIP
1802
RAM Investment Partners
Washington
$380K +$400K +1,097 New
AP
1803
Adero Partners
California
$380K -$55K -151 -12%
PWW
1804
Pettyjohn Wood & White
Virginia
$378K – – –
FFWA
1805
FRG Family Wealth Advisors
Washington
$377K -$32.1K -88 -7%
KFP
1806
Keystone Financial Planning
Ohio
$376K – – –
BSB
1807
Bangor Savings Bank
Maine
$375K +$7.29K +20 +2%
CFA
1808
Cahill Financial Advisors
Minnesota
$375K +$31.3K +86 +9%
EBA
1809
Eagle Bay Advisors
New York
$373K +$24.1K +66 +7%
RMAM
1810
Raab & Moskowitz Asset Management
New Jersey
$373K +$4.74K +13 +1%
CIAS
1811
CFS Investment Advisory Services
New Jersey
$372K +$36.1K +99 +10%
BHBT
1812
Burke & Herbert Bank & Trust
Virginia
$371K -$155K -426 -28%
TBC
1813
Ted Buchan & Co
California
$371K – – –
TCB
1814
Texas Capital Bancshares
Texas
$371K +$87.5K +240 +29%
PAG
1815
Paladin Advisory Group
Iowa
$370K -$54.7K -150 -12%
AWM
1816
Aviso Wealth Management
Washington
$370K +$114K +313 +42%
AFM
1817
Armstrong Fleming & Moore
District of Columbia
$369K +$729 +2 +0.2%
QCIG
1818
Quad-Cities Investment Group
Iowa
$368K – – –
GIP
1819
Greatmark Investment Partners
Georgia
$367K -$94.8K -260 -20%
RDWM
1820
Red Door Wealth Management
Tennessee
$367K -$14.6K -40 -4%
CAM
1821
CenterStar Asset Management
Illinois
$364K +$383K +1,051 New
FA
1822
Fermata Advisors
California
$364K -$58K -159 -13%
OCM
1823
One Capital Management
California
$363K +$9.48K +26 +3%
QPWM
1824
Quadrant Private Wealth Management
Pennsylvania
$363K +$12K +33 +3%
OWM
1825
OneAscent Wealth Management
Alabama
$361K – – –
71 72
73
74 75