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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2026
Strategy Asset Managers
California
– -$470K -2,371 Closed
MHIC
2027
Marble Harbor Investment Counsel
Massachusetts
– -$466K -2,350 Closed
MCCP
2028
Mission Creek Capital Partners
California
– -$463K -2,335 Closed
WC
2029
Wolfstich Capital
Massachusetts
– -$453K -2,292 Closed
TSS
2030
Two Sigma Securities
New York
– -$449K -2,265 Closed
ERIC
2031
Eagle Rock Investment Company
Georgia
– -$441K -2,225 Closed
NSAM
2032
North Star Asset Management
Wisconsin
– -$441K -2,224 Closed
LCWP
2033
Legacy Capital Wealth Partners
Arkansas
– -$439K -2,212 Closed
CFSG
2034
Clark Financial Services Group
Missouri
– -$432K -2,179 Closed
MAM
2035
Martingale Asset Management
Massachusetts
– -$430K -2,169 Closed
CGFA
2036
Colton Groome Financial Advisors
North Carolina
– -$430K -2,167 Closed
DOA
2037
D'Orazio & Associates
Virginia
– -$430K -2,167 Closed
AI
2038
Atom Investors
Texas
– -$428K -2,159 Closed
LRWM
2039
Lord & Richards Wealth Management
Colorado
– -$427K -2,154 Closed
GSB
2040
Greenfield Savings Bank
Massachusetts
– -$423K -2,133 Closed
WWM
2041
Western Wealth Management
Colorado
– -$423K -2,132 Closed
EFG
2042
Elevated Financial Group
Indiana
– -$418K -2,109 Closed
NSB
2043
Norway Savings Bank
Maine
– -$417K -2,101 Closed
FBT
2044
First Bankers Trust
Kentucky
– -$415K -2,092 Closed
LD
2045
Lipe & Dalton
New York
– -$412K -2,077 Closed
TWM
2046
TRB Wealth Management
Texas
– -$409K -2,065 Closed
PCA
2047
Purkiss Capital Advisors
Connecticut
– -$405K -2,040 Closed
CL
2048
CVFG LLC
Indiana
– -$404K -2,039 Closed
QFA
2049
Quantum Financial Advisors
California
– -$403K -2,034 Closed
NP
2050
NorthRock Partners
Minnesota
– -$402K -2,028 Closed
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