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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
2026
Brookfield Corp
Ontario, Canada
– -$4.88M -14,487 Closed
FI
2027
Fosun International
China
– -$4.56M -13,471 Closed
LB
2028
Leo Brokerage
Texas
– -$4.39M -13,015 Closed
OLA
2029
Oliver Luxxe Assets
New Jersey
– -$4.38M -12,998 Closed
NG
2030
NWK Group
California
– -$4M -11,871 Closed
MCA
2031
Magnolia Capital Advisors
Mississippi
– -$3.9M -11,549 Closed
FCM
2032
Fortis Capital Management
Washington
– -$3.78M -11,200 Closed
GWS
2033
Glassman Wealth Services
Virginia
– -$3.6M -10,662 Closed
HF
2034
HRT Financial
New York
– -$3.58M -10,624 Closed
IRF
2035
IBM Retirement Fund
New York
– -$3.43M -10,159 Closed
FMI
2036
F/M Investments
District of Columbia
– -$2.42M -7,184 Closed
QT
2037
Quantbot Technologies
New York
– -$2.4M -7,103 Closed
CCS
2038
Concentric Capital Strategies
Connecticut
– -$2.26M -6,700 Closed
BC
2039
Breakline Capital
New York
– -$2.12M -6,274 Closed
WFA
2040
Wipfli Financial Advisors
Wisconsin
– -$2.01M -5,956 Closed
OQS
2041
Occudo Quantitative Strategies
Florida
– -$1.64M -4,862 Closed
SCM
2042
Stevens Capital Management
Pennsylvania
– -$1.6M -4,738 Closed
SIA
2043
Soltis Investment Advisors
Utah
– -$1.53M -4,544 Closed
VLC
2044
Van Leeuwen & Company
New Jersey
– -$1.47M -4,363 Closed
PCM
2045
Prana Capital Management
Connecticut
– -$1.39M -4,128 Closed
Wealth Enhancement Advisory Services
2046
Wealth Enhancement Advisory Services
Minnesota
– -$1.37M -3,967 Closed
BHTS
2047
Bar Harbor Trust Services
Maine
– -$1.29M -3,817 Closed
SIP
2048
Stoneridge Investment Partners
Pennsylvania
– -$1.25M -3,705 Closed
UBG
2049
United Bank (Georgia)
Georgia
– -$1M -2,969 Closed
TPM
2050
Triasima Portfolio Management
Quebec, Canada
– -$936K -2,775 Closed
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