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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
2026
Alera Investment Advisors
Illinois
– -$207K -747 Closed
SVWAG
2027
Sound View Wealth Advisors Group
Georgia
– -$207K -747 Closed
ECAM
2028
East Coast Asset Management
Massachusetts
– -$205K -737 Closed
TL
2029
Tradewinds LLC
North Carolina
– -$204K -736 Closed
AWA
2030
Amplius Wealth Advisors
Pennsylvania
– -$203K -734 Closed
CWM
2031
Centric Wealth Management
Illinois
– -$204K -733 Closed
KFP
2032
KMG Fiduciary Partners
Ohio
– -$204K -733 Closed
WA
2033
Wealthstream Advisors
New York
– -$203K -733 Closed
CWM
2034
Campbell Wealth Management
Virginia
– -$202K -726 Closed
CRWM
2035
Castle Rock Wealth Management
California
– -$202K -725 Closed
CPC
2036
Consolidated Planning Corp
Georgia
– -$201K -725 Closed
DOA
2037
D'Orazio & Associates
Virginia
– -$201K -724 Closed
WC
2038
Whitney & Co
New York
– -$200K -721 Closed
BCA
2039
Bay Colony Advisors
Massachusetts
– -$213K -695 Closed
GLLW
2040
Graves Light Lenhart Wealth
Virginia
– -$192K -690 Closed
PFGIA
2041
Patriot Financial Group Insurance Agency
Massachusetts
– -$165K -596 Closed
CFA
2042
CWS Financial Advisors
Michigan
– -$152K -546 Closed
SCA
2043
Sander Capital Advisors
Washington
– -$144K -519 Closed
AIM
2044
ARK Investment Management
Florida
– -$152K -510 Closed
AIL
2045
AGF Investments LLC
Ontario, Canada
– -$136K -490 Closed
OBWP
2046
O'Brien Wealth Partners
Massachusetts
– -$136K -490 Closed
SFG
2047
Steward Financial Group
Texas
– -$122K -443 Closed
COCM
2048
Charter Oak Capital Management
New Hampshire
– -$118K -425 Closed
MS
2049
Mizuho Securities
Japan
– -$166K -400 Closed
SWM
2050
Scissortail Wealth Management
Oklahoma
– -$157K -378 Closed
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