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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
NEPPG
2101
New England Professional Planning Group
Rhode Island
– -$239K -701 Closed
BIC
2102
Beach Investment Counsel
Pennsylvania
– -$236K -700 Closed
IWN
2103
Independent Wealth Network
Iowa
– -$236K -700 Closed
IEFM
2104
IQ EQ Fund Management
Ireland
– -$236K -700 Closed
P
2105
Palladiem
Pennsylvania
– -$234K -693 Closed
PCA
2106
Peddock Capital Advisors
Massachusetts
– -$233K -692 Closed
NAS
2107
Nicolet Advisory Services
Wisconsin
– -$234K -691 Closed
CL
2108
Choreo LLC
Illinois
– -$232K -687 Closed
PIA
2109
Perennial Investment Advisors
California
– -$228K -683 Closed
WTB
2110
Washington Trust Bank
Washington
– -$230K -683 Closed
PWM
2111
Palumbo Wealth Management
New York
– -$229K -678 Closed
CWG
2112
Crown Wealth Group
North Carolina
– -$228K -676 Closed
FC
2113
Forte Capital
New York
– -$279K -672 Closed
RIL
2114
Rothschild Investment LLC
Illinois
– -$226K -671 Closed
AIM
2115
Axiom Investment Management
New York
– -$226K -669 Closed
HWM
2116
Hemington Wealth Management
Virginia
– -$225K -666 Closed
AG
2117
AlphaSimPlex Group
Massachusetts
– -$224K -665 Closed
JGUA
2118
John G. Ullman & Associates
New York
– -$222K -659 Closed
DBRC
2119
D.B. Root & Company
Pennsylvania
– -$220K -655 Closed
DTC
2120
Davidson Trust Company
Washington
– -$220K -654 Closed
DACG
2121
Donor Advised Charitable Giving
California
– -$221K -654 Closed
WE
2122
Wealth Effects
Massachusetts
– -$219K -649 Closed
GA
2123
GFS Advisors
Texas
– -$219K -648 Closed
FTC
2124
Farmers Trust Company
Ohio
– -$218K -647 Closed
PWM
2125
Paulson Wealth Management
Illinois
– -$218K -647 Closed
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85
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