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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2126
Charter Capital Management
Wisconsin
– -$264K -1,330 Closed
RDWM
2127
Red Door Wealth Management
Tennessee
– -$263K -1,328 Closed
APA
2128
Astoria Portfolio Advisors
New York
– -$235K -1,325 Closed
AA
2129
Advisory Alpha
Michigan
– -$262K -1,319 Closed
BHBT
2130
Burke & Herbert Bank & Trust
Virginia
– -$262K -1,319 Closed
TAFW
2131
Tred Avon Family Wealth
Maryland
– -$261K -1,316 Closed
YIA
2132
YHB Investment Advisors
Connecticut
– -$260K -1,310 Closed
ST
2133
Sageworth Trust
Pennsylvania
– -$259K -1,307 Closed
SIC
2134
Samalin Investment Counsel
New York
– -$259K -1,307 Closed
KCM
2135
KRS Capital Management
Michigan
– -$259K -1,306 Closed
EA
2136
Enclave Advisors
Texas
– -$258K -1,301 Closed
WT
2137
WHI Trust
Illinois
– -$258K -1,300 Closed
FWA
2138
FSM Wealth Advisors
Ohio
– -$257K -1,294 Closed
SCM
2139
Saxony Capital Management
Missouri
– -$256K -1,293 Closed
BZWA
2140
Blue Zone Wealth Advisors
California
– -$256K -1,290 Closed
GFP
2141
Gryphon Financial Partners
Ohio
– -$255K -1,288 Closed
TW
2142
Traveka Wealth
California
– -$255K -1,288 Closed
ALA
2143
Atlas Legacy Advisors
California
– -$255K -1,287 Closed
WWM
2144
Walser Wealth Management
Florida
– -$255K -1,285 Closed
GC
2145
Gilbert & Cook
Iowa
– -$254K -1,279 Closed
AIA
2146
Armor Investment Advisors
North Carolina
– -$253K -1,277 Closed
MWA
2147
Meridian Wealth Advisors
Texas
– -$253K -1,277 Closed
BMO
2148
Beck Mack & Oliver
New York
– -$252K -1,270 Closed
RCWM
2149
Royal Capital Wealth Management
Indiana
– -$251K -1,268 Closed
SFG
2150
Synergy Financial Group
California
– -$251K -1,268 Closed
84 85
86
87 88