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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
TFGT
2026
TS Financial Group (TSFG)
Illinois
$16K – – –
CB
2027
CNB Bank
Pennsylvania
$16K +$15.9K +47 New
IAS
2028
IMA Advisory Services
Colorado
$15K – – –
MWA
2029
Moser Wealth Advisors
Washington
$15K – – –
GA
2030
GoalVest Advisory
New York
$15K +$14.8K +44 New
AWM
2031
Avondale Wealth Management
Texas
$13K +$13.5K +40 New
GC
2032
Globeflex Capital
California
$12K -$1.01K -3 -8%
CA
2033
Centerpoint Advisors
Massachusetts
$11K – – –
RG
2034
Retirement Group
California
$11K +$2.36K +7 +27%
DBG
2035
De Burlo Group
Massachusetts
$10.1K +$10.1K +30 New
RCM
2036
Raleigh Capital Management
North Carolina
$9K -$2.02K -6 -18%
AP
2037
Atwood & Palmer
Missouri
$9K – – –
OCM
2038
Orion Capital Management
California
$9K – – –
ECM
2039
Estabrook Capital Management
New York
$8.77K +$2.7K +8 +44%
HWA
2040
HHM Wealth Advisors
Tennessee
$8K -$16.9K -50 -67%
CFD
2041
Creative Financial Designs
Indiana
$8K -$5.73K -17 -43%
CWM
2042
Cedar Wealth Management
California
$8K – – –
PK
2043
Pflug Koory
Nebraska
$8K – – –
EFS
2044
Econ Financial Services
Pennsylvania
$7K – – –
HWM
2045
HighMark Wealth Management
Minnesota
$7K – – –
SA
2046
SRH Advisors
Kansas
$7K – – –
TH
2047
TCTC Holdings
Texas
$5K -$300K -890 -98%
LIM
2048
Longfellow Investment Management
Massachusetts
$5K – – –
WR
2049
WD Rutherford
Oregon
$5K – – –
MFT
2050
Moisand Fitzgerald Tamayo
Florida
$5K +$5.06K +15 New
80 81
82
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