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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
LWANC
2026
Laurel Wealth Advisors (North Carolina)
North Carolina
$30.9K – – –
SIS
2027
Strategic Investment Solutions
Illinois
$30.2K – – –
IRAG
2028
Investment Research & Advisory Group
Georgia
$29.9K – – –
OLVIG
2029
Oliver Lagore Vanvalin Investment Group
Michigan
$29.9K – – –
HWA
2030
HHM Wealth Advisors
Tennessee
$29.6K -$18.9K -65 -40%
LFA
2031
Legend Financial Advisors
Pennsylvania
$28.1K – – –
MVIP
2032
Mar Vista Investment Partners
California
$28K – – –
SF
2033
Safeguard Financial
Wisconsin
$28K +$26.7K +92 New
AA
2034
AlphaMark Advisors
Kentucky
$27K – – –
TFGT
2035
TS Financial Group (TSFG)
Illinois
$26K -$3.2K -11 -11%
FCG
2036
Financial Connections Group
California
$26K – – –
BBPWM
2037
Blue Bell Private Wealth Management
Pennsylvania
$23.5K – – –
CNBTD
2038
Citizens National Bank Trust Department
Mississippi
$23.1K – – –
NC
2039
NewSquare Capital
Pennsylvania
$23.1K +$11.9K +41 +121%
TC
2040
Tacita Capital
Ontario, Canada
$23K – – –
CMA
2041
Cedar Mountain Advisors
Oregon
$22.5K +$1.16K +4 +6%
MWM
2042
Mascoma Wealth Management
New Hampshire
$22.1K -$23.8K -82 -54%
NMG
2043
New Millennium Group
Utah
$21.6K – – –
CYG
2044
Clean Yield Group
Vermont
$21.3K – – –
SN
2045
Sittner & Nelson
Oregon
$21K – – –
PFG
2046
Piershale Financial Group
Illinois
$20.4K – – –
VAG
2047
VisionPoint Advisory Group
Texas
$20.1K -$230K -793 -92%
CT
2048
Clearstead Trust
Maine
$20.1K – – –
NSG
2049
Nalls Sherbakoff Group
Tennessee
$19.9K – – –
TAIM
2050
TD Ameritrade Investment Management
Nebraska
$17K -$4.65K -16 -23%
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