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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
2026
Strategic Investment Solutions
Illinois
$30.2K – – –
IRAG
2027
Investment Research & Advisory Group
Georgia
$29.9K – – –
OLVIG
2028
Oliver Lagore Vanvalin Investment Group
Michigan
$29.9K – – –
HWA
2029
HHM Wealth Advisors
Tennessee
$29.6K -$18.9K -65 -40%
LFA
2030
Legend Financial Advisors
Pennsylvania
$28.1K – – –
MVIP
2031
Mar Vista Investment Partners
California
$28K – – –
SF
2032
Safeguard Financial
Wisconsin
$28K +$26.7K +92 New
AA
2033
AlphaMark Advisors
Kentucky
$27K – – –
TFGT
2034
TS Financial Group (TSFG)
Illinois
$26K -$3.2K -11 -11%
FCG
2035
Financial Connections Group
California
$26K – – –
BBPWM
2036
Blue Bell Private Wealth Management
Pennsylvania
$23.5K – – –
CNBTD
2037
Citizens National Bank Trust Department
Mississippi
$23.1K – – –
NC
2038
NewSquare Capital
Pennsylvania
$23.1K +$11.9K +41 +121%
TC
2039
Tacita Capital
Ontario, Canada
$23K – – –
CMA
2040
Cedar Mountain Advisors
Oregon
$22.5K +$1.16K +4 +6%
MWM
2041
Mascoma Wealth Management
New Hampshire
$22.1K -$23.8K -82 -54%
NMG
2042
New Millennium Group
Utah
$21.6K – – –
CYG
2043
Clean Yield Group
Vermont
$21.3K – – –
SN
2044
Sittner & Nelson
Oregon
$21K – – –
PFG
2045
Piershale Financial Group
Illinois
$20.4K – – –
VAG
2046
VisionPoint Advisory Group
Texas
$20.1K -$230K -793 -92%
CT
2047
Clearstead Trust
Maine
$20.1K – – –
NSG
2048
Nalls Sherbakoff Group
Tennessee
$19.9K – – –
TAIM
2049
TD Ameritrade Investment Management
Nebraska
$17K -$4.65K -16 -23%
RAM
2050
Riggs Asset Management
Pennsylvania
$17K -$9.01K -31 -36%
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