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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2026
Darwin Wealth Management
Florida
$234K -$69.3K -190 -22%
CWG
2027
Crown Wealth Group
North Carolina
$234K +$25.5K +70 +12%
BWG
2028
Berry Wealth Group
Texas
$234K +$246K +675 New
AFG
2029
ABLE Financial Group
Arizona
$234K -$13.8K -38 -5%
VC
2030
Vestor Capital
Illinois
$233K +$6.2K +17 +3%
CPSAC
2031
Chas P. Smith & Associates (CPS)
Florida
$233K -$62K -170 -20%
MPI
2032
Mairs & Power Inc
Minnesota
$233K -$23.7K -65 -9%
TCWA
2033
Turtle Creek Wealth Advisors
Texas
$232K +$3.28K +9 +1%
WCFA
2034
Walkner Condon Financial Advisors
Wisconsin
$232K +$13.8K +38 +6%
EMAM
2035
Encompass More Asset Management
California
$232K +$243K +668 New
ADMI
2036
Albert D. Mason Inc
Massachusetts
$231K -$12K -33 -5%
BBA
2037
Braun-Bostich & Associates
Pennsylvania
$231K +$9.48K +26 +4%
BWM
2038
BlackDiamond Wealth Management
New York
$231K +$28.8K +79 +13%
HFP
2039
Holistic Financial Partners
Indiana
$230K +$242K +663 New
GSIAS
2040
Garden State Investment Advisory Services
New Jersey
$230K – – –
CWM
2041
Campbell Wealth Management
Virginia
$229K +$241K +661 New
PA
2042
Probity Advisors
Texas
$228K -$19.7K -54 -8%
JGUA
2043
John G. Ullman & Associates
New York
$228K – – –
HWMC
2044
Heritage Wealth Management (California)
California
$228K +$1.46K +4 +0.6%
SFG
2045
Sterling Financial Group
California
$228K +$240K +659 New
BOPW
2046
Brandywine Oak Private Wealth
Pennsylvania
$228K -$25.9K -71 -10%
DWA
2047
Dougherty Wealth Advisers
Minnesota
$228K – – –
EIA
2048
Edgemoor Investment Advisors
Maryland
$227K -$72.9K -200 -23%
CNC
2049
Citizens & Northern Corp
Pennsylvania
$227K -$22.6K -62 -9%
MHR
2050
Matthew Hamilton Rosenberg
$227K +$14.2K +39 +6%
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