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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
2026
GSG Advisors
New Jersey
$236K +$20K +55 +8%
RVPG
2027
Relative Value Partners Group
$235K -$36.1K -99 -13%
AFS
2028
Axiom Financial Strategies
Indiana
$235K -$2.92K -8 -1%
PCS
2029
Private Client Services
Kentucky
$235K +$247K +678 New
DWM
2030
Darwin Wealth Management
Florida
$234K -$69.3K -190 -22%
CWG
2031
Crown Wealth Group
North Carolina
$234K +$25.5K +70 +12%
BWG
2032
Berry Wealth Group
Texas
$234K +$246K +675 New
AFG
2033
ABLE Financial Group
Arizona
$234K -$13.8K -38 -5%
VC
2034
Vestor Capital
Illinois
$233K +$6.2K +17 +3%
CPSAC
2035
Chas P. Smith & Associates (CPS)
Florida
$233K -$62K -170 -20%
MPI
2036
Mairs & Power Inc
Minnesota
$233K -$23.7K -65 -9%
TCWA
2037
Turtle Creek Wealth Advisors
Texas
$232K +$3.28K +9 +1%
WCFA
2038
Walkner Condon Financial Advisors
Wisconsin
$232K +$13.8K +38 +6%
EMAM
2039
Encompass More Asset Management
California
$232K +$243K +668 New
ADMI
2040
Albert D. Mason Inc
Massachusetts
$231K -$12K -33 -5%
BBA
2041
Braun-Bostich & Associates
Pennsylvania
$231K +$9.48K +26 +4%
BWM
2042
BlackDiamond Wealth Management
New York
$231K +$28.8K +79 +13%
HFP
2043
Holistic Financial Partners
Indiana
$230K +$242K +663 New
GSIAS
2044
Garden State Investment Advisory Services
New Jersey
$230K – – –
CWM
2045
Campbell Wealth Management
Virginia
$229K +$241K +661 New
PA
2046
Probity Advisors
Texas
$228K -$19.7K -54 -8%
JGUA
2047
John G. Ullman & Associates
New York
$228K – – –
HWMC
2048
Heritage Wealth Management (California)
California
$228K +$1.46K +4 +0.6%
SFG
2049
Sterling Financial Group
California
$228K +$240K +659 New
BOPW
2050
Brandywine Oak Private Wealth
Pennsylvania
$228K -$25.9K -71 -10%
80 81
82
83 84