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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
2026
Impact Partnership Wealth
Georgia
$212K -$172K -563 -45%
CA
2027
Continuum Advisory
Idaho
$211K +$613 +2 +0.3%
TCWA
2028
Turtle Creek Wealth Advisors
Texas
$211K +$7.35K +24 +4%
WPW
2029
Watershed Private Wealth
Illinois
$210K – – –
PCA
2030
Peddock Capital Advisors
Massachusetts
$210K – – –
GA
2031
GSG Advisors
New Jersey
$209K -$5.82K -19 -3%
SL
2032
Sentinus LLC
Illinois
$209K -$5.82K -19 -3%
SC
2033
Sierra Capital
Florida
$209K – – –
VR
2034
Valued Retirements
Texas
$208K – – –
PCMC
2035
Planning Capital Management Corporation
Pennsylvania
$208K -$8.58K -28 -4%
WF
2036
WoodTrust Financial
Wisconsin
$208K -$55.8K -182 -21%
BWM
2037
BlackDiamond Wealth Management
New York
$208K -$2.45K -8 -1%
PIA
2038
Pinion Investment Advisors
Kansas
$208K -$56.4K -184 -21%
PFSC
2039
Peoples Financial Services Corp
Pennsylvania
$208K -$1.84K -6 -0.9%
AT
2040
Avalon Trust
New Mexico
$207K -$57.3K -187 -22%
AWM
2041
Austin Wealth Management
Texas
$206K – – –
TLP
2042
Trinity Legacy Partners
Texas
$205K -$12.9K -42 -6%
HKIMG
2043
Hutchens & Kramer Investment Management Group
Indiana
$205K +$207K +677 New
AWM
2044
Atticus Wealth Management
Florida
$205K -$25.1K -82 -11%
AFG
2045
ABLE Financial Group
Arizona
$204K – – –
MW
2046
Members Wealth
Pennsylvania
$204K +$206K +674 New
TCM
2047
Traynor Capital Management
Pennsylvania
$204K +$10.1K +33 +5%
GHA
2048
GW Henssler & Associates
Georgia
$204K -$5.82K -19 -3%
TA
2049
TFB Advisors
Kansas
$204K -$16.8K -55 -8%
MPI
2050
Mairs & Power Inc
Minnesota
$204K – – –
80 81
82
83 84