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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
RWPA
2026
Richard W. Paul & Associates
Michigan
$238K -$41.4K -126 -16%
CCM
2027
Colorado Capital Management
Colorado
$238K -$11.8K -36 -5%
GHA
2028
GW Henssler & Associates
Georgia
$237K – – –
SIC
2029
SJS Investment Consulting
Ohio
$237K -$15.8K -48 -7%
AFG
2030
ABLE Financial Group
Arizona
$236K -$1.64K -5 -0.7%
FWP
2031
FAS Wealth Partners
Kansas
$235K +$218K +664 New
MIC
2032
Means Investment Company
Maine
$234K +$658 +2 +0.3%
SFG
2033
Sterling Financial Group
California
$233K +$217K +659 New
ADMI
2034
Albert D. Mason Inc
Massachusetts
$232K +$216K +657 New
FCG
2035
Fielder Capital Group
Tennessee
$232K +$216K +656 New
WIM
2036
Waverton Investment Management
United Kingdom
$232K +$216K +656 New
EC
2037
EdgeRock Capital
Colorado
$231K +$23K +70 +12%
VCM
2038
Versant Capital Management
Arizona
$231K +$33.9K +103 +19%
MIM
2039
Moseley Investment Management
Florida
$231K +$215K +654 New
SLC
2040
Second Line Capital
Louisiana
$231K +$215K +653 New
TWP
2041
Tower Wealth Partners
Pennsylvania
$231K +$215K +653 New
GCP
2042
Gill Capital Partners
Colorado
$230K +$214K +652 New
IPW
2043
Impact Partnership Wealth
Georgia
$228K -$17.4K -53 -8%
OFS
2044
Oldfather Financial Services
Nebraska
$228K +$212K +645 New
HWMC
2045
Heritage Wealth Management (California)
California
$227K – – –
BFG
2046
Berger Financial Group
Minnesota
$227K +$211K +643 New
GSIAS
2047
Garden State Investment Advisory Services
New Jersey
$227K -$7.24K -22 -3%
GSB
2048
Greenfield Savings Bank
Massachusetts
$227K +$211K +642 New
FC
2049
Financial Council
Maryland
$226K +$210K +639 New
CAM
2050
Cozad Asset Management
Illinois
$225K +$209K +637 New
80 81
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