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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
TLP
2026
Trinity Legacy Partners
Texas
$241K -$5.26K -16 -2%
IWA
2027
IVC Wealth Advisors
Pennsylvania
$239K -$165K -502 -43%
MBTD
2028
Mechanics Bank - Trust Department
California
$239K -$19.7K -60 -8%
AWM
2029
Atticus Wealth Management
Florida
$239K – – –
RWPA
2030
Richard W. Paul & Associates
Michigan
$238K -$41.4K -126 -16%
CCM
2031
Colorado Capital Management
Colorado
$238K -$11.8K -36 -5%
GHA
2032
GW Henssler & Associates
Georgia
$237K – – –
SIC
2033
SJS Investment Consulting
Ohio
$237K -$15.8K -48 -7%
AFG
2034
ABLE Financial Group
Arizona
$236K -$1.64K -5 -0.7%
FWP
2035
FAS Wealth Partners
Kansas
$235K +$218K +664 New
MIC
2036
Means Investment Company
Maine
$234K +$658 +2 +0.3%
SFG
2037
Sterling Financial Group
California
$233K +$217K +659 New
ADMI
2038
Albert D. Mason Inc
Massachusetts
$232K +$216K +657 New
FCG
2039
Fielder Capital Group
Tennessee
$232K +$216K +656 New
WIM
2040
Waverton Investment Management
United Kingdom
$232K +$216K +656 New
EC
2041
EdgeRock Capital
Colorado
$231K +$23K +70 +12%
VCM
2042
Versant Capital Management
Arizona
$231K +$33.9K +103 +19%
MIM
2043
Moseley Investment Management
Florida
$231K +$215K +654 New
SLC
2044
Second Line Capital
Louisiana
$231K +$215K +653 New
TWP
2045
Tower Wealth Partners
Pennsylvania
$231K +$215K +653 New
GCP
2046
Gill Capital Partners
Colorado
$230K +$214K +652 New
IPW
2047
Impact Partnership Wealth
Georgia
$228K -$17.4K -53 -8%
OFS
2048
Oldfather Financial Services
Nebraska
$228K +$212K +645 New
HWMC
2049
Heritage Wealth Management (California)
California
$227K – – –
BFG
2050
Berger Financial Group
Minnesota
$227K +$211K +643 New
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