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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2026
RKL Wealth Management
Pennsylvania
$245K -$3.88K -11 -1%
KA
2027
Kovack Advisors
Florida
$244K +$17.7K +50 +7%
WH
2028
Willner & Heller
California
$243K +$55.1K +156 +25%
VWA
2029
Visionary Wealth Advisors
Illinois
$243K – – –
AAS
2030
Annex Advisory Services
Wisconsin
$242K – – –
GWM
2031
GK Wealth Management
Nevada
$242K -$78.8K -223 -22%
EB
2032
Exchange Bank
California
$242K +$14.1K +40 +5%
BWP
2033
Burling Wealth Partners
Illinois
$241K -$116K -329 -30%
VCM
2034
Vivaldi Capital Management
Illinois
$241K -$3.18K -9 -1%
LWM
2035
Lyell Wealth Management
California
$241K +$64.3K +182 +31%
CA
2036
Crumly & Associates
Illinois
$241K +$273K +772 New
WSC
2037
Wellington Shields & Co
New York
$241K +$130K +369 +92%
GWSG
2038
GPS Wealth Strategies Group
Colorado
$240K – – –
OW
2039
Olistico Wealth
Oklahoma
$240K – – –
GA
2040
Greenspring Advisors
Maryland
$240K – – –
BBNA
2041
Bremer Bank National Association
Minnesota
$240K -$21.9K -62 -7%
PWP
2042
Parkwoods Wealth Partners
New York
$239K – – –
GAG
2043
Goodman Advisory Group
Massachusetts
$239K +$271K +767 New
EWS
2044
Evergreen Wealth Solutions
Pennsylvania
$239K -$71.3K -202 -21%
DA
2045
Drake & Associates
Wisconsin
$239K – – –
DCA
2046
DSG Capital Advisors
Minnesota
$239K – – –
TF
2047
Trek Financial
Arizona
$238K -$101K -285 -27%
S
2048
Sunpointe
Missouri
$238K -$40.3K -114 -13%
PSB
2049
Piscataqua Savings Bank
New Hampshire
$236K -$2.47K -7 -0.9%
DI
2050
Disciplined Investors
Texas
$235K – – –
80 81
82
83 84