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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
AFA
2026
AA Financial Advisors
Ohio
$247K +$9.89K +28 +4%
AWA
2027
Alta Wealth Advisors
Massachusetts
$247K +$1.06K +3 +0.4%
LWM
2028
LeConte Wealth Management
Tennessee
$247K +$279K +790 New
HWM
2029
Hohimer Wealth Management
Washington
$246K – – –
RBFC
2030
Roman Butler Fullerton & Co
Missouri
$245K -$6.71K -19 -2%
TWM
2031
TCFG Wealth Management
California
$245K -$4.24K -12 -2%
RWM
2032
RKL Wealth Management
Pennsylvania
$245K -$3.88K -11 -1%
KA
2033
Kovack Advisors
Florida
$244K +$17.7K +50 +7%
WH
2034
Willner & Heller
California
$243K +$55.1K +156 +25%
VWA
2035
Visionary Wealth Advisors
Illinois
$243K – – –
Annex Advisory Services
2036
Annex Advisory Services
Wisconsin
$242K – – –
GWM
2037
GK Wealth Management
Nevada
$242K -$78.8K -223 -22%
EB
2038
Exchange Bank
California
$242K +$14.1K +40 +5%
BWP
2039
Burling Wealth Partners
Illinois
$241K -$116K -329 -30%
VCM
2040
Vivaldi Capital Management
Illinois
$241K -$3.18K -9 -1%
LWM
2041
Lyell Wealth Management
California
$241K +$64.3K +182 +31%
CA
2042
Crumly & Associates
Illinois
$241K +$273K +772 New
WSC
2043
Wellington Shields & Co
New York
$241K +$130K +369 +92%
GWSG
2044
GPS Wealth Strategies Group
Colorado
$240K – – –
OW
2045
Olistico Wealth
Oklahoma
$240K – – –
GA
2046
Greenspring Advisors
Maryland
$240K – – –
BBNA
2047
Bremer Bank National Association
Minnesota
$240K -$21.9K -62 -7%
PWP
2048
Parkwoods Wealth Partners
New York
$239K – – –
GAG
2049
Goodman Advisory Group
Massachusetts
$239K +$271K +767 New
EWS
2050
Evergreen Wealth Solutions
Pennsylvania
$239K -$71.3K -202 -21%