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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
2026
HCR Wealth Advisors
California
$223K – – –
DWM
2027
Darwin Wealth Management
Florida
$223K -$15.8K -52 -7%
MHC
2028
May Hill Capital
Massachusetts
$223K +$227K +746 New
SAM
2029
Strive Asset Management
Ohio
$223K -$207K -679 -48%
CWP
2030
CFM Wealth Partners
Texas
$223K – – –
ACI
2031
Alpha Cubed Investments
California
$222K +$13.7K +45 +6%
BBA
2032
Braun-Bostich & Associates
Pennsylvania
$222K +$6.09K +20 +3%
HBS
2033
Howard Bailey Securities
Indiana
$221K +$225K +740 New
VCM
2034
Vivaldi Capital Management
Illinois
$221K -$10.4K -34 -4%
ECAM
2035
East Coast Asset Management
Massachusetts
$220K – – –
CAGAS
2036
Capital Advisory Group Advisory Services
Minnesota
$220K – – –
CA
2037
Crumly & Associates
Illinois
$219K -$11.6K -38 -5%
LEA
2038
Legacy Edge Advisors
New York
$219K +$1.52K +5 +0.7%
LCM
2039
LCM Capital Management
Illinois
$219K -$4.87K -16 -2%
PCMC
2040
Paragon Capital Management (Colorado)
Colorado
$219K -$1.22K -4 -0.5%
CCM
2041
Colorado Capital Management
Colorado
$219K +$914 +3 +0.4%
GCP
2042
Gill Capital Partners
Colorado
$217K -$7.61K -25 -3%
FNWA
2043
Financial Network Wealth Advisors
Utah
$217K +$22.5K +74 +11%
RBC
2044
Roble Belko & Company
Pennsylvania
$217K – – –
SSC
2045
Syverson Strege & Co
Iowa
$216K +$220K +723 New
PMFA
2046
Plante Moran Financial Advisors
Michigan
$216K +$48.7K +160 +29%
BFWA
2047
Benchmark Financial Wealth Advisors
Florida
$215K -$5.79K -19 -3%
SAM
2048
SP Asset Management
California
$215K +$914 +3 +0.4%
RWP
2049
Revolve Wealth Partners
New Jersey
$215K -$59.4K -195 -21%
MLA
2050
My Legacy Advisors
Oregon
$215K -$60K -197 -21%
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