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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
PMIM
2026
Prudent Man Investment Management
Colorado
$70.4K – – –
STB
2027
S&T Bank
Pennsylvania
$70K -$3.39K -13 -4%
GTAM
2028
Global Trust Asset Management
Florida
$67.1K -$11.5K -44 -14%
PCFFS
2029
Pacific Center for Financial Services
California
$65.6K – – –
BAM
2030
Bellevue Asset Management
Washington
$64.4K – – –
WIM
2031
Westside Investment Management
California
$64.3K -$1.82K -7 -3%
RWM
2032
Raffa Wealth Management
District of Columbia
$64.1K -$21.1K -81 -24%
CFD
2033
Creative Financial Designs
Indiana
$63.6K -$3.65K -14 -5%
RFS
2034
Richardson Financial Services
Massachusetts
$63.1K +$42.2K +162 +172%
TWD
2035
True Wealth Design
Ohio
$63K +$51.9K +199 +355%
QWM
2036
Quaker Wealth Management
New Jersey
$62.1K +$1.3K +5 +2%
OAJ
2037
Ogorek Anthony Joseph
New York
$61K +$6.78K +26 +12%
EPIME
2038
Evelyn Partners Investment Management (Europe)
$60.4K – – –
CA
2039
Crewe Advisors
Utah
$60.4K +$63.9K +245 New
AAG
2040
Armstrong Advisory Group
Massachusetts
$60.2K – – –
RWM
2041
Rialto Wealth Management
New York
$59.4K -$1.82K -7 -3%
SCA
2042
Stuart Chaussee & Associates
California
$58.9K – – –
AG
2043
AmeriFlex Group
Nevada
$58K +$40.7K +156 +197%
JWM
2044
JPL Wealth Management
Colorado
$58K +$61.3K +235 New
BIM
2045
Breakwater Investment Management
Washington
$57.7K +$522 +2 +0.9%
PWM
2046
Peck Wealth Management
New York
$57.7K +$61K +234 New
MTIC
2047
Missouri Trust & Investment Company
Missouri
$55.7K – – –
KA
2048
Kozak & Associates
Colorado
$55.5K – – –
CNBTD
2049
Citizens National Bank Trust Department
Mississippi
$55.5K – – –
FP
2050
Financial Perspectives
Minnesota
$54.7K – – –
80 81
82
83 84