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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
BCAM
1976
Boston Common Asset Management
Massachusetts
– -$715K -3,604 Closed
BWM
1977
BAM Wealth Management
Colorado
– -$708K -3,570 Closed
NIM
1978
Northeast Investment Management
Massachusetts
– -$708K -3,570 Closed
MWA
1979
MN Wealth Advisors
Kansas
– -$707K -3,564 Closed
WCM
1980
Washington Capital Management
Washington
– -$687K -3,465 Closed
LT
1981
Legacy Trust
Michigan
– -$682K -3,438 Closed
TIM
1982
Tevis Investment Management
Texas
– -$646K -3,258 Closed
CWM
1983
Circle Wealth Management
New Jersey
– -$611K -3,080 Closed
KIA
1984
Knollwood Investment Advisory
Maryland
– -$605K -3,049 Closed
TSW
1985
Three Seasons Wealth
Utah
– -$593K -2,991 Closed
SFGP
1986
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
– -$573K -2,891 Closed
FIA
1987
Foundations Investment Advisors
Arizona
– -$570K -2,877 Closed
VAM
1988
Virtue Asset Management
Illinois
– -$568K -2,865 Closed
SC
1989
Sepio Capital
Utah
– -$565K -2,847 Closed
ET
1990
Equitable Trust
Tennessee
– -$564K -2,846 Closed
FC
1991
Farringdon Capital
United Kingdom
– -$554K -2,792 Closed
BTWM
1992
Baker Tilly Wealth Management
Wisconsin
– -$531K -2,677 Closed
CG
1993
Carmignac Gestion
France
– -$528K -2,665 Closed
ECA
1994
Elevate Capital Advisors
Colorado
– -$528K -2,661 Closed
JRPIM
1995
Journey Retirement Planning & Investment Management
Idaho
– -$515K -2,598 Closed
MFS
1996
Mirabella Financial Services
United Kingdom
– -$515K -2,596 Closed
TBWA
1997
Three Bridge Wealth Advisors
California
– -$512K -2,581 Closed
WI
1998
WrapManager Inc
California
– -$511K -2,578 Closed
LIA
1999
Limestone Investment Advisors
New York
– -$500K -2,520 Closed
AA
2000
Auxano Advisors
Washington
– -$492K -2,482 Closed
78 79
80
81 82