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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
RYIA
1976
Roehl & Yi Investment Advisors
Oregon
– -$330K -5,649 Closed
EW
1977
Evoke Wealth
California
– -$1.11M -5,588 Closed
GAFA
1978
Garton & Associates Financial Advisors
Kentucky
– -$1.09M -5,522 Closed
CI
1979
Capital International
California
– -$1.09M -5,500 Closed
AC
1980
Arjuna Capital
North Carolina
– -$1.09M -5,498 Closed
WA
1981
Wealth Alliance
New York
– -$1.08M -5,430 Closed
CHWM
1982
Cauble & Harre Wealth Management
Missouri
– -$920K -5,420 Closed
BCP
1983
Blackhawk Capital Partners
Wisconsin
– -$1.07M -5,383 Closed
Twin Tree Management
1984
Twin Tree Management
Texas
– -$888K -5,113 Closed
BHPW
1985
Beverly Hills Private Wealth
California
– -$992K -5,001 Closed
VAG
1986
VisionPoint Advisory Group
Texas
– -$912K -4,597 Closed
CBA
1987
Coastal Bridge Advisors
Connecticut
– -$835K -4,210 Closed
JWM
1988
JGP Wealth Management
Oregon
– -$814K -4,105 Closed
BAM
1989
Belpointe Asset Management
Nevada
– -$810K -4,083 Closed
AWP
1990
Abacus Wealth Partners
California
– -$801K -4,038 Closed
CLIP
1991
Colter Lewis Investment Partners
Connecticut
– -$762K -3,841 Closed
OA
1992
Oasis Advisors
Iowa
– -$760K -3,840 Closed
CCM
1993
Crew Capital Management
Ohio
– -$746K -3,760 Closed
SB
1994
Simmons Bank
Arkansas
– -$735K -3,708 Closed
FWM
1995
Forza Wealth Management
Florida
– -$727K -3,665 Closed
SIA
1996
SkyView Investment Advisors
New Jersey
– -$719K -3,621 Closed
BCAM
1997
Boston Common Asset Management
Massachusetts
– -$715K -3,604 Closed
BWM
1998
BAM Wealth Management
Colorado
– -$708K -3,570 Closed
NIM
1999
Northeast Investment Management
Massachusetts
– -$708K -3,570 Closed
MWA
2000
MN Wealth Advisors
Kansas
– -$707K -3,564 Closed