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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1976
Monumental Financial Group
Maryland
– -$175K -592 Closed
MSE
1977
MUFG Securities EMEA
United Kingdom
– -$128K -435 Closed
WP
1978
WealthShield Partners
North Carolina
– -$60K -203 Closed
PA
1979
Perennial Advisors
New York
– -$57K -194 Closed
TI
1980
tru Independence
Oregon
– -$51K -174 Closed
SWG
1981
Summit Wealth Group
Vermont
– -$49K -167 Closed
SL
1982
Savior LLC
Massachusetts
– -$49K -165 Closed
1IA
1983
1834 Investment Advisors
Wisconsin
– -$21K -72 Closed
IRC
1984
Investors Research Corp
Georgia
– -$21K -72 Closed
PWS
1985
Paragon Wealth Strategies
Florida
– -$8K -27 Closed
PGWM
1986
Parisi Gray Wealth Management
New Jersey
– -$8K -26 Closed
PWP
1987
Personal Wealth Partners
Minnesota
– -$4K -15 Closed
AWM
1988
Accel Wealth Management
Iowa
– -$4K -13 Closed
PSIWM
1989
Paradigm Strategies in Wealth Management
Minnesota
– -$3K -11 Closed
FFG
1990
Ford Financial Group
California
– -$2K -10 Closed
BWL
1991
Bogart Wealth LLC
Virginia
– -$2K -8 Closed
PP
1992
Pacifica Partners
Canada
– -$2K -7 Closed
CB
1993
CNB Bank
Pennsylvania
– -$1K -3 Closed
TFA
1994
Transamerica Financial Advisors
Florida
– -$1K -1 Closed
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