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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
VIM
1976
Vancity Investment Management
British Columbia, Canada
– -$203K -690 Closed
SCM
1977
Southport Capital Management
Tennessee
– -$201K -680 Closed
MFG
1978
Monumental Financial Group
Maryland
– -$175K -592 Closed
MSE
1979
MUFG Securities EMEA
United Kingdom
– -$128K -435 Closed
WP
1980
WealthShield Partners
North Carolina
– -$60K -203 Closed
PA
1981
Perennial Advisors
New York
– -$57K -194 Closed
TI
1982
tru Independence
Oregon
– -$51K -174 Closed
SWG
1983
Summit Wealth Group
Vermont
– -$49K -167 Closed
SL
1984
Savior LLC
Massachusetts
– -$49K -165 Closed
1IA
1985
1834 Investment Advisors
Wisconsin
– -$21K -72 Closed
IRC
1986
Investors Research Corp
Georgia
– -$21K -72 Closed
PWS
1987
Paragon Wealth Strategies
Florida
– -$8K -27 Closed
PGWM
1988
Parisi Gray Wealth Management
New Jersey
– -$8K -26 Closed
PWP
1989
Personal Wealth Partners
Minnesota
– -$4K -15 Closed
AWM
1990
Accel Wealth Management
Iowa
– -$4K -13 Closed
PSIWM
1991
Paradigm Strategies in Wealth Management
Minnesota
– -$3K -11 Closed
FFG
1992
Ford Financial Group
California
– -$2K -10 Closed
BWL
1993
Bogart Wealth LLC
Virginia
– -$2K -8 Closed
PP
1994
Pacifica Partners
Canada
– -$2K -7 Closed
CB
1995
CNB Bank
Pennsylvania
– -$1K -3 Closed
TFA
1996
Transamerica Financial Advisors
Florida
– -$1K -1 Closed
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