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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
LD
1976
Lipe & Dalton
New York
$95K – – –
AF
1977
Arrow Financial
New York
$93K – – –
MTIC
1978
Missouri Trust & Investment Company
Missouri
$92K +$81.3K +223 New
TAM
1979
Tucker Asset Management
Colorado
$90.6K +$14.6K +40 +22%
HI
1980
Hudock Inc
Pennsylvania
$90K -$2.92K -8 -4%
MWM
1981
Mascoma Wealth Management
New Hampshire
$90K +$50.7K +139 +178%
GIA
1982
Goodwin Investment Advisory
Georgia
$89K – – –
PCA
1983
Providence Capital Advisors
North Carolina
$88K -$57.6K -158 -43%
CYG
1984
Clean Yield Group
Vermont
$88K – – –
HNWAG
1985
High Net Worth Advisory Group
Florida
$88K +$77.6K +213 New
SCA
1986
Stuart Chaussee & Associates
California
$86K – – –
HCM
1987
Highlander Capital Management
New Jersey
$83K – – –
LSV Asset Management
1988
LSV Asset Management
Illinois
$83K – – –
PCC
1989
Park Circle Company
Maryland
$83K – – –
BC
1990
Burleson & Co
California
$82K – – –
CH
1991
Canton Hathaway
Rhode Island
$82K – – –
EL
1992
EMFO LLC
Florida
$81K – – –
BWM
1993
Baystate Wealth Management
Massachusetts
$80K +$3.65K +10 +5%
KFI
1994
Key Financial Inc
Pennsylvania
$79K – – –
KC
1995
Knuff & Co
California
$79K – – –
AIP
1996
Ahrens Investment Partners
Louisiana
$79K +$68.9K +189 New
MTWM
1997
Masso Torrence Wealth Management
New Jersey
$79K +$69.6K +191 New
NFSG
1998
Newbridge Financial Services Group
Florida
$78K +$364 +1 +0.5%
SJIA
1999
St. James Investment Advisors
New York
$78K +$68.2K +187 New
SWA
2000
SOA Wealth Advisors
New York
$73K – – –