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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
FAG
1976
Fortitude Advisory Group
Washington
$48K
OAJ
1977
Ogorek Anthony Joseph
New York
$47K
FMP
1978
Financial Management Professionals
Texas
$44K +$17.9K +53 +69%
CWM
1979
Cranbrook Wealth Management
Michigan
$43K -$10.1K -30 -19%
SC
1980
Solstein Capital
California
$43K
ARMC
1981
American Research & Management Company
Massachusetts
$42K
ICM
1982
Islay Capital Management
Texas
$42K
TSWM
1983
Tyler-Stone Wealth Management
Ohio
$42K +$3.37K +10 +9%
EA
1984
Evolution Advisers
Virginia
$42K +$42.2K +125 New
FWM
1985
Focused Wealth Management
New York
$40K
LAS
1986
Lloyd Advisory Services
Georgia
$40K +$28K +83 +231%
SC
1987
Siena Capital
Ohio
$35K +$34.7K +103 New
DAC
1988
Dividend Assets Capital
South Carolina
$34K
LWANC
1989
Laurel Wealth Advisors (North Carolina)
North Carolina
$34K
MAWCM
1990
Mine & Arao Wealth Creation & Management
California
$34K
HF
1991
Halpern Financial
Virginia
$33.7K
IRAG
1992
Investment Research & Advisory Group
Georgia
$33K
CA
1993
Crewe Advisors
Utah
$31K
MVIP
1994
Mar Vista Investment Partners
California
$30K -$68.5K -203 -69%
BBPWM
1995
Blue Bell Private Wealth Management
Pennsylvania
$30K
AA
1996
AlphaMark Advisors
Kentucky
$29K
RAM
1997
Riggs Asset Management
Pennsylvania
$29K
TCM
1998
Tradewinds Capital Management
Washington
$29K
UIA
1999
Ulland Investment Advisors
Minnesota
$29K +$28.7K +85 New
FCG
2000
Financial Connections Group
California
$28K