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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1976
Freedman Financial Associates
Massachusetts
$50K -$6.07K -18 -11%
EWM
1977
Endurance Wealth Management
Rhode Island
$49K -$40.8K -121 -45%
FAG
1978
Fortitude Advisory Group
Washington
$48K – – –
OAJ
1979
Ogorek Anthony Joseph
New York
$47K – – –
FMP
1980
Financial Management Professionals
Texas
$44K +$17.9K +53 +69%
CWM
1981
Cranbrook Wealth Management
Michigan
$43K -$10.1K -30 -19%
SC
1982
Solstein Capital
California
$43K – – –
ARMC
1983
American Research & Management Company
Massachusetts
$42K – – –
ICM
1984
Islay Capital Management
Texas
$42K – – –
TSWM
1985
Tyler-Stone Wealth Management
Ohio
$42K +$3.37K +10 +9%
EA
1986
Evolution Advisers
Virginia
$42K +$42.2K +125 New
FWM
1987
Focused Wealth Management
New York
$40K – – –
LAS
1988
Lloyd Advisory Services
Georgia
$40K +$28K +83 +231%
SC
1989
Siena Capital
Ohio
$35K +$34.7K +103 New
DAC
1990
Dividend Assets Capital
South Carolina
$34K – – –
LWANC
1991
Laurel Wealth Advisors (North Carolina)
North Carolina
$34K – – –
MAWCM
1992
Mine & Arao Wealth Creation & Management
California
$34K – – –
HF
1993
Halpern Financial
Virginia
$33.7K – – –
IRAG
1994
Investment Research & Advisory Group
Georgia
$33K – – –
CA
1995
Crewe Advisors
Utah
$31K – – –
MVIP
1996
Mar Vista Investment Partners
California
$30K -$68.5K -203 -69%
BBPWM
1997
Blue Bell Private Wealth Management
Pennsylvania
$30K – – –
AA
1998
AlphaMark Advisors
Kentucky
$29K – – –
RAM
1999
Riggs Asset Management
Pennsylvania
$29K – – –
TCM
2000
Tradewinds Capital Management
Washington
$29K – – –