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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
ECM
1976
Estabrook Capital Management
New York
$7.22K – – –
CB
1977
CNB Bank
Pennsylvania
$7K -$6.31K -21 -45%
AP
1978
Atwood & Palmer
Missouri
$7K – – –
CWM
1979
Cedar Wealth Management
California
$7K – – –
OCM
1980
Orion Capital Management
California
$7K – – –
PK
1981
Pflug Koory
Nebraska
$7K – – –
CWM
1982
Cranbrook Wealth Management
Michigan
$6K -$31.3K -104 -82%
CFD
1983
Creative Financial Designs
Indiana
$6K – – –
HWM
1984
HighMark Wealth Management
Minnesota
$6K – – –
SA
1985
SRH Advisors
Kansas
$6K – – –
FWA
1986
FSC Wealth Advisors
New York
$6K +$6.01K +20 New
RCM
1987
Regency Capital Management
Hawaii
$5K +$5.11K +17 New
HWA
1988
HHM Wealth Advisors
Tennessee
$4K -$2.7K -9 -36%
APC
1989
Aspire Private Capital
North Carolina
$4K – – –
IWP
1990
IAG Wealth Partners
Wisconsin
$4K – – –
LIM
1991
Longfellow Investment Management
Massachusetts
$4K – – –
TH
1992
TCTC Holdings
Texas
$4K – – –
WR
1993
WD Rutherford
Oregon
$4K – – –
AFS
1994
Annapolis Financial Services
Maryland
$4K +$300 +1 +8%
GWMIA
1995
Global Wealth Management Investment Advisory
Florida
$4K +$3.91K +13 New
RA
1996
Rise Advisors
New York
$3K +$901 +3 +50%
TWP
1997
TFO Wealth Partners
Ohio
$3K +$3.61K +12 New
FSWA
1998
Financial Synergies Wealth Advisors
Texas
$2.5K +$2.7K +9 New
BHWM
1999
Bay Harbor Wealth Management
Maryland
$2K – – –
JIR
2000
James Investment Research
Ohio
$2K – – –