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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1976
Cranbrook Wealth Management
Michigan
$6K -$31.3K -104 -82%
CFD
1977
Creative Financial Designs
Indiana
$6K
HWM
1978
HighMark Wealth Management
Minnesota
$6K
SA
1979
SRH Advisors
Kansas
$6K
FWA
1980
FSC Wealth Advisors
New York
$6K +$6.01K +20 New
BPC
1981
Banque Pictet & Cie
Switzerland
$5.38K -$638K -2,122 -10%
RCM
1982
Regency Capital Management
Hawaii
$5K +$5.11K +17 New
BIM
1983
Baldwin Investment Management
Pennsylvania
$4.07K -$92.8K -309 -2%
HWA
1984
HHM Wealth Advisors
Tennessee
$4K -$2.7K -9 -36%
APC
1985
Aspire Private Capital
North Carolina
$4K
IWP
1986
IAG Wealth Partners
Wisconsin
$4K
LIM
1987
Longfellow Investment Management
Massachusetts
$4K
TH
1988
TCTC Holdings
Texas
$4K
WR
1989
WD Rutherford
Oregon
$4K
AFS
1990
Annapolis Financial Services
Maryland
$4K +$300 +1 +8%
GWMIA
1991
Global Wealth Management Investment Advisory
Florida
$4K +$3.91K +13 New
MGIM
1992
M&G Investment Management
United Kingdom
$3.65K +$178K +592 +5%
RA
1993
Rise Advisors
New York
$3K +$901 +3 +50%
TWP
1994
TFO Wealth Partners
Ohio
$3K +$3.61K +12 New
FSWA
1995
Financial Synergies Wealth Advisors
Texas
$2.5K +$2.7K +9 New
BHWM
1996
Bay Harbor Wealth Management
Maryland
$2K
JIR
1997
James Investment Research
Ohio
$2K
SAM
1998
Strategic Asset Management
Minnesota
$2K
WPWM
1999
Western Pacific Wealth Management
Illinois
$2K
WWMSC
2000
Wagner Wealth Management (South Carolina)
South Carolina
$2K +$2.1K +7 New