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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
1976
Newbridge Financial Services Group
Florida
$80.2K +$8.43K +29 +13%
WPA
1977
West Paces Advisors
Georgia
$78.7K -$14.5K -50 -16%
BWM
1978
Baystate Wealth Management
Massachusetts
$77.3K +$38.9K +134 +116%
CWM
1979
Compass Wealth Management
Connecticut
$75.9K
WIM
1980
Westside Investment Management
California
$75.6K
MWA
1981
Moser Wealth Advisors
Washington
$75.3K +$70.9K +244 New
DI
1982
Disciplined Investments
Oklahoma
$74.7K +$3.2K +11 +5%
GJIA
1983
Glass Jacobson Investment Advisors
Maryland
$74.1K +$69.7K +240 New
MTIC
1984
Missouri Trust & Investment Company
Missouri
$72.2K +$3.2K +11 +5%
CPG
1985
Cornerstone Planning Group
New Jersey
$72.2K +$68K +234 New
LD
1986
Lipe & Dalton
New York
$71K
TWP
1987
TFO Wealth Partners
Ohio
$70.4K +$33.7K +116 +104%
GKIM
1988
GW&K Investment Management
Massachusetts
$66K +$61.6K +212 +21,200%
SCA
1989
Stuart Chaussee & Associates
California
$63.9K
EARNEST Partners
1990
EARNEST Partners
Georgia
$63.6K
PCC
1991
Park Circle Company
Maryland
$61.7K
AAG
1992
Armstrong Advisory Group
Massachusetts
$60.8K
BWM
1993
BerganKDV Wealth Management
Minnesota
$59.2K -$16.9K -58 -23%
FCB
1994
First Command Bank
Texas
$58.9K +$17.1K +59 +45%
FCFS
1995
First Command Financial Services
Texas
$58.9K +$17.1K +59 +45%
FCAG
1996
First Capital Advisors Group
New Jersey
$58.9K +$55.5K +191 New
KC
1997
Knuff & Co
California
$58.6K
AWM
1998
Abound Wealth Management
Tennessee
$57.8K +$10.5K +36 +24%
CSB
1999
City State Bank
Iowa
$57K +$2.91K +10 +6%
GGI
2000
Godsey & Gibb Inc
Virginia
$55.2K +$24.7K +85 +90%