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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
WOSD
1976
WFA of San Diego
California
$101K – – –
DFA
1977
DHJJ Financial Advisors
Illinois
$101K +$104K +330 New
POIA
1978
Pin Oak Investment Advisors
Texas
$101K -$35K -111 -25%
RTC
1979
Riverview Trust Company
Washington
$99.5K – – –
GM
1980
GeoWealth Management
Illinois
$99K +$67.7K +215 +207%
KA
1981
Kozak & Associates
Colorado
$99K – – –
NFSG
1982
Newbridge Financial Services Group
Florida
$98.4K +$18.9K +60 +23%
SIS
1983
Sound Income Strategies
Florida
$98K – – –
CPG
1984
Cornerstone Planning Group
New Jersey
$96.4K +$25.2K +80 +34%
RWM
1985
Raffa Wealth Management
District of Columbia
$96.1K – – –
KFI
1986
Key Financial Inc
Pennsylvania
$95.8K – – –
CT
1987
Clearstead Trust
Maine
$94.3K +$76.2K +242 +372%
GTAM
1988
Global Trust Asset Management
Florida
$91.8K – – –
PA
1989
PSI Advisors
Florida
$87.4K +$315 +1 +0.4%
AWM
1990
AllSquare Wealth Management
New York
$87.2K -$5.67K -18 -6%
MWM
1991
Mascoma Wealth Management
New Hampshire
$87.2K +$67.4K +214 +306%
RDFA
1992
Ritter Daniher Financial Advisory
Ohio
$86.9K – – –
HCM
1993
Hollencrest Capital Management
California
$85.7K – – –
OCM
1994
Orion Capital Management
California
$84.8K +$87K +276 New
BHWM
1995
Bay Harbor Wealth Management
Maryland
$82.3K +$630 +2 +0.8%
AF
1996
Arrow Financial
New York
$80.5K -$1.57K -5 -2%
BAM
1997
Bellevue Asset Management
Washington
$80.2K – – –
GKIM
1998
GW&K Investment Management
Massachusetts
$79K +$13.5K +43 +20%
CWM
1999
Compass Wealth Management
Connecticut
$78.9K +$3.47K +11 +4%
WPA
2000
West Paces Advisors
Georgia
$78.3K – – –
78 79
80
81 82