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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
MIC
1976
Means Investment Company
Maine
$252K -$2.58K -8 -1%
CNC
1977
Citizens & Northern Corp
Pennsylvania
$252K -$967 -3 -0.4%
WW
1978
Westshore Wealth
California
$250K -$2.58K -8 -1%
PA
1979
Probity Advisors
Texas
$250K – – –
GPI
1980
General Partner Inc
Pennsylvania
$250K – – –
CCM
1981
Colorado Capital Management
Colorado
$250K – – –
RWP
1982
Revolve Wealth Partners
New Jersey
$250K +$9.99K +31 +5%
AFG
1983
ABLE Financial Group
Arizona
$250K +$230K +712 New
TP
1984
Tranquility Partners
Tennessee
$249K +$5.16K +16 +2%
BWM
1985
Birchcreek Wealth Management
Ohio
$249K +$1.93K +6 +0.9%
WF
1986
WoodTrust Financial
Wisconsin
$248K -$70K -217 -23%
WC
1987
Whitney & Co
New York
$248K -$4.84K -15 -2%
ADMI
1988
Albert D. Mason Inc
Massachusetts
$246K -$3.55K -11 -2%
PTC
1989
Philadelphia Trust Company
Pennsylvania
$246K – – –
CFG
1990
Cooper Financial Group
California
$246K -$19.3K -60 -8%
SIC
1991
SJS Investment Consulting
Ohio
$246K +$6.45K +20 +3%
FWM
1992
Fairhaven Wealth Management
Illinois
$245K +$322 +1 +0.1%
FBT
1993
First Bank & Trust
South Dakota
$245K +$8.06K +25 +4%
AIA
1994
Arbor Investment Advisors
North Carolina
$245K – – –
SRC
1995
Sage Rhino Capital
California
$245K -$645 -2 -0.3%
FCG
1996
Fielder Capital Group
Tennessee
$243K +$223K +692 New
PCA
1997
Peddock Capital Advisors
Massachusetts
$243K – – –
WG
1998
Winton Group
United Kingdom
$241K -$3.31M -10,270 -94%
WTA
1999
Washington Trust Advisors
Massachusetts
$241K -$4.51K -14 -2%
AFS
2000
Axiom Financial Strategies
Indiana
$241K +$221K +687 New
78 79
80
81 82