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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
ECAM
1976
East Coast Asset Management
Massachusetts
$255K – – –
SFG
1977
Sunburst Financial Group
Alabama
$255K -$5.1K -14 -2%
IWS
1978
Integrity Wealth Solutions
Colorado
$255K +$268K +735 New
KJHP
1979
K.J. Harrison & Partners
Ontario, Canada
$253K -$5.47K -15 -2%
RBC
1980
Roble Belko & Company
Pennsylvania
$252K -$59K -162 -18%
LEA
1981
Legacy Edge Advisors
New York
$252K – – –
OC
1982
Oakworth Capital
Alabama
$252K +$28.1K +77 +12%
FDDB
1983
Fidelity D&D Bancorp
Pennsylvania
$252K -$17.5K -48 -6%
TFF
1984
The Family Firm
Maryland
$252K – – –
SIC
1985
SJS Investment Consulting
Ohio
$251K +$8.75K +24 +3%
WMA
1986
Wealth Management Associates
New Jersey
$250K -$15.3K -42 -5%
TLP
1987
Trinity Legacy Partners
Texas
$249K -$1.82K -5 -0.7%
APWM
1988
Argonautica Private Wealth Management
Massachusetts
$249K +$262K +718 New
FCAS
1989
First Command Advisory Services
Texas
$248K +$147K +402 +79%
MCWA
1990
Meadow Creek Wealth Advisors
Georgia
$248K +$12.8K +35 +5%
PCMC
1991
Planning Capital Management Corporation
Pennsylvania
$247K -$26.6K -73 -9%
FFA
1992
Founders Financial Alliance
North Carolina
$247K -$123K -337 -32%
WW
1993
Westshore Wealth
California
$247K – – –
CCM
1994
Colorado Capital Management
Colorado
$247K – – –
OWA
1995
Opal Wealth Advisors
New York
$247K -$54.3K -149 -17%
SL
1996
Sentinus LLC
Illinois
$246K +$258K +709 New
MIC
1997
Means Investment Company
Maine
$245K -$4.37K -12 -2%
WC
1998
Whitney & Co
New York
$245K – – –
S
1999
Sunpointe
Missouri
$244K +$16.8K +46 +7%
CAM
2000
Claret Asset Management
Quebec, Canada
$244K -$14.6K -40 -5%
78 79
80
81 82