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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
1976
KMG Fiduciary Partners
Ohio
$259K -$4.74K -13 -2%
FA
1977
Fiducient Advisors
Illinois
$258K +$272K +745 New
SIAP
1978
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$257K – – –
TAM
1979
Titleist Asset Management
Texas
$256K +$46.7K +128 +21%
GI
1980
GAMCO Investors
Connecticut
$256K +$269K +739 New
ECAM
1981
East Coast Asset Management
Massachusetts
$255K – – –
SFG
1982
Sunburst Financial Group
Alabama
$255K -$5.1K -14 -2%
IWS
1983
Integrity Wealth Solutions
Colorado
$255K +$268K +735 New
KJHP
1984
K.J. Harrison & Partners
Ontario, Canada
$253K -$5.47K -15 -2%
RBC
1985
Roble Belko & Company
Pennsylvania
$252K -$59K -162 -18%
LEA
1986
Legacy Edge Advisors
New York
$252K – – –
OC
1987
Oakworth Capital
Alabama
$252K +$28.1K +77 +12%
FDDB
1988
Fidelity D&D Bancorp
Pennsylvania
$252K -$17.5K -48 -6%
TFF
1989
The Family Firm
Maryland
$252K – – –
SIC
1990
SJS Investment Consulting
Ohio
$251K +$8.75K +24 +3%
WMA
1991
Wealth Management Associates
New Jersey
$250K -$15.3K -42 -5%
TLP
1992
Trinity Legacy Partners
Texas
$249K -$1.82K -5 -0.7%
APWM
1993
Argonautica Private Wealth Management
Massachusetts
$249K +$262K +718 New
FCAS
1994
First Command Advisory Services
Texas
$248K +$147K +402 +79%
MCWA
1995
Meadow Creek Wealth Advisors
Georgia
$248K +$12.8K +35 +5%
PCMC
1996
Planning Capital Management Corporation
Pennsylvania
$247K -$26.6K -73 -9%
FFA
1997
Founders Financial Alliance
North Carolina
$247K -$123K -337 -32%
WW
1998
Westshore Wealth
California
$247K – – –
CCM
1999
Colorado Capital Management
Colorado
$247K – – –
OWA
2000
Opal Wealth Advisors
New York
$247K -$54.3K -149 -17%
78 79
80
81 82