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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1976
Sunburst Financial Group
Alabama
$229K +$613 +2 +0.3%
WWM
1977
Western Wealth Management
Colorado
$229K -$86.1K -281 -27%
HFP
1978
Holistic Financial Partners
Indiana
$228K +$27.3K +89 +13%
HP
1979
Hilltop Partners
Indiana
$228K -$41.7K -136 -15%
KFP
1980
KMG Fiduciary Partners
Ohio
$228K +$1.23K +4 +0.5%
DBRC
1981
D.B. Root & Company
Pennsylvania
$228K +$230K +751 New
SWM
1982
Scissortail Wealth Management
Oklahoma
$228K +$230K +751 New
CFG
1983
Cooper Financial Group
California
$228K +$613 +2 +0.3%
FA
1984
Fiducient Advisors
Illinois
$227K +$613 +2 +0.3%
MCWA
1985
Meadow Creek Wealth Advisors
Georgia
$227K +$9.8K +32 +4%
OC
1986
Oakworth Capital
Alabama
$226K +$5.51K +18 +2%
SFG
1987
Synergy Financial Group
California
$226K +$228K +745 New
GWM
1988
Gitterman Wealth Management
New Jersey
$226K +$228K +744 New
TRIA
1989
Trail Ridge Investment Advisors
Colorado
$225K +$17.2K +56 +8%
AWA
1990
Aletheian Wealth Advisors
Washington
$225K +$33.1K +108 +17%
EB
1991
Exchange Bank
California
$225K +$28.8K +94 +15%
SIAP
1992
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$225K – – –
S
1993
Sunpointe
Missouri
$225K +$11.3K +37 +5%
KA
1994
Kovack Advisors
Florida
$225K +$16.5K +54 +8%
ECAM
1995
East Coast Asset Management
Massachusetts
$224K – – –
FWM
1996
Fairhaven Wealth Management
Illinois
$224K +$13.2K +43 +6%
MBTD
1997
Mechanics Bank - Trust Department
California
$223K +$44.4K +145 +25%
EFP
1998
Elser Financial Planning
Indiana
$222K +$225K +733 New
VFG
1999
Victory Financial Group
Texas
$222K +$224K +732 New
CF
2000
Convergence Financial
Missouri
$221K +$223K +729 New
78 79
80
81 82