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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1976
BlackDiamond Wealth Management
New York
$266K +$26.3K +80 +12%
VWA
1977
Visionary Wealth Advisors
Illinois
$266K -$1.64K -5 -0.7%
HP
1978
Hilltop Partners
Indiana
$266K – – –
KFS
1979
Kelly Financial Services
Massachusetts
$266K +$34.9K +106 +16%
HKIMG
1980
Hutchens & Kramer Investment Management Group
Indiana
$265K +$25K +76 +11%
SFA
1981
Souders Financial Advisors
Ohio
$263K +$245K +744 New
CF
1982
Convergence Financial
Missouri
$263K +$4.6K +14 +2%
SIAP
1983
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$262K – – –
KA
1984
Kovack Advisors
Florida
$262K – – –
PCMC
1985
Paragon Capital Management (Colorado)
Colorado
$261K -$230K -700 -49%
OWA
1986
Opal Wealth Advisors
New York
$261K -$12.5K -38 -5%
EB
1987
Exchange Bank
California
$261K -$1.64K -5 -0.7%
ECAM
1988
East Coast Asset Management
Massachusetts
$261K – – –
FWM
1989
Fairhaven Wealth Management
Illinois
$261K – – –
CWP
1990
Concord Wealth Partners
Virginia
$259K +$1.97K +6 +0.8%
KFP
1991
KMG Fiduciary Partners
Ohio
$259K -$6.25K -19 -3%
SL
1992
Sentinus LLC
Illinois
$259K +$13.8K +42 +6%
USWIA
1993
UP Strategic Wealth Investment Advisors
Pennsylvania
$258K +$240K +731 New
RBC
1994
Roble Belko & Company
Pennsylvania
$257K – – –
LEA
1995
Legacy Edge Advisors
New York
$257K -$9.87K -30 -4%
TA
1996
TFB Advisors
Kansas
$257K +$18.4K +56 +8%
LCM
1997
LCM Capital Management
Illinois
$257K +$5.26K +16 +2%
TFF
1998
The Family Firm
Maryland
$257K -$9.87K -30 -4%
BWP
1999
Balboa Wealth Partners
Arizona
$256K +$987 +3 +0.4%
MAG
2000
M3 Advisory Group
Massachusetts
$256K +$238K +723 New
78 79
80
81 82