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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
GCL
1976
Gouws Capital LLC
North Carolina
$243K +$247K +812 New
RWM
1977
RKL Wealth Management
Pennsylvania
$242K +$8.22K +27 +3%
BCM
1978
Boreal Capital Management
Florida
$242K +$247K +811 New
HKIMG
1979
Hutchens & Kramer Investment Management Group
Indiana
$242K – – –
CNTOF
1980
Canandaigua National Trust of Florida
New York
$241K +$22.2K +73 +10%
RBFC
1981
Roman Butler Fullerton & Co
Missouri
$241K +$305 +1 +0.1%
WDL
1982
Well Done LLC
Michigan
$241K -$287K -943 -54%
COFSG
1983
Carbahal Olsen Financial Services Group
California
$240K – – –
JFA
1984
JNBA Financial Advisors
Minnesota
$240K – – –
PCA
1985
Peddock Capital Advisors
Massachusetts
$240K – – –
DWM
1986
Daner Wealth Management
Georgia
$240K +$307K +1,007 New
DC
1987
Dahring Cusmano
Michigan
$239K – – –
AT
1988
Arlington Trust
Alabama
$239K -$5.48K -18 -2%
HWM
1989
Hohimer Wealth Management
Washington
$239K +$3.05K +10 +1%
GSWM
1990
Greenup Street Wealth Management
Michigan
$238K -$18.6K -61 -7%
AFA
1991
AA Financial Advisors
Ohio
$238K +$1.52K +5 +0.6%
GHAM
1992
Gilman Hill Asset Management
Connecticut
$238K – – –
PSB
1993
Piscataqua Savings Bank
New Hampshire
$238K +$12.2K +40 +5%
MAA
1994
Matrix Asset Advisors
New York
$238K – – –
EB
1995
Exchange Bank
California
$237K +$4.87K +16 +2%
WW
1996
Westshore Wealth
California
$236K -$7.31K -24 -3%
AWA
1997
Alta Wealth Advisors
Massachusetts
$236K – – –
TF
1998
Trek Financial
Arizona
$236K +$8.22K +27 +4%
MAM
1999
MWA Asset Management
Massachusetts
$235K -$619K -2,033 -72%
DBRC
2000
D.B. Root & Company
Pennsylvania
$234K -$52.7K -173 -18%
78 79
80
81 82