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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
RRWA
1976
Rainey & Randall Wealth Advisors
Florida
$228K – – –
AEPWM
1977
Atlantic Edge Private Wealth Management
Florida
$228K -$12.7K -50 -6%
KRW
1978
Kaufman Rossin Wealth
Florida
$228K -$19.3K -76 -8%
PSB
1979
Piscataqua Savings Bank
New Hampshire
$227K +$13.2K +52 +7%
MFG
1980
Magnus Financial Group
New York
$226K -$31K -122 -13%
TL
1981
Tradewinds LLC
North Carolina
$225K -$6.1K -24 -3%
SP
1982
Stonebrook Private
Michigan
$225K -$71.9K -283 -25%
FMI
1983
F/M Investments
District of Columbia
$223K +$212K +833 New
GA
1984
GSG Advisors
New Jersey
$223K +$212K +833 New
NPF
1985
Norris Perne & French
Michigan
$223K – – –
RAM
1986
Reflection Asset Management
South Carolina
$223K +$211K +830 New
MA
1987
MCF Advisors
Kentucky
$223K +$41.9K +165 +25%
PGA
1988
Portland Global Advisors
Maine
$222K – – –
KFA
1989
Kelleher Financial Advisors
New York
$222K -$73.7K -290 -26%
EWS
1990
Evergreen Wealth Solutions
Pennsylvania
$221K +$254 +1 +0.1%
EMAM
1991
Encompass More Asset Management
California
$221K -$242K -953 -54%
OCG
1992
Opus Capital Group
Ohio
$221K +$209K +823 New
RFN
1993
Redwood Financial Network
Ohio
$221K +$209K +824 New
PFGIA
1994
Patriot Financial Group Insurance Agency
Massachusetts
$221K +$209K +823 New
DCA
1995
DSG Capital Advisors
Minnesota
$220K +$194K +765 New
JFA
1996
JNBA Financial Advisors
Minnesota
$220K – – –
KWM
1997
Keebeck Wealth Management
Illinois
$220K +$208K +819 New
SLC
1998
Second Line Capital
Louisiana
$219K +$207K +816 New
AAM
1999
Aureus Asset Management
Massachusetts
$219K -$73.7K -290 -26%
E
2000
Entelevest
Florida
$218K +$207K +814 New
78 79
80
81 82