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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
FP
1976
Financial Perspectives
Minnesota
$41.6K – – –
WA
1977
Whipplewood Advisors
Colorado
$41.6K +$17.9K +77 +58%
HPWM
1978
High Point Wealth Management
New Jersey
$41.5K +$9.32K +40 +24%
GCM
1979
Gunpowder Capital Management
Maryland
$41.4K – – –
HPBT
1980
Hickory Point Bank & Trust
Illinois
$41K +$48.2K +207 New
SVCP
1981
Silicon Valley Capital Partners
California
$41K +$3.03K +13 +7%
OWA
1982
Opal Wealth Advisors
New York
$40.6K -$126K -541 -73%
MTIC
1983
Missouri Trust & Investment Company
Missouri
$40.6K – – –
PF
1984
PlanVest Financial
Maryland
$40.5K +$47.5K +204 New
WOSD
1985
WFA of San Diego
California
$39.7K – – –
BIA
1986
Bell Investment Advisors
California
$38.7K -$11.2K -48 -20%
AIA
1987
Aventus Investment Advisors
Florida
$38.7K – – –
EA
1988
Evolution Advisers
Virginia
$38K – – –
EC
1989
Elequin Capital
New York
$37.9K +$44.5K +191 New
RTL
1990
Red Tortoise LLC
Georgia
$35.5K – – –
CA
1991
Crewe Advisors
Utah
$34.9K +$6.06K +26 +17%
EP
1992
Essential Partners
California
$34.1K -$238K -1,020 -86%
HCA
1993
Harbor Capital Advisors
Illinois
$33K +$15.4K +66 +67%
Q1WB
1994
Quest 10 Wealth Builders
Virginia
$31.3K +$13.7K +59 +60%
HDIM
1995
Hanson & Doremus Investment Management
Vermont
$31K -$39.4K -169 -52%
IAS
1996
IMA Advisory Services
Colorado
$30.9K -$1.63K -7 -4%
RF
1997
Robbins Farley
New Hampshire
$30.7K – – –
IWM
1998
IMG Wealth Management
Florida
$30.7K +$20.7K +89 +135%
QWM
1999
Quaker Wealth Management
New Jersey
$30.1K -$466 -2 -1%
TFGT
2000
TS Financial Group (TSFG)
Illinois
$28K +$233 +1 +0.7%