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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
2001
Meadowbrook Advisors Group
New Jersey
– -$491K -2,478 Closed
AWP
2002
Accretive Wealth Partners
New Jersey
– -$487K -2,458 Closed
NICM
2003
Neo Ivy Capital Management
New York
– -$477K -2,404 Closed
DWM
2004
Dynasty Wealth Management
Florida
– -$474K -2,391 Closed
SAM
2005
Strategy Asset Managers
California
– -$470K -2,371 Closed
MHIC
2006
Marble Harbor Investment Counsel
Massachusetts
– -$466K -2,350 Closed
MCCP
2007
Mission Creek Capital Partners
California
– -$463K -2,335 Closed
WC
2008
Wolfstich Capital
Massachusetts
– -$453K -2,292 Closed
TSS
2009
Two Sigma Securities
New York
– -$449K -2,265 Closed
ERIC
2010
Eagle Rock Investment Company
Georgia
– -$441K -2,225 Closed
NSAM
2011
North Star Asset Management
Wisconsin
– -$441K -2,224 Closed
LCWP
2012
Legacy Capital Wealth Partners
Arkansas
– -$439K -2,212 Closed
CFSG
2013
Clark Financial Services Group
Missouri
– -$432K -2,179 Closed
MAM
2014
Martingale Asset Management
Massachusetts
– -$430K -2,169 Closed
CGFA
2015
Colton Groome Financial Advisors
North Carolina
– -$430K -2,167 Closed
DOA
2016
D'Orazio & Associates
Virginia
– -$430K -2,167 Closed
AI
2017
Atom Investors
Texas
– -$428K -2,159 Closed
LRWM
2018
Lord & Richards Wealth Management
Colorado
– -$427K -2,154 Closed
GSB
2019
Greenfield Savings Bank
Massachusetts
– -$423K -2,133 Closed
WWM
2020
Western Wealth Management
Colorado
– -$423K -2,132 Closed
EFG
2021
Elevated Financial Group
Indiana
– -$418K -2,109 Closed
NSB
2022
Norway Savings Bank
Maine
– -$417K -2,101 Closed
FBT
2023
First Bankers Trust
Kentucky
– -$415K -2,092 Closed
LD
2024
Lipe & Dalton
New York
– -$412K -2,077 Closed
TWM
2025
TRB Wealth Management
Texas
– -$409K -2,065 Closed
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