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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2001
Washington Capital Management
Washington
– -$687K -3,465 Closed
LT
2002
Legacy Trust
Michigan
– -$682K -3,438 Closed
TIM
2003
Tevis Investment Management
Texas
– -$646K -3,258 Closed
CWM
2004
Circle Wealth Management
New Jersey
– -$611K -3,080 Closed
KIA
2005
Knollwood Investment Advisory
Maryland
– -$605K -3,049 Closed
TSW
2006
Three Seasons Wealth
Utah
– -$593K -2,991 Closed
SFGP
2007
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
– -$573K -2,891 Closed
FIA
2008
Foundations Investment Advisors
Arizona
– -$570K -2,877 Closed
VAM
2009
Virtue Asset Management
Illinois
– -$568K -2,865 Closed
SC
2010
Sepio Capital
Utah
– -$565K -2,847 Closed
ET
2011
Equitable Trust
Tennessee
– -$564K -2,846 Closed
FC
2012
Farringdon Capital
United Kingdom
– -$554K -2,792 Closed
BTWM
2013
Baker Tilly Wealth Management
Wisconsin
– -$531K -2,677 Closed
CG
2014
Carmignac Gestion
France
– -$528K -2,665 Closed
ECA
2015
Elevate Capital Advisors
Colorado
– -$528K -2,661 Closed
JRPIM
2016
Journey Retirement Planning & Investment Management
Idaho
– -$515K -2,598 Closed
MFS
2017
Mirabella Financial Services
United Kingdom
– -$515K -2,596 Closed
TBWA
2018
Three Bridge Wealth Advisors
California
– -$512K -2,581 Closed
WI
2019
WrapManager Inc
California
– -$511K -2,578 Closed
LIA
2020
Limestone Investment Advisors
New York
– -$500K -2,520 Closed
AA
2021
Auxano Advisors
Washington
– -$492K -2,482 Closed
MAG
2022
Meadowbrook Advisors Group
New Jersey
– -$491K -2,478 Closed
AWP
2023
Accretive Wealth Partners
New Jersey
– -$487K -2,458 Closed
NICM
2024
Neo Ivy Capital Management
New York
– -$477K -2,404 Closed
DWM
2025
Dynasty Wealth Management
Florida
– -$474K -2,391 Closed
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