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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
2001
Freedman Financial Associates
Massachusetts
$68K -$3.65K -10 -6%
CWM
2002
Cranbrook Wealth Management
Michigan
$65K -$22.2K -61 -28%
TFS
2003
TrustCore Financial Services
Tennessee
$65K – – –
ACM
2004
Antonetti Capital Management
Florida
$62K – – –
PPWM
2005
PFG Private Wealth Management
Florida
$59K – – –
OAJ
2006
Ogorek Anthony Joseph
New York
$58K – – –
FAG
2007
Fortitude Advisory Group
Washington
$58K +$51.4K +141 New
VCM
2008
Versant Capital Management
Arizona
$54K – – –
SC
2009
Solstein Capital
California
$53K – – –
ICM
2010
Islay Capital Management
Texas
$52K – – –
ARMC
2011
American Research & Management Company
Massachusetts
$51K – – –
AHIA
2012
Andrew Hill Investment Advisors
Florida
$51K +$45.6K +125 New
FWM
2013
Focused Wealth Management
New York
$49K – – –
HDIM
2014
Hanson & Doremus Investment Management
Vermont
$48K +$36.4K +100 +625%
TSWM
2015
Tyler-Stone Wealth Management
Ohio
$48K +$42.3K +116 New
RPCONE
2016
Retirement Planning Company of New England
Rhode Island
$47K +$41.9K +115 New
FPWM
2017
FSB Premier Wealth Management
Iowa
$46K +$40.5K +111 New
WFS
2018
Widmann Financial Services
Maryland
$45K +$39.7K +109 New
SWM
2019
Sugarloaf Wealth Management
Georgia
$43K – – –
HF
2020
Halpern Financial
Virginia
$41.5K +$36.4K +100 New
DAC
2021
Dividend Assets Capital
South Carolina
$41K – – –
LWANC
2022
Laurel Wealth Advisors (North Carolina)
North Carolina
$41K – – –
MAWCM
2023
Mine & Arao Wealth Creation & Management
California
$41K – – –
IRAG
2024
Investment Research & Advisory Group
Georgia
$40K +$19K +52 +116%
CA
2025
Crewe Advisors
Utah
$39K -$10.9K -30 -24%
79 80
81
82 83