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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
2001
Solidarity Wealth
Utah
– -$265K -864 Closed
1WA
2002
180 Wealth Advisors
Washington
– -$241K -858 Closed
CCA
2003
Cottonwood Capital Advisors
Utah
– -$238K -857 Closed
FFG
2004
Fortem Financial Group
California
– -$236K -849 Closed
TNB
2005
Thomasville National Bank
Georgia
– -$232K -835 Closed
BBA
2006
Braun-Bostich & Associates
Pennsylvania
– -$229K -824 Closed
FBT
2007
First Bank & Trust
South Dakota
– -$225K -812 Closed
CWS
2008
Confluence Wealth Services
Pennsylvania
– -$254K -810 Closed
CWA
2009
Canvas Wealth Advisors
Kansas
– -$222K -798 Closed
HKAM
2010
Horizon Kinetics Asset Management
New York
– -$221K -795 Closed
KCM
2011
Kathmere Capital Management
Pennsylvania
– -$220K -793 Closed
DWM
2012
Darwin Wealth Management
Florida
– -$236K -781 Closed
IFG
2013
Independent Financial Group
California
– -$216K -778 Closed
LA
2014
LVW Advisors
New York
– -$215K -776 Closed
PWW
2015
Pettyjohn Wood & White
Virginia
– -$215K -775 Closed
SC
2016
Searle & Co
Connecticut
– -$215K -775 Closed
1WM
2017
1900 Wealth Management
Texas
– -$215K -774 Closed
GAB
2018
German American Bancorp
Indiana
– -$212K -765 Closed
KJHP
2019
K.J. Harrison & Partners
Ontario, Canada
– -$212K -764 Closed
PGA
2020
Portland Global Advisors
Maine
– -$211K -760 Closed
BCM
2021
Boltwood Capital Management
California
– -$211K -759 Closed
FCFC
2022
First Commonwealth Financial Corp
Pennsylvania
– -$210K -755 Closed
HFG
2023
Heron Financial Group
New York
– -$209K -751 Closed
ARG
2024
Advisory Resource Group
Oklahoma
– -$208K -748 Closed
LL
2025
LPWM LLC
Minnesota
– -$209K -748 Closed
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