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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
2001
Estabrook Capital Management
New York
$6.94K – – –
QL
2002
Quarry LP
New York
$6.94K +$7.19K +26 New
MSCM
2003
McElhenny Sheffield Capital Management
Texas
$6.67K +$6.92K +25 New
TLA
2004
Tanglewood Legacy Advisors
Texas
$6.4K +$6.64K +24 New
CFD
2005
Creative Financial Designs
Indiana
$6.24K – – –
CWM
2006
Cranbrook Wealth Management
Michigan
$6.14K – – –
SA
2007
SRH Advisors
Kansas
$6K – – –
SC
2008
Solstein Capital
California
$5.6K -$29.3K -106 -83%
TCM
2009
Tradewinds Capital Management
Washington
$5.6K +$4.43K +16 +320%
HWM
2010
HighMark Wealth Management
Minnesota
$5.34K – – –
CCC
2011
Chelsea Counsel Company
California
$5.34K +$5.53K +20 New
DF
2012
DecisionPoint Financial
Arizona
$5.34K +$5.53K +20 New
PFA
2013
Pathway Financial Advisers
Indiana
$5.34K +$5.53K +20 New
TCA
2014
Trifecta Capital Advisors
Illinois
$5.34K +$5.53K +20 New
BWAM
2015
Boyd Watterson Asset Management
Ohio
$5.07K +$5.26K +19 New
CWM
2016
Cedar Wealth Management
California
$4.8K – – –
TCM
2017
TD Capital Management
Tennessee
$4.29K +$4.43K +16 New
WR
2018
WD Rutherford
Oregon
$4.27K – – –
YAL
2019
Your Advocates Ltd
Texas
$4K +$4.15K +15 New
AFS
2020
Annapolis Financial Services
Maryland
$3.74K -$6.36K -23 -62%
CFFP
2021
Center for Financial Planning
Michigan
$3.74K -$5.53K -20 -59%
TH
2022
TCTC Holdings
Texas
$3.74K – – –
LIM
2023
Longfellow Investment Management
Massachusetts
$3.47K – – –
ST
2024
Sageworth Trust
Pennsylvania
$3K +$3.04K +11 New
WWM
2025
Wolff Wiese Magana
California
$2.94K -$553 -2 -15%
79 80
81
82 83