We are live on ! Find out more
ACN icon

Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
QL
2001
Quarry LP
New York
$6.94K +$7.19K +26 New
MSCM
2002
McElhenny Sheffield Capital Management
Texas
$6.67K +$6.92K +25 New
TLA
2003
Tanglewood Legacy Advisors
Texas
$6.4K +$6.64K +24 New
CFD
2004
Creative Financial Designs
Indiana
$6.24K – – –
CWM
2005
Cranbrook Wealth Management
Michigan
$6.14K – – –
SA
2006
SRH Advisors
Kansas
$6K – – –
SC
2007
Solstein Capital
California
$5.6K -$29.3K -106 -83%
TCM
2008
Tradewinds Capital Management
Washington
$5.6K +$4.43K +16 +320%
HWM
2009
HighMark Wealth Management
Minnesota
$5.34K – – –
CCC
2010
Chelsea Counsel Company
California
$5.34K +$5.53K +20 New
DF
2011
DecisionPoint Financial
Arizona
$5.34K +$5.53K +20 New
PFA
2012
Pathway Financial Advisers
Indiana
$5.34K +$5.53K +20 New
TCA
2013
Trifecta Capital Advisors
Illinois
$5.34K +$5.53K +20 New
BWAM
2014
Boyd Watterson Asset Management
Ohio
$5.07K +$5.26K +19 New
CWM
2015
Cedar Wealth Management
California
$4.8K – – –
TCM
2016
TD Capital Management
Tennessee
$4.29K +$4.43K +16 New
WR
2017
WD Rutherford
Oregon
$4.27K – – –
YAL
2018
Your Advocates Ltd
Texas
$4K +$4.15K +15 New
AFS
2019
Annapolis Financial Services
Maryland
$3.74K -$6.36K -23 -62%
CFFP
2020
Center for Financial Planning
Michigan
$3.74K -$5.53K -20 -59%
TH
2021
TCTC Holdings
Texas
$3.74K – – –
LIM
2022
Longfellow Investment Management
Massachusetts
$3.47K – – –
ST
2023
Sageworth Trust
Pennsylvania
$3K +$3.04K +11 New
WWM
2024
Wolff Wiese Magana
California
$2.94K -$553 -2 -15%
GMA
2025
Glassy Mountain Advisors
Maryland
$2.67K +$2.77K +10 New
79 80
81
82 83