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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
2001
Perritt Capital Management
Illinois
$14.6K – – –
PCA
2002
Providence Capital Advisors
North Carolina
$14.6K – – –
DF
2003
DecisionPoint Financial
Arizona
$14.3K +$8.18K +30 +150%
EWP
2004
Elevation Wealth Partners
California
$14.3K +$13.6K +50 New
DIP
2005
DT Investment Partners
Pennsylvania
$14K – – –
Baillie Gifford & Co
2006
Baillie Gifford & Co
United Kingdom
$13.7K – – –
CTB
2007
Country Trust Bank
Illinois
$13.4K -$16.4K -60 -56%
CB
2008
CNB Bank
Pennsylvania
$13.1K +$2.73K +10 +28%
IAS
2009
IMA Advisory Services
Colorado
$12.3K – – –
LTI
2010
Laffer Tengler Investments
Tennessee
$12K – – –
LF
2011
Lee Financial
Texas
$11.7K +$818 +3 +8%
UIA
2012
Ulland Investment Advisors
Minnesota
$11K – – –
CA
2013
Centerpoint Advisors
Massachusetts
$11K +$1.36K +5 +15%
MDCM
2014
Morgan Dempsey Capital Management
Wisconsin
$10.9K -$4.09K -15 -28%
GC
2015
Globeflex Capital
California
$10.6K – – –
M1FG
2016
Mach-1 Financial Group
Arkansas
$10.3K -$1.05M -3,845 -99%
IRC
2017
Investors Research Corp
Georgia
$10K – – –
NC
2018
NewSquare Capital
Pennsylvania
$9.72K +$9.27K +34 New
KSWA
2019
Kathleen S. Wright Associates
Pennsylvania
$9.15K – – –
CMBA
2020
C.M. Bidwell & Associates
Hawaii
$8.57K – – –
CFD
2021
Creative Financial Designs
Indiana
$8.43K +$1.91K +7 +30%
AP
2022
Atwood & Palmer
Missouri
$7.72K – – –
CIA
2023
Cape Investment Advisory
Georgia
$7.72K +$7.36K +27 New
CCM
2024
Chilton Capital Management
Texas
$7.15K +$6.82K +25 New
BC
2025
Belmont Capital
California
$7.14K -$6K -22 -47%