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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
2001
Sterling Investment Counsel
New York
$240K – – –
LCM
2002
LCM Capital Management
Illinois
$239K +$2.9K +9 +1%
AAMA
2003
Advanced Asset Management Advisors
Ohio
$239K – – –
LSWM
2004
Lorne Steinberg Wealth Management
Canada
$239K – – –
MCWA
2005
Meadow Creek Wealth Advisors
Georgia
$239K +$219K +680 New
AHC
2006
Adell Harriman & Carpenter
Texas
$239K +$219K +680 New
MSWM
2007
McGlone Suttner Wealth Management
Wisconsin
$236K +$217K +673 New
WPW
2008
Watershed Private Wealth
Illinois
$236K – – –
GSIAS
2009
Garden State Investment Advisory Services
New Jersey
$233K -$1.61K -5 -0.7%
RFA
2010
Resurgent Financial Advisors
Georgia
$233K +$22.2K +69 +12%
CAM
2011
Cozad Asset Management
Illinois
$232K – – –
FFB
2012
First Financial Bankshares
Texas
$232K +$213K +662 New
TCWA
2013
Turtle Creek Wealth Advisors
Texas
$232K +$213K +661 New
HWM
2014
Hohimer Wealth Management
Washington
$232K – – –
LL
2015
LPWM LLC
Minnesota
$232K -$32.2K -100 -13%
JGUA
2016
John G. Ullman & Associates
New York
$231K – – –
DWA
2017
Dougherty Wealth Advisers
Minnesota
$231K – – –
S
2018
Sunpointe
Missouri
$231K +$212K +658 New
TCM
2019
Teza Capital Management
Illinois
$231K +$212K +658 New
OWA
2020
Octavia Wealth Advisors
Ohio
$230K +$212K +657 New
EB
2021
Exchange Bank
California
$230K -$13.9K -43 -6%
VC
2022
Vestor Capital
Illinois
$230K +$211K +655 New
MAG
2023
M3 Advisory Group
Massachusetts
$230K +$211K +655 New
HWMC
2024
Heritage Wealth Management (California)
California
$230K +$211K +655 New
GCP
2025
Gill Capital Partners
Colorado
$229K -$1.93K -6 -0.9%
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