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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
VR
2001
Valued Retirements
Texas
$241K +$221K +686 New
HWA
2002
HCR Wealth Advisors
California
$240K +$221K +684 New
SIC
2003
Sterling Investment Counsel
New York
$240K – – –
LCM
2004
LCM Capital Management
Illinois
$239K +$2.9K +9 +1%
AAMA
2005
Advanced Asset Management Advisors
Ohio
$239K – – –
LSWM
2006
Lorne Steinberg Wealth Management
Canada
$239K – – –
MCWA
2007
Meadow Creek Wealth Advisors
Georgia
$239K +$219K +680 New
AHC
2008
Adell Harriman & Carpenter
Texas
$239K +$219K +680 New
MSWM
2009
McGlone Suttner Wealth Management
Wisconsin
$236K +$217K +673 New
WPW
2010
Watershed Private Wealth
Illinois
$236K – – –
GSIAS
2011
Garden State Investment Advisory Services
New Jersey
$233K -$1.61K -5 -0.7%
RFA
2012
Resurgent Financial Advisors
Georgia
$233K +$22.2K +69 +12%
CAM
2013
Cozad Asset Management
Illinois
$232K – – –
FFB
2014
First Financial Bankshares
Texas
$232K +$213K +662 New
TCWA
2015
Turtle Creek Wealth Advisors
Texas
$232K +$213K +661 New
HWM
2016
Hohimer Wealth Management
Washington
$232K – – –
LL
2017
LPWM LLC
Minnesota
$232K -$32.2K -100 -13%
JGUA
2018
John G. Ullman & Associates
New York
$231K – – –
DWA
2019
Dougherty Wealth Advisers
Minnesota
$231K – – –
S
2020
Sunpointe
Missouri
$231K +$212K +658 New
TCM
2021
Teza Capital Management
Illinois
$231K +$212K +658 New
OWA
2022
Octavia Wealth Advisors
Ohio
$230K +$212K +657 New
EB
2023
Exchange Bank
California
$230K -$13.9K -43 -6%
VC
2024
Vestor Capital
Illinois
$230K +$211K +655 New
MAG
2025
M3 Advisory Group
Massachusetts
$230K +$211K +655 New
79 80
81
82 83