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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
2001
Sage Rhino Capital
California
$244K +$2.19K +6 +0.9%
PTC
2002
Philadelphia Trust Company
Pennsylvania
$243K – – –
GAA
2003
Global Assets Advisory
Florida
$243K +$30M +82,418 New
ACGA
2004
Atlanta Consulting Group Advisors
Georgia
$243K +$256K +701 New
FCG
2005
Fielder Capital Group
Tennessee
$243K +$2.92K +8 +1%
AIA
2006
Arbor Investment Advisors
North Carolina
$242K – – –
FWM
2007
Fairhaven Wealth Management
Illinois
$241K -$1.82K -5 -0.7%
WPW
2008
Watershed Private Wealth
Illinois
$240K +$7.29K +20 +3%
PCA
2009
Peddock Capital Advisors
Massachusetts
$240K – – –
GHA
2010
GW Henssler & Associates
Georgia
$239K +$16.8K +46 +7%
PFSC
2011
Peoples Financial Services Corp
Pennsylvania
$239K -$54.7K -150 -18%
SC
2012
Sierra Capital
Florida
$239K +$251K +690 New
WTA
2013
Washington Trust Advisors
Massachusetts
$239K +$364 +1 +0.1%
TRIA
2014
Trail Ridge Investment Advisors
Colorado
$238K +$250K +687 New
KA
2015
Kovack Advisors
Florida
$238K -$23.7K -65 -9%
VR
2016
Valued Retirements
Texas
$238K – – –
LCGC
2017
Legacy Capital Group California
California
$238K -$126K -347 -34%
GKWIM
2018
Gerber Kawasaki Wealth & Investment Management
California
$237K -$27.3K -75 -10%
WC
2019
Wexford Capital
Florida
$237K +$249K +684 New
SLC
2020
Second Line Capital
Louisiana
$237K +$18.2K +50 +8%
LCM
2021
LCM Capital Management
Illinois
$236K – – –
GA
2022
GSG Advisors
New Jersey
$236K +$20K +55 +8%
RVPG
2023
Relative Value Partners Group
$235K -$36.1K -99 -13%
AFS
2024
Axiom Financial Strategies
Indiana
$235K -$2.92K -8 -1%
PCS
2025
Private Client Services
Kentucky
$235K +$247K +678 New
79 80
81
82 83