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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
2001
Sentinus LLC
Illinois
$246K +$258K +709 New
MIC
2002
Means Investment Company
Maine
$245K -$4.37K -12 -2%
WC
2003
Whitney & Co
New York
$245K – – –
S
2004
Sunpointe
Missouri
$244K +$16.8K +46 +7%
CAM
2005
Claret Asset Management
Quebec, Canada
$244K -$14.6K -40 -5%
SRC
2006
Sage Rhino Capital
California
$244K +$2.19K +6 +0.9%
PTC
2007
Philadelphia Trust Company
Pennsylvania
$243K – – –
ACGA
2008
Atlanta Consulting Group Advisors
Georgia
$243K +$256K +701 New
FCG
2009
Fielder Capital Group
Tennessee
$243K +$2.92K +8 +1%
AIA
2010
Arbor Investment Advisors
North Carolina
$242K – – –
FWM
2011
Fairhaven Wealth Management
Illinois
$241K -$1.82K -5 -0.7%
WPW
2012
Watershed Private Wealth
Illinois
$240K +$7.29K +20 +3%
PCA
2013
Peddock Capital Advisors
Massachusetts
$240K – – –
GHA
2014
GW Henssler & Associates
Georgia
$239K +$16.8K +46 +7%
PFSC
2015
Peoples Financial Services Corp
Pennsylvania
$239K -$54.7K -150 -18%
SC
2016
Sierra Capital
Florida
$239K +$251K +690 New
WTA
2017
Washington Trust Advisors
Massachusetts
$239K +$364 +1 +0.1%
TRIA
2018
Trail Ridge Investment Advisors
Colorado
$238K +$250K +687 New
KA
2019
Kovack Advisors
Florida
$238K -$23.7K -65 -9%
VR
2020
Valued Retirements
Texas
$238K – – –
LCGC
2021
Legacy Capital Group California
California
$238K -$126K -347 -34%
GKWIM
2022
Gerber Kawasaki Wealth & Investment Management
California
$237K -$27.3K -75 -10%
WC
2023
Wexford Capital
Florida
$237K +$249K +684 New
SLC
2024
Second Line Capital
Louisiana
$237K +$18.2K +50 +8%
LCM
2025
LCM Capital Management
Illinois
$236K – – –
79 80
81
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