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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
TFF
2001
The Family Firm
Maryland
$257K -$9.87K -30 -4%
BWP
2002
Balboa Wealth Partners
Arizona
$256K +$987 +3 +0.4%
MAG
2003
M3 Advisory Group
Massachusetts
$256K +$238K +723 New
BOPW
2004
Brandywine Oak Private Wealth
Pennsylvania
$254K +$236K +719 New
APWM
2005
Argonautica Private Wealth Management
Massachusetts
$254K – – –
CCA
2006
Cottonwood Capital Advisors
Utah
$253K -$8.55K -26 -4%
TNB
2007
Thomasville National Bank
Georgia
$253K -$1.31K -4 -0.6%
TP
2008
Tranquility Partners
Tennessee
$253K +$2.63K +8 +1%
WC
2009
Whitney & Co
New York
$250K -$1.31K -4 -0.6%
AWM
2010
Austin Wealth Management
Texas
$249K -$329 -1 -0.1%
SRC
2011
Sage Rhino Capital
California
$249K -$1.64K -5 -0.7%
OFS
2012
OneAscent Financial Services
Alabama
$249K -$35.5K -108 -13%
FDDB
2013
Fidelity D&D Bancorp
Pennsylvania
$247K -$8.55K -26 -4%
AIA
2014
Arbor Investment Advisors
North Carolina
$247K – – –
NRS
2015
Neville Rodie & Shaw
New York
$246K -$238K -725 -51%
PCA
2016
Peddock Capital Advisors
Massachusetts
$245K – – –
LHC
2017
Little House Capital
Massachusetts
$244K -$181K -551 -44%
WPW
2018
Watershed Private Wealth
Illinois
$244K -$658 -2 -0.3%
LJAC
2019
L.J. Altfest & Co
New York
$244K -$325K -989 -59%
ABWM
2020
Alpine Bank Wealth Management
Colorado
$244K +$227K +690 New
SWM
2021
Sugarloaf Wealth Management
Georgia
$243K +$35.8K +109 +19%
AWA
2022
Aletheian Wealth Advisors
Washington
$242K -$18.7K -57 -8%
VR
2023
Valued Retirements
Texas
$242K – – –
PFSC
2024
Peoples Financial Services Corp
Pennsylvania
$242K – – –
TLP
2025
Trinity Legacy Partners
Texas
$241K -$5.26K -16 -2%
79 80
81
82 83