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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
BOPW
2001
Brandywine Oak Private Wealth
Pennsylvania
$254K +$236K +719 New
APWM
2002
Argonautica Private Wealth Management
Massachusetts
$254K – – –
CCA
2003
Cottonwood Capital Advisors
Utah
$253K -$8.55K -26 -4%
TNB
2004
Thomasville National Bank
Georgia
$253K -$1.31K -4 -0.6%
TP
2005
Tranquility Partners
Tennessee
$253K +$2.63K +8 +1%
WC
2006
Whitney & Co
New York
$250K -$1.31K -4 -0.6%
AWM
2007
Austin Wealth Management
Texas
$249K -$329 -1 -0.1%
SRC
2008
Sage Rhino Capital
California
$249K -$1.64K -5 -0.7%
OFS
2009
OneAscent Financial Services
Alabama
$249K -$35.5K -108 -13%
FDDB
2010
Fidelity D&D Bancorp
Pennsylvania
$247K -$8.55K -26 -4%
AIA
2011
Arbor Investment Advisors
North Carolina
$247K – – –
NRS
2012
Neville Rodie & Shaw
New York
$246K -$238K -725 -51%
PCA
2013
Peddock Capital Advisors
Massachusetts
$245K – – –
LHC
2014
Little House Capital
Massachusetts
$244K -$181K -551 -44%
WPW
2015
Watershed Private Wealth
Illinois
$244K -$658 -2 -0.3%
LJAC
2016
L.J. Altfest & Co
New York
$244K -$325K -989 -59%
ABWM
2017
Alpine Bank Wealth Management
Colorado
$244K +$227K +690 New
SWM
2018
Sugarloaf Wealth Management
Georgia
$243K +$35.8K +109 +19%
AWA
2019
Aletheian Wealth Advisors
Washington
$242K -$18.7K -57 -8%
VR
2020
Valued Retirements
Texas
$242K – – –
PFSC
2021
Peoples Financial Services Corp
Pennsylvania
$242K – – –
TLP
2022
Trinity Legacy Partners
Texas
$241K -$5.26K -16 -2%
IWA
2023
IVC Wealth Advisors
Pennsylvania
$239K -$165K -502 -43%
MBTD
2024
Mechanics Bank - Trust Department
California
$239K -$19.7K -60 -8%
AWM
2025
Atticus Wealth Management
Florida
$239K – – –
79 80
81
82 83