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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
PPP
2001
Private Portfolio Partners
New Jersey
$313K – – –
WA
2002
Wealthstream Advisors
New York
$313K +$3.96K +11 +1%
MPI
2003
Mairs & Power Inc
Minnesota
$312K +$41K +114 +15%
FWI
2004
Facet Wealth Inc
Maryland
$311K -$720 -2 -0.2%
S
2005
Sunpointe
Missouri
$308K +$23.4K +65 +8%
OP
2006
ORG Partners
Indiana
$307K +$159K +442 +103%
CM
2007
Cercano Management
Washington
$306K – – –
PMG
2008
Private Management Group
California
$306K – – –
AFS
2009
Axiom Financial Strategies
Indiana
$305K +$13.3K +37 +4%
MCA
2010
MSH Capital Advisors
Arizona
$304K -$18.7K -52 -6%
CW
2011
Code Waechter
Florida
$304K -$360 -1 -0.1%
JFA
2012
JNBA Financial Advisors
Minnesota
$303K – – –
BSWM
2013
Boston Standard Wealth Management
Massachusetts
$303K – – –
AIP
2014
ARS Investment Partners
New York
$302K – – –
CWM
2015
Campbell Wealth Management
Virginia
$301K -$2.52K -7 -0.8%
USWIA
2016
UP Strategic Wealth Investment Advisors
Pennsylvania
$301K +$44.6K +124 +17%
CWMS
2017
Cannon Wealth Management Services
North Carolina
$300K -$15.5K -43 -5%
PIAS
2018
PCA Investment Advisory Services
Ohio
$300K – – –
SP
2019
Stablepoint Partners
Massachusetts
$300K – – –
CCA
2020
Cottonwood Capital Advisors
Utah
$299K +$48.2K +134 +19%
LGG
2021
Luts & Greenleigh Group
Maryland
$299K +$1.44K +4 +0.5%
KFA
2022
Kelleher Financial Advisors
New York
$299K +$6.84K +19 +2%
FFM
2023
Fullerton Fund Management
Singapore
$298K – – –
AT
2024
Arlington Trust
Alabama
$298K +$135K +376 +80%
GSWM
2025
Greenup Street Wealth Management
Michigan
$297K +$303K +843 New
79 80
81
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