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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
MPI
2001
Mairs & Power Inc
Minnesota
$312K +$41K +114 +15%
FWI
2002
Facet Wealth Inc
Maryland
$311K -$720 -2 -0.2%
S
2003
Sunpointe
Missouri
$308K +$23.4K +65 +8%
OP
2004
ORG Partners
Indiana
$307K +$159K +442 +103%
CM
2005
Cercano Management
Washington
$306K – – –
PMG
2006
Private Management Group
California
$306K – – –
AFS
2007
Axiom Financial Strategies
Indiana
$305K +$13.3K +37 +4%
MCA
2008
MSH Capital Advisors
Arizona
$304K -$18.7K -52 -6%
CW
2009
Code Waechter
Florida
$304K -$360 -1 -0.1%
JFA
2010
JNBA Financial Advisors
Minnesota
$303K – – –
BSWM
2011
Boston Standard Wealth Management
Massachusetts
$303K – – –
AIP
2012
ARS Investment Partners
New York
$302K – – –
CWM
2013
Campbell Wealth Management
Virginia
$301K -$2.52K -7 -0.8%
USWIA
2014
UP Strategic Wealth Investment Advisors
Pennsylvania
$301K +$44.6K +124 +17%
CWMS
2015
Cannon Wealth Management Services
North Carolina
$300K -$15.5K -43 -5%
PIAS
2016
PCA Investment Advisory Services
Ohio
$300K – – –
SP
2017
Stablepoint Partners
Massachusetts
$300K – – –
CCA
2018
Cottonwood Capital Advisors
Utah
$299K +$48.2K +134 +19%
LGG
2019
Luts & Greenleigh Group
Maryland
$299K +$1.44K +4 +0.5%
KFA
2020
Kelleher Financial Advisors
New York
$299K +$6.84K +19 +2%
FFM
2021
Fullerton Fund Management
Singapore
$298K – – –
AT
2022
Arlington Trust
Alabama
$298K +$135K +376 +80%
GSWM
2023
Greenup Street Wealth Management
Michigan
$297K +$303K +843 New
ICP
2024
Interchange Capital Partners
Pennsylvania
$296K -$14.4K -40 -5%
MAM
2025
Marquette Asset Management
Minnesota
$296K – – –
79 80
81
82 83