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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
2001
Capula Management
Cayman Islands
$255K +$156K +442 +118%
WW
2002
Westshore Wealth
California
$254K – – –
TA
2003
TFB Advisors
Kansas
$254K +$31.1K +88 +12%
NPF
2004
Norris Perne & French
Michigan
$253K -$70.6K -200 -20%
SIM
2005
SSI Investment Management
California
$252K – – –
OFW
2006
Omnia Family Wealth
Florida
$251K +$43.1K +122 +18%
CFG
2007
Carr Financial Group
Massachusetts
$251K -$35.3K -100 -11%
COFSG
2008
Carbahal Olsen Financial Services Group
California
$251K – – –
EPW
2009
Endeavor Private Wealth
Kansas
$250K +$236K +668 +495%
PAW
2010
Plan A Wealth
Nebraska
$250K +$283K +802 New
JFA
2011
JNBA Financial Advisors
Minnesota
$250K -$21.2K -60 -7%
PCA
2012
Peddock Capital Advisors
Massachusetts
$250K +$38.8K +110 +16%
AW
2013
Alteri Wealth
California
$250K -$39.6K -112 -12%
DC
2014
Dahring Cusmano
Michigan
$250K -$1.41K -4 -0.5%
HKIMG
2015
Hutchens & Kramer Investment Management Group
Indiana
$250K – – –
GHA
2016
Granite Harbor Advisors
Texas
$249K +$80.5K +228 +40%
GHAM
2017
Gilman Hill Asset Management
Connecticut
$248K -$9.18K -26 -3%
SOS
2018
Silver Oak Securities
Tennessee
$248K +$2.12K +6 +0.7%
MAA
2019
Matrix Asset Advisors
New York
$248K -$304K -860 -52%
AFA
2020
AA Financial Advisors
Ohio
$247K +$9.89K +28 +4%
AWA
2021
Alta Wealth Advisors
Massachusetts
$247K +$1.06K +3 +0.4%
LWM
2022
LeConte Wealth Management
Tennessee
$247K +$279K +790 New
HWM
2023
Hohimer Wealth Management
Washington
$246K – – –
RBFC
2024
Roman Butler Fullerton & Co
Missouri
$245K -$6.71K -19 -2%
TWM
2025
TCFG Wealth Management
California
$245K -$4.24K -12 -2%
79 80
81
82 83