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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2001
MWA Asset Management
Massachusetts
$235K -$619K -2,033 -72%
DBRC
2002
D.B. Root & Company
Pennsylvania
$234K -$52.7K -173 -18%
TWM
2003
TCFG Wealth Management
California
$234K -$609 -2 -0.3%
IWA
2004
IVC Wealth Advisors
Pennsylvania
$233K +$26.8K +88 +13%
IAS
2005
Investment Advisory Services
Texas
$233K +$237K +779 New
AAS
2006
Annex Advisory Services
Wisconsin
$232K – – –
TIM
2007
Tortoise Investment Management
New York
$232K -$20.1K -66 -8%
LWM
2008
Lyell Wealth Management
California
$231K – – –
SAM
2009
Sawgrass Asset Management
Florida
$231K +$235K +772 New
GAG
2010
Goodman Advisory Group
Massachusetts
$229K – – –
PWP
2011
Parkwoods Wealth Partners
New York
$229K – – –
DCA
2012
DSG Capital Advisors
Minnesota
$229K – – –
OP
2013
ORG Partners
Indiana
$229K -$27.1K -89 -11%
TP
2014
Tranquility Partners
Tennessee
$228K +$9.44K +31 +4%
SFG
2015
Sunburst Financial Group
Alabama
$228K +$7.92K +26 +4%
PAMG
2016
Patton Albertson Miller Group
Tennessee
$228K +$232K +763 New
JC
2017
JB Capital
Connecticut
$228K +$232K +763 New
CFO
2018
Custos Family Office
Texas
$228K +$232K +762 New
DA
2019
Drake & Associates
Wisconsin
$228K -$914 -3 -0.4%
TWP
2020
Triad Wealth Partners
Kansas
$227K +$21.6K +71 +10%
KFP
2021
KMG Fiduciary Partners
Ohio
$227K +$25K +82 +12%
QFW
2022
QTR Family Wealth
Florida
$225K +$230K +754 New
DI
2023
Disciplined Investors
Texas
$225K – – –
SW
2024
SteelPeak Wealth
California
$224K -$117K -385 -34%
VWA
2025
Visionary Wealth Advisors
Illinois
$224K -$9.14K -30 -4%
79 80
81
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