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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
W
2001
Wealthquest
Ohio
$218K +$206K +811 New
COFSG
2002
Carbahal Olsen Financial Services Group
California
$216K +$205K +805 New
ACS
2003
Archford Capital Strategies
Illinois
$216K -$2.2M -8,658 -92%
DG
2004
Dala Group
Illinois
$215K +$204K +802 New
SFG
2005
Sunburst Financial Group
Alabama
$215K +$204K +802 New
PCA
2006
Peddock Capital Advisors
Massachusetts
$215K +$204K +802 New
CWP
2007
Core Wealth Partners
California
$215K -$22.9K -90 -10%
TIM
2008
Tortoise Investment Management
New York
$213K +$9.91K +39 +5%
TP
2009
TritonPoint Partners
Maryland
$212K +$201K +791 New
HB
2010
Horizon Bancorp
Indiana
$212K -$21.3K -84 -10%
FMTC
2011
Farmers & Merchants Trust Company
California
$212K +$201K +790 New
PGF
2012
Plan Group Financial
Oklahoma
$211K +$200K +788 New
PA
2013
Prossimo Advisors
California
$211K +$200K +787 New
RWM
2014
RKL Wealth Management
Pennsylvania
$210K +$199K +784 New
AAA
2015
American Alpha Advisors
New York
$209K -$191K -753 -49%
NEI
2016
Northwest & Ethical Investments
Ontario, Canada
$209K +$197K +775 New
CPA
2017
Capital Planning Advisors
California
$209K +$198K +778 New
TC
2018
Trilogy Capital
California
$208K +$197K +776 New
SWM
2019
Silverlake Wealth Management
Vermont
$207K +$196K +773 New
AAS
2020
Annex Advisory Services
Wisconsin
$207K +$196K +772 New
TSS
2021
Two Sigma Securities
New York
$207K -$95K -374 -33%
PFA
2022
Perryman Financial Advisory
Texas
$207K +$196K +771 New
PWP
2023
Parkwoods Wealth Partners
New York
$207K +$196K +770 New
CPG
2024
Cornerstone Planning Group
New Jersey
$206K +$168K +662 +662%
KWMG
2025
King Wealth Management Group
Florida
$205K +$194K +765 New
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