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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
E
2001
Entelevest
Florida
$218K +$207K +814 New
PFM
2002
Patton Fund Management
Texas
$218K +$207K +813 New
GFWA
2003
Grey Fox Wealth Advisors
Delaware
$218K -$48.5K -191 -19%
GCL
2004
Gouws Capital LLC
North Carolina
$218K -$31.8K -125 -13%
RCA
2005
Riverview Capital Advisers
Massachusetts
$218K +$206K +811 New
W
2006
Wealthquest
Ohio
$218K +$206K +811 New
COFSG
2007
Carbahal Olsen Financial Services Group
California
$216K +$205K +805 New
ACS
2008
Archford Capital Strategies
Illinois
$216K -$2.2M -8,658 -92%
DG
2009
Dala Group
Illinois
$215K +$204K +802 New
SFG
2010
Sunburst Financial Group
Alabama
$215K +$204K +802 New
PCA
2011
Peddock Capital Advisors
Massachusetts
$215K +$204K +802 New
CWP
2012
Core Wealth Partners
California
$215K -$22.9K -90 -10%
TIM
2013
Tortoise Investment Management
New York
$213K +$9.91K +39 +5%
TP
2014
TritonPoint Partners
Maryland
$212K +$201K +791 New
HB
2015
Horizon Bancorp
Indiana
$212K -$21.3K -84 -10%
FMTC
2016
Farmers & Merchants Trust Company
California
$212K +$201K +790 New
PGF
2017
Plan Group Financial
Oklahoma
$211K +$200K +788 New
PA
2018
Prossimo Advisors
California
$211K +$200K +787 New
RWM
2019
RKL Wealth Management
Pennsylvania
$210K +$199K +784 New
AAA
2020
American Alpha Advisors
New York
$209K -$191K -753 -49%
NEI
2021
Northwest & Ethical Investments
Ontario, Canada
$209K +$197K +775 New
CPA
2022
Capital Planning Advisors
California
$209K +$198K +778 New
TC
2023
Trilogy Capital
California
$208K +$197K +776 New
SWM
2024
Silverlake Wealth Management
Vermont
$207K +$196K +773 New
AAS
2025
Annex Advisory Services
Wisconsin
$207K +$196K +772 New
79 80
81
82 83