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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
2001
CNB Bank
Pennsylvania
$28K -$2.33K -10 -7%
CVM
2002
Cheviot Value Management
California
$27.8K – – –
EWP
2003
Elevation Wealth Partners
California
$27.2K +$4.43K +19 +16%
AT
2004
Arlington Trust
Alabama
$26.8K +$31.5K +135 New
CSB
2005
City State Bank
Iowa
$26.4K +$466 +2 +2%
NWM
2006
Nova Wealth Management
Florida
$25.4K +$8.15K +35 +38%
GJIA
2007
Glass Jacobson Investment Advisors
Maryland
$25.2K – – –
SEP
2008
Signature Equity Partners
Ohio
$24K -$233 -1 -0.8%
CH
2009
Canton Hathaway
Rhode Island
$23.8K – – –
GTAM
2010
Global Trust Asset Management
Florida
$23.6K -$12.8K -55 -32%
TCM
2011
Triumph Capital Management
Colorado
$23K +$1.17K +5 +5%
CW
2012
CrossGen Wealth
North Carolina
$22.9K -$67.3K -289 -72%
DCM
2013
Davis Capital Management
Florida
$22.8K -$233 -1 -0.9%
MSG
2014
Main Street Group
Virginia
$22.8K +$26.8K +115 New
SC
2015
Steph & Co
Wisconsin
$22.2K +$466 +2 +2%
FFO
2016
Fortitude Family Office
Arizona
$22K -$13K -56 -34%
DWA
2017
Delos Wealth Advisors
Texas
$21.8K -$9.55K -41 -27%
MWA
2018
Medallion Wealth Advisors
Connecticut
$21.8K – – –
MWM
2019
Mascoma Wealth Management
New Hampshire
$21.4K -$9.55K -41 -28%
MEG
2020
Millstone Evans Group
Colorado
$21.4K +$699 +3 +3%
JGCM
2021
Joseph Group Capital Management
Ohio
$20.6K +$4.89K +21 +25%
MFP
2022
Meramec Financial Planners
Missouri
$20.3K -$222K -952 -90%
SSG
2023
Summit Securities Group
New York
$20K -$191K -820 -89%
OA
2024
Operose Advisors
Wisconsin
$20K +$16.1K +69 +216%
NWM
2025
Navigoe Wealth Management
California
$20K – – –
79 80
81
82 83