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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
2001
City State Bank
Iowa
$26.4K +$466 +2 +2%
NWM
2002
Nova Wealth Management
Florida
$25.4K +$8.15K +35 +38%
GJIA
2003
Glass Jacobson Investment Advisors
Maryland
$25.2K – – –
SEP
2004
Signature Equity Partners
Ohio
$24K -$233 -1 -0.8%
CH
2005
Canton Hathaway
Rhode Island
$23.8K – – –
GTAM
2006
Global Trust Asset Management
Florida
$23.6K -$12.8K -55 -32%
TCM
2007
Triumph Capital Management
Colorado
$23K +$1.17K +5 +5%
CW
2008
CrossGen Wealth
North Carolina
$22.9K -$67.3K -289 -72%
DCM
2009
Davis Capital Management
Florida
$22.8K -$233 -1 -0.9%
MSG
2010
Main Street Group
Virginia
$22.8K +$26.8K +115 New
SC
2011
Steph & Co
Wisconsin
$22.2K +$466 +2 +2%
FFO
2012
Fortitude Family Office
Arizona
$22K -$13K -56 -34%
DWA
2013
Delos Wealth Advisors
Texas
$21.8K -$9.55K -41 -27%
MWA
2014
Medallion Wealth Advisors
Connecticut
$21.8K – – –
MWM
2015
Mascoma Wealth Management
New Hampshire
$21.4K -$9.55K -41 -28%
MEG
2016
Millstone Evans Group
Colorado
$21.4K +$699 +3 +3%
JGCM
2017
Joseph Group Capital Management
Ohio
$20.6K +$4.89K +21 +25%
MFP
2018
Meramec Financial Planners
Missouri
$20.3K -$222K -952 -90%
SSG
2019
Summit Securities Group
New York
$20K -$191K -820 -89%
OA
2020
Operose Advisors
Wisconsin
$20K +$16.1K +69 +216%
NWM
2021
Navigoe Wealth Management
California
$20K – – –
BC
2022
Barrett & Company
Rhode Island
$19.8K – – –
BOTPPF
2023
Board of the Pension Protection Fund
United Kingdom
$19.8K – – –
KLWA
2024
Kelly Lawrence W & Associates
California
$19.8K – – –
MO
2025
McMillan Office
Michigan
$19.8K – – –
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81
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