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ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
AGA
1001
Accuvest Global Advisors
Utah
$860K -$321K -1,155 -28%
MWM
1002
Modera Wealth Management
New Jersey
$857K +$1.67K +6 +0.2%
BDF
1003
Balasa Dinverno & Foltz
$856K -$65.3K -235 -7%
FAIM
1004
Financial Advocates Investment Management
Washington
$855K +$2.5K +9 +0.3%
JFA
1005
Johanson Financial Advisors
California
$854K +$106K +381 +15%
CGL
1006
Clarius Group LLC
Washington
$851K +$95.5K +344 +14%
CAW
1007
Cornerstone Advisors (Washington)
Washington
$849K +$25.8K +93 +3%
SA
1008
Shilanski & Associates
Alaska
$849K +$800K +2,882 New
NME
1009
Notis-McConarty Edward
$848K -$27.8K -100 -3%
PWMG
1010
Prestige Wealth Management Group
New Jersey
$847K -$91.1K -328 -10%
CRWM
1011
Castle Rock Wealth Management
California
$845K +$803K +2,893 New
EP
1012
Edgestream Partners
New Jersey
$826K -$6.29M -22,657 -89%
FPA
1013
First Pacific Advisors
California
$825K – – –
EWA
1014
Exencial Wealth Advisors
Oklahoma
$823K – – –
JAM
1015
Jupiter Asset Management
United Kingdom
$820K – – –
LNC
1016
Lincoln National Corp
Pennsylvania
$818K +$101K +364 +15%
AAP
1017
Aristotle Atlantic Partners
Florida
$816K +$92.5K +333 +14%
TAM
1018
Tradition Asset Management
Virginia
$810K +$764K +2,750 New
ACM
1019
Avalon Capital Management
California
$804K -$137K -495 -15%
KMWM
1020
Keudell/Morrison Wealth Management
Oregon
$803K -$22.5K -81 -3%
OMC
1021
Overbrook Management Corp
New York
$802K – – –
BCA
1022
Bray Capital Advisors
Florida
$801K – – –
HIIFS
1023
Harel Insurance Investments & Financial Services
Israel
$800K +$562K +2,025 +293%
AAS
1024
Avantax Advisory Services
Texas
$797K +$117K +420 +18%
PTB
1025
Pioneer Trust Bank
Oregon
$796K – – –
39 40
41
42 43