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ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
SIAS
1101
Shine Investment Advisory Services
Colorado
$816K -$22.4K -76 -3%
BWL
1102
Bogart Wealth LLC
Virginia
$816K +$15.6K +53 +2%
EWA
1103
Exencial Wealth Advisors
Oklahoma
$814K +$23.2K +79 +3%
AL
1104
Aspiriant LLC
California
$813K -$45K -153 -6%
CA
1105
Calton & Associates
Florida
$812K -$427K -1,452 -37%
RTC
1106
Riverview Trust Company
Washington
$811K -$7.94K -27 -1%
SCP
1107
Shorepoint Capital Partners
Massachusetts
$805K +$23.5K +80 +3%
GFS
1108
GYL Financial Synergies
Connecticut
$803K +$28K +95 +4%
WJWM
1109
Williams Jones Wealth Management
New York
$802K +$68.6K +233 +11%
OSIA
1110
O'Shares Investment Advisers
Massachusetts
$800K -$120K -409 -14%
LCM
1111
Leisure Capital Management
California
$799K -$15K -51 -2%
MGIA
1112
Moneta Group Investment Advisors
Missouri
$792K +$422K +1,434 +148%
WA
1113
Wealth Architects
California
$789K +$3.53K +12 +0.5%
CT
1114
Columbia Trust
Oregon
$788K +$704K +2,393 New
FI
1115
FormulaFolio Investments
Michigan
$786K +$20.6K +70 +3%
CPA
1116
Court Place Advisors
Maryland
$784K – – –
BSW
1117
Buckingham Strategic Wealth
Missouri
$782K -$11.8K -40 -2%
JWCA
1118
J.W. Cole Advisors
Florida
$779K +$695K +2,362 New
SW
1119
SteelPeak Wealth
California
$779K +$695K +2,363 New
FC
1120
Ferris Capital
Massachusetts
$775K +$32.7K +111 +5%
GJCM
1121
Grand Jean Capital Management
California
$774K -$8.5M -28,894 -92%
ST
1122
Smithfield Trust
Pennsylvania
$771K +$8.83K +30 +1%
AA
1123
AlphaMark Advisors
Kentucky
$766K – – –
NB
1124
Northwest Bancshares
Pennsylvania
$765K – – –
MFG
1125
Menard Financial Group
Texas
$764K +$682K +2,317 New
43 44
45
46 47