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ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1401
Liberty Wealth Management
California
$307K – – –
ADL
1402
Asset Dedication LLC
California
$306K -$301K -1,271 -46%
PTP
1403
Platform Technology Partners
New York
$302K +$69.9K +295 +25%
DWA
1404
Douglass Winthrop Advisors
New York
$301K -$45.2K -191 -12%
NI
1405
Natural Investments
California
$296K -$15.6K -66 -4%
UBG
1406
United Bank (Georgia)
Georgia
$295K -$525K -2,217 -61%
RFA
1407
Resurgent Financial Advisors
Georgia
$294K +$339K +1,432 New
CC
1408
Clearwave Capital
California
$293K +$65.6K +277 +24%
PWAM
1409
Pinnacle West Asset Management
Wyoming
$293K +$7.11K +30 +2%
MC
1410
Machina Capital
France
$293K +$338K +1,427 New
EFG
1411
Everhart Financial Group
Ohio
$292K -$185K -782 -35%
PL
1412
PeakShares LLC
Florida
$292K +$11.8K +50 +4%
EGA
1413
Eagle Global Advisors
Texas
$291K -$190K -804 -36%
CT
1414
Colonial Trust
South Carolina
$290K -$62.3K -263 -16%
CM
1415
Cercano Management
Washington
$289K – – –
VWA
1416
Visionary Wealth Advisors
Illinois
$289K -$55.4K -234 -14%
OL
1417
Optas LLC
Texas
$289K +$112K +474 +51%
RCM
1418
Requisite Capital Management
Texas
$288K -$7.58K -32 -2%
AF
1419
Advisornet Financial
Minnesota
$288K +$6.4K +27 +2%
FOFP
1420
Fee-Only Financial Planning
South Carolina
$288K – – –
TRIA
1421
Trail Ridge Investment Advisors
Colorado
$288K -$640K -2,701 -66%
PWM
1422
Palumbo Wealth Management
New York
$287K -$9.24K -39 -3%
VIP
1423
Viewpoint Investment Partners
Alberta, Canada
$287K +$332K +1,400 New
SC
1424
Sierra Capital
Florida
$286K – – –
IA
1425
IFG Advisory
Georgia
$285K +$329K +1,390 New
55 56
57
58 59