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ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1451
PRW Wealth Management
Massachusetts
$1.02M +$894K +1,735 New
MS
1452
Maven Securities
Jersey
$1.01M -$1.36M -2,634 -60%
LWAM
1453
Legacy Wealth Asset Management
Minnesota
$1.01M +$19.1K +37 +2%
QI
1454
Qtron Investments
Massachusetts
$1.01M – – –
VBCG
1455
Valley Brook Capital Group
Pennsylvania
$1.01M +$90.2K +175 +11%
PWMG
1456
Prestige Wealth Management Group
New Jersey
$1M -$204K -396 -19%
CPO
1457
Cerity Partners OCIO
New York
$1M +$72.7K +141 +9%
AWA
1458
Alta Wealth Advisors
Massachusetts
$1M +$76.8K +149 +10%
SOAMC
1459
Spirit of America Management Corp
New York
$996K -$503K -975 -36%
SCA
1460
Sippican Capital Advisors
Massachusetts
$996K -$90.2K -175 -9%
AA
1461
Auxano Advisors
Washington
$992K +$5.67K +11 +0.7%
IF
1462
Intrua Financial
Texas
$991K +$39.7K +77 +5%
CCMG
1463
Clark Capital Management Group
Pennsylvania
$990K -$394K -764 -31%
CANC
1464
Culbertson A N & Co
Virginia
$981K +$92.8K +180 +12%
PIA
1465
Perennial Investment Advisors
California
$969K -$18.6K -36 -2%
SFA
1466
Sequoia Financial Advisors
Ohio
$969K +$19.1K +37 +2%
PP
1467
Professional Planning
California
$968K -$48.5K -94 -5%
RWA
1468
Redhawk Wealth Advisors
Minnesota
$963K +$88.7K +172 +12%
FFA
1469
Founders Financial Alliance
North Carolina
$963K +$107K +208 +14%
PWMAG
1470
Pinnacle Wealth Management Advisory Group
New Jersey
$963K +$146K +284 +21%
SWM
1471
Segment Wealth Management
Texas
$957K – – –
AWM
1472
Atticus Wealth Management
Florida
$956K -$14.9K -29 -2%
IFG
1473
Investors Financial Group
Minnesota
$952K -$1.03K -2 -0.1%
FFG
1474
Frisch Financial Group
New York
$951K -$66.5K -129 -7%
SIG
1475
Sky Investment Group
Connecticut
$951K +$50K +97 +6%
57 58
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60 61