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ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
1451
Valeo Financial Advisors
Indiana
$760K -$326K -801 -28%
ASC
1452
Atalanta Sosnoff Capital
New York
$757K -$34.6M -85,105 -98%
CSA
1453
Cottage Street Advisors
Massachusetts
$754K -$247K -608 -23%
AWA
1454
Arkadios Wealth Advisors
Georgia
$752K +$75.7K +186 +10%
CB
1455
CNB Bank
Pennsylvania
$748K +$34.6K +85 +4%
TMWM
1456
Taylor & Morgan Wealth Management
Michigan
$746K – – –
RIG
1457
Ramiah Investment Group
Wisconsin
$746K +$60.6K +149 +8%
HL
1458
HeadInvest LLC
Maine
$745K +$4.88K +12 +0.6%
BAM
1459
Brave Asset Management
New Jersey
$742K -$1.63K -4 -0.2%
PCP
1460
Proficio Capital Partners
Massachusetts
$742K +$59K +145 +8%
FPF
1461
First Pacific Financial
Washington
$741K +$35K +86 +4%
MSFS
1462
Main Street Financial Solutions
Pennsylvania
$741K +$136K +334 +20%
CA
1463
Calton & Associates
Florida
$737K -$52.5K -129 -6%
CCFP
1464
Charles Carroll Financial Partners
Massachusetts
$732K – – –
RC
1465
RBF Capital
California
$732K – – –
H
1466
HoyleCohen
California
$730K -$20.3K -50 -2%
EBA
1467
Eagle Bay Advisors
New York
$730K +$27.3K +67 +3%
NFC
1468
Northeast Financial Consultants
Connecticut
$728K -$37K -91 -4%
GWM
1469
Greenwich Wealth Management
Connecticut
$728K +$35K +86 +5%
WP
1470
WealthSource Partners
California
$727K -$99.7K -245 -11%
MFA
1471
Mayflower Financial Advisors
Massachusetts
$725K +$295K +726 +58%
HPWM
1472
Highland Private Wealth Management
Washington
$722K -$22.4K -55 -3%
AO
1473
Advisor OS
Illinois
$718K -$244K -599 -23%
MCM
1474
Manchester Capital Management
Vermont
$717K -$104K -256 -12%
TCOT
1475
Trust Company of Toledo
Ohio
$715K – – –
57 58
59
60 61