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ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1651
Ducere Wealth Management
California
$509K +$495K +1,455 New
AWM
1652
Aviso Wealth Management
Washington
$509K -$31.3K -92 -6%
LA
1653
LVW Advisors
New York
$508K +$59.9K +176 +14%
JSAM
1654
J. Safra Asset Management
New York
$508K +$422K +1,242 +591%
AA
1655
ABC Arbitrage
France
$508K +$494K +1,452 New
IPAM
1656
Investment Partners Asset Management
New Jersey
$507K -$60.5K -178 -11%
FWP
1657
Falcon Wealth Planning
California
$507K +$57.8K +170 +13%
UCB
1658
United Community Bank
South Carolina
$505K -$582K -1,712 -54%
SIG
1659
Sargent Investment Group
Maryland
$505K +$490K +1,442 New
LPAM
1660
Lodestar Private Asset Management
California
$503K -$12.2K -36 -2%
NGA
1661
Naples Global Advisors
Florida
$502K -$12.6K -37 -3%
OIS
1662
OneAscent Investment Solutions
Alabama
$502K +$35.7K +105 +8%
NPA
1663
Nichols & Pratt Advisers
Massachusetts
$500K -$25.5K -75 -5%
CA
1664
Crumly & Associates
Illinois
$499K -$2.04K -6 -0.4%
AA
1665
Advisory Advocates
Michigan
$496K +$482K +1,418 New
VCM
1666
Virtue Capital Management
Tennessee
$496K -$22.1K -65 -4%
DA
1667
Dillon & Associates
Michigan
$496K -$600K -1,765 -55%
SC
1668
Sierra Capital
Florida
$496K – – –
CM
1669
Cercano Management
Washington
$494K – – –
OWP
1670
ORG Wealth Partners
Texas
$494K +$88.8K +261 +23%
ML
1671
McAdam LLC
Pennsylvania
$493K +$118K +346 +33%
CWM
1672
Connecticut Wealth Management
Connecticut
$493K -$85.7K -252 -15%
FOFP
1673
Fee-Only Financial Planning
South Carolina
$492K – – –
PAW
1674
Plan A Wealth
Nebraska
$491K +$36.4K +107 +8%
JWM
1675
Jeppson Wealth Management
California
$489K -$46.6K -137 -9%
65 66
67
68 69