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ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
1676
Berkshire Bank
Massachusetts
$702K +$117K +290 +25%
TMWM
1677
Taylor & Morgan Wealth Management
Michigan
$701K -$37.1K -92 -6%
CP
1678
Castleview Partners
Texas
$700K -$18.5K -46 -3%
WPP
1679
Whalerock Point Partners
Rhode Island
$698K +$23K +57 +4%
FHC
1680
First Heartland Consultants
Missouri
$698K -$200K -497 -26%
HS
1681
HighVista Strategies
Massachusetts
$697K +$574K +1,425 New
CA
1682
Claro Advisors
Massachusetts
$693K +$41.1K +102 +8%
RC
1683
Rovin Capital
Arizona
$693K -$40.3K -100 -7%
AWA
1684
Aaron Wealth Advisors
Illinois
$692K +$63.2K +157 +12%
RWP
1685
Ridgecrest Wealth Partners
California
$691K +$15.7K +39 +3%
PWM
1686
PBMares Wealth Management
Virginia
$691K -$20.5K -51 -3%
PFGIA
1687
Patriot Financial Group Insurance Agency
Massachusetts
$690K +$48.3K +120 +9%
FOFP
1688
Fee-Only Financial Planning
South Carolina
$690K – – –
MSR
1689
Main Street Research
Connecticut
$687K +$80.6K +200 +17%
ZF
1690
Zhang Financial
Michigan
$687K +$55.2K +137 +11%
LFA
1691
Legacy Financial Advisors
Kentucky
$686K +$52.8K +131 +10%
MS
1692
Mizuho Securities
Japan
$685K +$359K +890 +175%
ETIA
1693
Epic Trust Investment Advisors
Washington
$684K +$185K +458 +49%
CC
1694
Cornerstone Capital
California
$683K +$563K +1,397 New
BFG
1695
Berger Financial Group
Minnesota
$682K -$4.83K -12 -0.9%
VC
1696
Veracity Capital
Georgia
$682K +$96.3K +239 +21%
BOPW
1697
Brandywine Oak Private Wealth
Pennsylvania
$681K – – –
GTAM
1698
Global Trust Asset Management
Florida
$679K +$5.24K +13 +0.9%
FAFN
1699
First Affirmative Financial Network
Colorado
$675K +$166K +412 +43%
OFG
1700
Oxford Financial Group
Indiana
$675K +$556K +1,380 New
66 67
68
69 70