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ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
1801
Monterey Private Wealth
California
$244K +$232K +498 New
AUB
1802
Atlantic Union Bankshares
Virginia
$243K +$231K +496 New
IGGA
1803
Iron Gate Global Advisors
Utah
$243K +$231K +496 New
PPW
1804
Parcion Private Wealth
Washington
$242K – – –
CAI
1805
Capital Advisors Inc
Oklahoma
$242K +$230K +494 New
IP
1806
Investment Partners
Ohio
$241K -$300K -645 -57%
TA
1807
Trellis Advisors
Washington
$241K – – –
MPPLM
1808
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$241K +$6.05K +13 +3%
CG
1809
Cutler Group
California
$240K – – –
FWP
1810
FAS Wealth Partners
Kansas
$240K +$5.12K +11 +2%
TFA
1811
Teamwork Financial Advisors
Texas
$240K +$228K +490 New
BIA
1812
Bigelow Investment Advisors
Maine
$238K +$226K +486 New
CBTWT
1813
Community Bank & Trust (Waco, Texas)
Texas
$236K -$46.1K -99 -17%
CWM
1814
Concentric Wealth Management
California
$236K -$465 -1 -0.2%
OCM
1815
Osterweis Capital Management
California
$236K – – –
KA
1816
Klingman & Associates
New York
$236K +$224K +482 New
IIC
1817
Ironwood Investment Counsel
Arizona
$235K – – –
AFA
1818
Arlington Financial Advisors
California
$235K +$223K +480 New
IFAM
1819
Institutional & Family Asset Management
Colorado
$233K -$95.4K -205 -30%
ACM
1820
Alpha Capital Management
Texas
$232K +$220K +474 New
CCM
1821
Cohen Capital Management
California
$231K – – –
FPF
1822
First Pacific Financial
Washington
$231K +$220K +472 New
SP
1823
Successful Portfolios
Florida
$230K – – –
BFO
1824
Biltmore Family Office
North Carolina
$229K – – –
SPP
1825
Single Point Partners
Massachusetts
$228K -$23.3K -50 -10%
71 72
73
74 75