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ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
TFCP
1801
Twin Focus Capital Partners
Massachusetts
$332K – – –
MGAM
1802
McGowan Group Asset Management
Texas
$331K – – –
FPFS
1803
First Personal Financial Services
North Carolina
$330K -$23.4K -50 -7%
LFA
1804
Legacy Financial Advisors
Kentucky
$329K +$10.3K +22 +3%
I
1805
INVST
Indiana
$329K +$14K +30 +5%
MPIA
1806
Mountain Pacific Investment Advisers
Idaho
$327K +$20.6K +44 +7%
SG
1807
StoneX Group
New York
$326K -$5.61K -12 -2%
XWM
1808
Xcel Wealth Management
Florida
$324K – – –
BBI
1809
Baxter Bros Inc
Connecticut
$323K +$317K +679 New
TFGT
1810
TS Financial Group (TSFG)
Illinois
$322K – – –
PBO
1811
Peoples Bank (Ohio)
Ohio
$322K +$32.7K +70 +12%
WCWM
1812
Willow Creek Wealth Management
California
$319K – – –
BHBT
1813
Burke & Herbert Bank & Trust
Virginia
$318K +$19.2K +41 +7%
IP
1814
Investment Partners
Ohio
$317K +$81.8K +175 +36%
WFA
1815
Wade Financial Advisory
California
$316K – – –
MCM
1816
MV Capital Management
Maryland
$316K +$4.21K +9 +1%
AWM
1817
Aries Wealth Management
Maine
$315K -$100K -214 -26%
TPM
1818
Triasima Portfolio Management
Quebec, Canada
$314K -$505K -1,080 -62%
AF
1819
Aldebaran Financial
$314K – – –
CCMD
1820
Cypress Capital Management (Delaware)
Delaware
$314K +$5.14K +11 +2%
AP
1821
Americana Partners
Texas
$314K +$32.3K +69 +12%
GC
1822
Garde Capital
Washington
$312K -$33.2K -71 -10%
DW
1823
Domani Wealth
Pennsylvania
$311K +$47.2K +101 +18%
B
1824
Bellecapital
Switzerland
$309K -$133K -284 -30%
LA
1825
Latitude Advisors
Florida
$309K -$7.48K -16 -2%
71 72
73
74 75