We are live on ! Find out more
ADBE icon

Adobe
ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
FOFP
1826
Fee-Only Financial Planning
South Carolina
$727K – – –
PIM
1827
Profit Investment Management
Maryland
$727K +$471K +858 +157%
CF
1828
Convergence Financial
Missouri
$724K -$288K -526 -27%
MAM
1829
MWA Asset Management
Massachusetts
$723K -$28.5K -52 -4%
RWP
1830
Ridgecrest Wealth Partners
California
$721K +$2.19K +4 +0.3%
BCA
1831
Bay Colony Advisors
Massachusetts
$721K +$87.8K +160 +13%
BIA
1832
Benchmark Investment Advisors
Illinois
$719K -$91.6K -167 -11%
CCG
1833
Catalina Capital Group
California
$719K +$104K +190 +16%
EP
1834
Edgestream Partners
New Jersey
$719K +$762K +1,389 New
TBWA
1835
Three Bridge Wealth Advisors
California
$718K +$2.74K +5 +0.4%
RBC
1836
Romano Brothers & Co
Illinois
$717K +$74K +135 +11%
PA
1837
Probity Advisors
Texas
$715K +$64.7K +118 +9%
RIA
1838
Regal Investment Advisors
Michigan
$715K -$1.1K -2 -0.1%
EWA
1839
Etesian Wealth Advisors
Oregon
$715K -$21.4K -39 -3%
CFO
1840
CVA Family Office
Colorado
$714K -$30.2K -55 -4%
SHFA
1841
SS&H Financial Advisors
Michigan
$712K – – –
CHP
1842
Cable Hill Partners
Oregon
$711K +$182K +331 +32%
CP
1843
Castleview Partners
Texas
$711K +$193K +351 +34%
TCM
1844
Tributary Capital Management
Nebraska
$709K -$35.6K -65 -5%
SSW
1845
Smith Shellnut Wilson
Mississippi
$709K – – –
SCP
1846
Sivia Capital Partners
California
$707K +$70.2K +128 +10%
OWP
1847
ORG Wealth Partners
Texas
$707K +$749K +1,366 New
PWAM
1848
Pinnacle West Asset Management
Wyoming
$707K – – –
BFM
1849
Boothbay Fund Management
New York
$707K -$785K -1,431 -51%
NSIM
1850
North Star Investment Management
Illinois
$705K +$54.8K +100 +8%
72 73
74
75 76