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ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1876
Bison Wealth
Georgia
$662K – – –
WI
1877
WBI Investments
New Jersey
$661K -$489K -1,009 -46%
CAGAS
1878
Capital Advisory Group Advisory Services
Minnesota
$661K +$2.9K +6 +0.5%
MAWA
1879
Moss Adams Wealth Advisors
Washington
$658K +$101K +209 +21%
MCM
1880
Mattern Capital Management
Colorado
$657K +$160K +330 +39%
OL
1881
OneFund LLC
Florida
$656K +$4.84K +10 +0.9%
ECAM
1882
East Coast Asset Management
Massachusetts
$655K – – –
WWM
1883
Whalen Wealth Management
Nevada
$654K +$369K +763 +184%
BB
1884
Bell Bank
North Dakota
$654K +$570K +1,177 New
BOPW
1885
Brandywine Oak Private Wealth
Pennsylvania
$653K -$80.9K -167 -12%
FWP
1886
Falcon Wealth Planning
California
$651K +$5.33K +11 +0.9%
SIAP
1887
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$650K – – –
WRPWM
1888
Werba Rubin Papier Wealth Management
California
$649K +$11.1K +23 +2%
RIL
1889
Rothschild Investment LLC
Illinois
$649K +$304K +627 +116%
AWM
1890
Aries Wealth Management
Maine
$647K +$249K +515 +79%
WHCI
1891
W.H. Cornerstone Investments
Massachusetts
$646K +$35.3K +73 +7%
SBF
1892
Sara-Bay Financial
Florida
$646K – – –
KCFA
1893
Key Client Fiduciary Advisors
New Jersey
$644K +$78.9K +163 +16%
HI
1894
Harbour Investments
Wisconsin
$642K +$86.2K +178 +18%
DOA
1895
D'Orazio & Associates
Virginia
$639K -$102K -210 -15%
WOSD
1896
WFA of San Diego
California
$638K +$556K +1,149 New
VC
1897
Veracity Capital
Georgia
$638K -$65.9K -136 -11%
KA
1898
Kozak & Associates
Colorado
$637K -$1.94K -4 -0.4%
CIS
1899
Custom Index Systems
New York
$636K -$114K -235 -17%
WCM
1900
Windward Capital Management
California
$636K -$76K -157 -12%
74 75
76
77 78