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ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
MTWM
1901
Masso Torrence Wealth Management
New Jersey
$370K +$12K +25 +3%
LAM
1902
L2 Asset Management
Massachusetts
$370K +$63K +131 +19%
IGWM
1903
ICA Group Wealth Management
Colorado
$370K +$415K +862 New
FRA
1904
Frank Rimerman Advisors
California
$369K +$178K +371 +85%
WPP
1905
Whalerock Point Partners
Rhode Island
$369K – – –
TWI
1906
Thomas White International
Illinois
$368K – – –
OR
1907
Olympiad Research
Connecticut
$367K +$20.7K +43 +6%
I
1908
INVST
Indiana
$366K +$7.22K +15 +2%
GWANC
1909
Guardian Wealth Advisors (North Carolina)
North Carolina
$365K -$306K -637 -44%
AF
1910
AtlasMark Financial
Texas
$364K – – –
HA
1911
Herold Advisors
New York
$364K – – –
CIP
1912
Convergence Investment Partners
Florida
$363K -$8.18K -17 -2%
CPA
1913
Cardiff Park Advisors
California
$362K +$1.92K +4 +0.5%
SCA
1914
Southern Capital Advisors
Tennessee
$361K +$1.44K +3 +0.4%
FCA
1915
FinTrust Capital Advisors
South Carolina
$361K +$55.3K +115 +17%
ANHIM
1916
Alan N. Hoffman Investment Management
Massachusetts
$360K – – –
SFP
1917
Sandbox Financial Partners
Maryland
$360K +$1.92K +4 +0.5%
SVWAG
1918
Sound View Wealth Advisors Group
Georgia
$359K +$4.81K +10 +1%
OCM
1919
One Capital Management
California
$359K +$72.2K +150 +23%
PS
1920
Planned Solutions
California
$357K – – –
PPW
1921
Parcion Private Wealth
Washington
$357K +$12.5K +26 +3%
ACM
1922
Argent Capital Management
Missouri
$351K – – –
AAM
1923
Auxier Asset Management
Oregon
$351K – – –
VST
1924
Van Strum & Towne
California
$351K – – –
GWS
1925
Glassman Wealth Services
Virginia
$350K +$123K +256 +50%
75 76
77
78 79