We are live on ! Find out more
ADBE icon

Adobe
ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
NWS
1926
Newport Wealth Strategies
California
$290K -$5.16K -10 -2%
PFA
1927
Pure Financial Advisors
California
$290K – – –
RWM
1928
RKL Wealth Management
Pennsylvania
$290K – – –
GL
1929
Graypoint LLC
New York
$290K +$256K +496 New
CIM
1930
Contravisory Investment Management
Massachusetts
$289K -$7.22K -14 -3%
NC
1931
NinePointTwo Capital
California
$288K – – –
JWM
1932
Janiczek Wealth Management
Colorado
$288K +$39.2K +76 +18%
TA
1933
Trellis Advisors
Washington
$287K -$4.64K -9 -2%
AWA
1934
Acorn Wealth Advisors
Michigan
$285K -$12.9K -25 -5%
KFS
1935
Kurt F. Somerville
$285K +$251K +487 New
FNT
1936
First Nebraska Trust
Nebraska
$284K -$2.58K -5 -1%
BFO
1937
Biltmore Family Office
North Carolina
$284K +$9.79K +19 +4%
BFS
1938
Bard Financial Services
Connecticut
$284K +$12.9K +25 +5%
MA
1939
MONECO Advisors
Connecticut
$283K +$2.06K +4 +0.8%
WPA
1940
West Paces Advisors
Georgia
$281K +$13.9K +27 +6%
BHTS
1941
Bar Harbor Trust Services
Maine
$279K – – –
ORI
1942
Oak Ridge Investments
Illinois
$279K – – –
EFG
1943
Everhart Financial Group
Ohio
$279K +$246K +477 New
CWP
1944
Capital Wealth Planning
Florida
$277K -$5.67K -11 -2%
OWA
1945
One Wealth Advisors
California
$276K -$143K -277 -37%
CCM
1946
Cohen Capital Management
California
$276K – – –
RM
1947
Resource Management
Louisiana
$275K +$8.25K +16 +4%
KFGK
1948
Keystone Financial Group (Kentucky)
Kentucky
$272K -$153K -297 -39%
IIC
1949
Ironwood Investment Counsel
Arizona
$272K – – –
JCM
1950
Jacobi Capital Management
Pennsylvania
$272K +$11.9K +23 +5%
76 77
78
79 80