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ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1926
Covenant Partners
Tennessee
$628K -$13.8K -24 -2%
GWMR
1927
GC Wealth Management RIA
Massachusetts
$628K +$354K +618 +99%
VC
1928
Vicus Capital
Pennsylvania
$626K +$292K +510 +70%
TMWM
1929
Taylor & Morgan Wealth Management
Michigan
$624K -$25.2K -44 -3%
NCFG
1930
New Century Financial Group
New Jersey
$621K -$95.7K -167 -12%
9WM
1931
9258 Wealth Management
Ohio
$620K +$60.8K +106 +9%
IA
1932
IAM Advisory
Pennsylvania
$617K -$40.1K -70 -5%
CSA
1933
Cottage Street Advisors
Massachusetts
$616K +$125K +218 +22%
EWM
1934
Evermay Wealth Management
Virginia
$613K -$2.29K -4 -0.3%
NP
1935
Ninepoint Partners
Ontario, Canada
$613K +$75.1K +131 +12%
CCG
1936
Catalina Capital Group
California
$611K +$418K +729 +151%
IFS
1937
Ifrah Financial Services
Arkansas
$606K -$15.5K -27 -2%
LWMG
1938
Levy Wealth Management Group
Pennsylvania
$603K – – –
JWM
1939
Janiczek Wealth Management
Colorado
$601K +$5.73K +10 +0.8%
RIA
1940
Richwood Investment Advisors
Ohio
$599K -$12.6K -22 -2%
TP
1941
Tranquility Partners
Tennessee
$599K +$161K +281 +31%
CAGAS
1942
Capital Advisory Group Advisory Services
Minnesota
$597K -$14.3K -25 -2%
RZH
1943
Relyea Zuckerberg Hanson
Connecticut
$596K +$44.7K +78 +7%
ECAM
1944
East Coast Asset Management
Massachusetts
$595K – – –
SIAP
1945
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$590K -$43K -75 -6%
OL
1946
OneFund LLC
Florida
$588K -$17.8K -31 -3%
TCPW
1947
Twin City Private Wealth
North Carolina
$586K +$666K +1,162 New
FWP
1948
Falcon Wealth Planning
California
$586K -$6.88K -12 -1%
IP
1949
Investment Partners
Ohio
$585K +$10.9K +19 +2%
SBF
1950
Sara-Bay Financial
Florida
$583K – – –
76 77
78
79 80