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ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
1951
Romano Brothers & Co
Illinois
$583K +$340K +593 +106%
SSA
1952
Sierra Summit Advisors
Nevada
$582K -$3.84M -6,702 -85%
MFG
1953
Menard Financial Group
Texas
$582K +$573 +1 +0.1%
ICP
1954
Interchange Capital Partners
Pennsylvania
$580K +$1.72K +3 +0.3%
ACM
1955
Alpha Capital Management
Texas
$579K +$419K +731 +175%
WRPWM
1956
Werba Rubin Papier Wealth Management
California
$578K +$44.7K +78 +7%
MA
1957
MJP Associates
Connecticut
$577K +$111K +194 +20%
RSA
1958
River Street Advisors
Illinois
$571K +$107K +186 +20%
SP
1959
Stablepoint Partners
Massachusetts
$571K +$186K +325 +40%
PPWM
1960
Paragon Private Wealth Management
Kentucky
$568K +$195K +341 +43%
EAM
1961
Evanson Asset Management
California
$568K – – –
DFA
1962
Delta Financial Advisors
Louisiana
$563K – – –
SCP
1963
Sivia Capital Partners
California
$560K -$12.6K -22 -2%
CWG
1964
Cornerstone Wealth Group
North Carolina
$558K +$288K +503 +83%
PCG
1965
Prosperity Consulting Group
Maryland
$558K +$165K +287 +35%
MCWA
1966
Meadow Creek Wealth Advisors
Georgia
$557K -$14.9K -26 -2%
CBTWT
1967
Community Bank & Trust (Waco, Texas)
Texas
$557K -$18.9K -33 -3%
PBC
1968
Pavion Blue Capital
California
$556K – – –
MAM
1969
Magellan Asset Management
Australia
$556K +$124K +217 +25%
DWA
1970
Delap Wealth Advisory
Oregon
$554K +$629K +1,097 New
CIC
1971
Chase Investment Counsel
Virginia
$553K – – –
PHIC
1972
Pine Haven Investment Counsel
Massachusetts
$553K – – –
ATC
1973
Adirondack Trust Company
New York
$551K +$8.6K +15 +1%
ONSWM
1974
Old North State Wealth Management
North Carolina
$551K +$65.3K +114 +12%
CCFM
1975
Clear Creek Financial Management
Washington
$551K +$250K +437 +67%
77 78
79
80 81