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ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
1951
Crestmont Private Wealth
Texas
$440K +$66.9K +156 +16%
LA
1952
Lynch & Associates
Indiana
$439K -$146K -341 -23%
EA
1953
Everpar Advisors
Oklahoma
$439K -$28.7K -67 -6%
YP
1954
YANKCOM Partnership
South Dakota
$438K +$11.2K +26 +2%
KAS
1955
KPP Advisory Services
Kentucky
$437K +$489K +1,140 New
WAOI
1956
Wealth Advisors of Iowa
Iowa
$437K – – –
DIM
1957
DC Investments Management
Virginia
$436K +$191K +445 +64%
SOS
1958
Silver Oak Securities
Tennessee
$435K -$39K -91 -7%
VWA
1959
Visionary Wealth Advisors
Illinois
$435K -$352K -821 -42%
AWM
1960
Aprio Wealth Management
Georgia
$434K +$36.5K +85 +8%
KHCM
1961
Kirtland Hills Capital Management
Ohio
$432K -$14.2K -33 -3%
I
1962
InceptionR
California
$432K +$483K +1,126 New
FFA
1963
Florida Financial Advisors
Florida
$432K -$69.9K -163 -13%
SIAP
1964
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$430K -$6K -14 -1%
GAG
1965
GM Advisory Group
New York
$430K +$138K +322 +40%
AC
1966
Arjuna Capital
North Carolina
$428K -$54.9K -128 -10%
JWCA
1967
J.W. Coons Advisors
Ohio
$426K -$177K -412 -27%
VC
1968
Veracity Capital
Georgia
$425K -$15.4K -36 -3%
PFG
1969
Putney Financial Group
California
$424K -$17.2K -40 -3%
PBC
1970
Pavion Blue Capital
California
$423K – – –
KNW
1971
Kesler Norman & Wride
Utah
$422K +$429 +1 +0.1%
WC
1972
Waterloo Capital
Texas
$422K -$161K -375 -25%
HAS
1973
HBW Advisory Services
California
$421K +$75.9K +177 +19%
SMA
1974
Seven Mile Advisory
New Jersey
$419K +$62.6K +146 +15%
FPWM
1975
FSB Premier Wealth Management
Iowa
$418K +$169K +394 +57%
77 78
79
80 81