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ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
PPP
1976
Private Portfolio Partners
New Jersey
$374K +$40K +64 +11%
ACS
1977
Archford Capital Strategies
Illinois
$374K -$1.88K -3 -0.5%
JF
1978
JSF Financial
California
$373K -$517K -827 -56%
HWM
1979
Hemington Wealth Management
Virginia
$371K +$9.38K +15 +2%
EHC
1980
Everett Harris & Co
California
$370K -$625 -1 -0.2%
LPIC
1981
LeJeune Puetz Investment Counsel
Michigan
$370K – – –
KA
1982
Klingman & Associates
New York
$370K +$10K +16 +3%
CCM
1983
Community Capital Management
Florida
$369K -$500K -800 -53%
RM
1984
Resource Management
Louisiana
$367K -$3.13K -5 -0.8%
RCG
1985
Rock Creek Group
District of Columbia
$365K -$21.9K -35 -5%
BHBT
1986
Burke & Herbert Bank & Trust
Virginia
$365K -$17.5K -28 -4%
FH
1987
FWG Holdings
Florida
$365K +$24.4K +39 +6%
AC
1988
Addison Capital
Pennsylvania
$364K +$41.9K +67 +12%
XWM
1989
Xcel Wealth Management
Florida
$362K -$21.9K -35 -5%
OCM
1990
One Capital Management
California
$362K +$10K +16 +3%
VR
1991
Viridian RIA
Washington
$361K – – –
GAG
1992
GM Advisory Group
New York
$361K +$10.6K +17 +3%
VWM
1993
Valley Wealth Managers
New Jersey
$361K +$34.4K +55 +9%
ERIM
1994
Eagle Ridge Investment Management
Connecticut
$360K -$2.5K -4 -0.6%
TFGT
1995
TS Financial Group (TSFG)
Illinois
$358K -$9.38K -15 -2%
SWA
1996
SOA Wealth Advisors
New York
$358K – – –
AIP
1997
Almanack Investment Partners
Pennsylvania
$357K +$6.25K +10 +2%
CL
1998
Choreo LLC
Illinois
$357K +$394K +630 New
OPA
1999
Old Port Advisors
Maine
$355K +$40K +64 +10%
PCM
2000
Pennsylvania Capital Management
Pennsylvania
$354K – – –
78 79
80
81 82