We are live on ! Find out more
ADBE icon

Adobe
ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
1976
Kaizen Financial Strategies
California
$300K -$298K -831 -48%
SL
1977
Sentinus LLC
Illinois
$299K +$304K +847 New
OIS
1978
Okabena Investment Services
Minnesota
$298K +$304K +846 New
SH
1979
SLT Holdings
Arizona
$298K -$272K -759 -47%
CSPIA
1980
Cary Street Partners Investment Advisory
Virginia
$297K -$23.7K -66 -7%
OC
1981
Oakworth Capital
Alabama
$297K -$2.87K -8 -0.9%
WCM
1982
Wedge Capital Management
North Carolina
$297K +$7.89K +22 +3%
RWMG
1983
Redwood Wealth Management Group
New Jersey
$297K -$65.3K -182 -18%
FB
1984
Finward Bancorp
Indiana
$296K – – –
AGA
1985
Arkos Global Advisors
Texas
$296K +$301K +840 New
SIG
1986
Spinnaker Investment Group
California
$296K -$29.8K -83 -9%
TFS
1987
Thoroughbred Financial Services
Tennessee
$295K -$26.5K -74 -8%
CWM
1988
Challenger Wealth Management
California
$295K -$230K -641 -43%
CIS
1989
Custom Index Systems
New York
$295K +$300K +836 New
WBC
1990
West Branch Capital
Massachusetts
$293K +$144K +400 +93%
CA
1991
Claro Advisors
Massachusetts
$293K +$42.7K +119 +17%
GHA
1992
Granite Harbor Advisors
Texas
$292K +$25.8K +72 +10%
MBT
1993
Montecito Bank & Trust
California
$291K +$296K +826 New
CBTWT
1994
Community Bank & Trust (Waco, Texas)
Texas
$291K -$42.3K -118 -13%
SC
1995
Searle & Co
Connecticut
$291K – – –
ALAM
1996
Asahi Life Asset Management
Japan
$290K +$295K +822 New
SMFG
1997
Sumitomo Mitsui Financial Group
Japan
$288K +$126K +350 +78%
GPWM
1998
Grant Private Wealth Management
California
$287K +$292K +814 New
SIC
1999
Salem Investment Counselors
North Carolina
$287K -$172K -480 -37%
VAG
2000
VisionPoint Advisory Group
Texas
$285K -$42.3K -118 -13%
78 79
80
81 82