We are live on ! Find out more
ADBE icon

Adobe
ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
1976
Key Financial Inc
Pennsylvania
$39.6K -$6.09K -22 -12%
GA
1977
GoalVest Advisory
New York
$39.4K – – –
CPG
1978
Cornerstone Planning Group
New Jersey
$38.9K +$1.66K +6 +4%
CB
1979
Community Bank
New York
$37.4K – – –
JSAM
1980
J. Safra Asset Management
New York
$36.9K -$360K -1,300 -90%
FP
1981
Financial Perspectives
Minnesota
$36.7K – – –
FDW
1982
Fourth Dimension Wealth
Ohio
$36.5K – – –
WA
1983
WPG Advisers
Maryland
$36.5K +$7.2K +26 +21%
CW
1984
CrossGen Wealth
North Carolina
$35.7K – – –
QWM
1985
Quaker Wealth Management
New Jersey
$35.2K -$109K -392 -73%
CCA
1986
Catalyst Capital Advisors
New York
$35.2K -$5.26K -19 -12%
BOJHT
1987
Bank of Jackson Hole Trust
Wyoming
$35.2K -$1.94K -7 -5%
BA
1988
Bard Associates
Illinois
$34.8K +$39.6K +143 New
KAS
1989
Kemnay Advisory Services
New York
$34.5K -$6.92K -25 -15%
SWIM
1990
Smallwood Wealth Investment Management
New Jersey
$34.5K -$6.92K -25 -15%
TCM
1991
TD Capital Management
Tennessee
$34K +$5.26K +19 +16%
PLU
1992
Performa Ltd (US)
South Carolina
$34K +$33K +119 +567%
DJSG
1993
D.J. St. Germain
Massachusetts
$33.5K -$158K -571 -81%
MSWM
1994
Mowery & Schoenfeld Wealth Management
Illinois
$32.8K -$12.7K -46 -25%
RA
1995
Rational Advisors
New York
$32.6K – – –
EF
1996
Entrust Financial
Pennsylvania
$32.3K +$2.49K +9 +7%
AWM
1997
Abound Wealth Management
Tennessee
$32.1K -$8.03K -29 -18%
SFAM
1998
Sawyer Falduto Asset Management
Illinois
$31.6K – – –
IWS
1999
Intentional Wealth Strategies
Colorado
$30.9K +$35.2K +127 New
JGCM
2000
Joseph Group Capital Management
Ohio
$30.4K +$18.8K +68 +119%
78 79
80
81 82