We are live on ! Find out more
ADBE icon

Adobe
ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
2001
Jacobi Capital Management
Pennsylvania
$190K -$6.28K -13 -3%
TFO
2002
Tarbox Family Office
California
$183K -$1.93K -4 -1%
DWP
2003
Destiny Wealth Partners
Florida
$182K +$175K +363 New
HWM
2004
Holloway Wealth Management
Florida
$180K – – –
CFD
2005
Creative Financial Designs
Indiana
$172K -$14.5K -30 -8%
LWA
2006
Lenox Wealth Advisors
New York
$170K +$15.9K +33 +11%
APC
2007
Aspire Private Capital
North Carolina
$163K +$4.35K +9 +3%
VNA
2008
Valley National Advisers
Pennsylvania
$162K +$2.42K +5 +2%
GWS
2009
Glassman Wealth Services
Virginia
$158K +$35.3K +73 +30%
CWA
2010
Clearview Wealth Advisors
Oregon
$156K +$150K +311 New
CCM
2011
Cribstone Capital Management
Maine
$150K +$145K +300 New
NIM
2012
NuWave Investment Management
New Jersey
$149K +$141K +291 +4,157%
BWA
2013
BDO Wealth Advisors
Florida
$147K +$44.9K +93 +47%
SLF
2014
Sun Life Financial
Ontario, Canada
$143K -$2.42K -5 -2%
FMII
2015
Farmers & Merchants Investments Inc
Nebraska
$143K – – –
SIC
2016
Salem Investment Counselors
North Carolina
$143K +$2.9K +6 +2%
MSFP
2017
Mark Sheptoff Financial Planning
Connecticut
$140K +$111K +230 +460%
MS
2018
Mizuho Securities
Japan
$137K -$1.78M -3,675 -93%
TCWA
2019
Ten Capital Wealth Advisors
Washington
$137K +$132K +273 New
MHR
2020
Matthew Hamilton Rosenberg
$136K – – –
NSB
2021
Norway Savings Bank
Maine
$135K +$2.42K +5 +2%
OC
2022
Oakworth Capital
Alabama
$134K – – –
PA
2023
Perennial Advisors
New York
$134K +$129K +267 New
AP
2024
Atwood & Palmer
Missouri
$133K – – –
MWA
2025
Moser Wealth Advisors
Washington
$130K – – –
79 80
81
82 83