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ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
BAAM
2001
Baker Avenue Asset Management
California
$262K -$47.8K -76 -14%
VDI
2002
Vaughan David Investments
Illinois
$262K – – –
FRA
2003
Front Row Advisors
California
$260K -$3.15K -5 -1%
CA
2004
Cornerstone Advisory
Maryland
$260K -$1.26K -2 -0.4%
IIC
2005
Ironwood Investment Counsel
Arizona
$259K -$9.44K -15 -3%
W
2006
Wealthquest
Ohio
$259K -$8.81K -14 -3%
FNWM
2007
Financial Network Wealth Management
Utah
$259K – – –
YMRC
2008
Yorktown Management & Research Company
Virginia
$259K – – –
FWP
2009
FAS Wealth Partners
Kansas
$259K +$13.8K +22 +5%
PFA
2010
Pure Financial Advisors
California
$255K -$33.4K -53 -11%
IWN
2011
Independent Wealth Network
Iowa
$255K +$245K +389 New
WSC
2012
Wellington Shields & Co
New York
$254K – – –
FRA
2013
Frank Rimerman Advisors
California
$254K -$111K -176 -29%
CG
2014
Clarus Group
Texas
$253K – – –
CWM
2015
Concentric Wealth Management
California
$253K – – –
ZF
2016
Zhang Financial
Michigan
$253K +$276K +439 New
RIL
2017
Rothschild Investment LLC
Illinois
$252K -$4.11M -6,525 -94%
PP
2018
Patron Partners
Texas
$252K +$5.04K +8 +2%
CAWM
2019
Capital Advisors Wealth Management
Washington
$252K +$37.8K +60 +16%
SWA
2020
Stratos Wealth Advisors
Ohio
$250K -$96.9K -154 -26%
BWA
2021
Beam Wealth Advisors
Louisiana
$249K +$17.6K +28 +7%
ACA
2022
Atlas Capital Advisors
Wyoming
$249K +$15.7K +25 +6%
LD
2023
Lipe & Dalton
New York
$248K – – –
MSA
2024
Marino Stram & Associates
Massachusetts
$247K -$8.05M -12,794 -97%
WPA
2025
West Paces Advisors
Georgia
$246K -$32.1K -51 -11%
79 80
81
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