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ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2001
Aries Wealth Management
Maine
$353K – – –
SAMC
2002
Spectrum Asset Management (California)
California
$353K +$1.25K +2 +0.3%
HW
2003
Hamilton Wealth
California
$352K +$43.1K +69 +13%
FA
2004
Friess Associates
Delaware
$352K +$160K +256 +70%
MA
2005
MONECO Advisors
Connecticut
$350K +$30K +48 +8%
SAM
2006
Silphium Asset Management
United Kingdom
$347K -$231K -370 -38%
RSWM
2007
Robertson Stephens Wealth Management
California
$346K +$2.5K +4 +0.7%
MPIA
2008
Mountain Pacific Investment Advisers
Idaho
$346K +$10.6K +17 +3%
AMCA
2009
Arthur M. Cohen & Associates
Illinois
$344K – – –
CCC
2010
Chelsea Counsel Company
California
$343K – – –
CIM
2011
Contravisory Investment Management
Massachusetts
$343K +$55.6K +89 +17%
LOAMU
2012
Lombard Odier Asset Management (USA)
New York
$342K +$75K +120 +25%
BCM
2013
Bridgeway Capital Management
Texas
$340K -$125K -200 -25%
CC
2014
Constitution Capital
Connecticut
$340K – – –
NF
2015
Nikulski Financial
Iowa
$340K – – –
PMG
2016
Private Management Group
California
$340K – – –
PAM
2017
Palisade Asset Management
Minnesota
$339K +$31.3K +50 +9%
CFAM
2018
Center For Asset Management
Florida
$338K -$87.5K -140 -19%
KWM
2019
Keebeck Wealth Management
Illinois
$338K – – –
SIC
2020
SJS Investment Consulting
Ohio
$337K +$372K +595 New
CA
2021
Cambridge Advisors
Nebraska
$336K -$32.5K -52 -8%
GC
2022
Grimes & Company
Massachusetts
$335K +$15K +24 +4%
WG
2023
Welch Group
Alabama
$333K -$18.1K -29 -5%
CMS
2024
Capital Market Strategies
Florida
$333K +$368K +588 New
PL
2025
Plancorp LLC
Missouri
$333K +$368K +588 New
79 80
81
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