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ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
2001
Foundry Partners
Minnesota
$296K -$60.6K -126 -16%
KA
2002
Klingman & Associates
New York
$296K -$962 -2 -0.3%
OPA
2003
Old Port Advisors
Maine
$294K -$23.1K -48 -7%
PWS
2004
Precision Wealth Strategies
Missouri
$293K -$61.6K -128 -17%
BHBT
2005
Burke & Herbert Bank & Trust
Virginia
$293K – – –
PL
2006
Plancorp LLC
Missouri
$293K +$26.5K +55 +9%
GCP
2007
Gill Capital Partners
Colorado
$293K +$309K +643 New
MS
2008
Madden Securities
Texas
$293K +$310K +644 New
PMFA
2009
Plante Moran Financial Advisors
Michigan
$291K -$138K -286 -31%
XWM
2010
Xcel Wealth Management
Florida
$291K – – –
WEG
2011
World Equity Group
Illinois
$290K +$306K +637 New
PBO
2012
Peoples Bank (Ohio)
Ohio
$288K -$39K -81 -11%
ERIM
2013
Eagle Ridge Investment Management
Connecticut
$287K -$2.89K -6 -0.9%
BB
2014
Berkshire Bank
Massachusetts
$287K +$304K +631 New
SWA
2015
SOA Wealth Advisors
New York
$286K – – –
PCM
2016
Pennsylvania Capital Management
Pennsylvania
$284K – – –
HW
2017
Hamilton Wealth
California
$283K – – –
PMG
2018
Private Management Group
California
$282K +$9.62K +20 +3%
5L
2019
55I LLC
Massachusetts
$282K +$51.5K +107 +21%
FOA
2020
Five Oceans Advisors
California
$281K -$41.4K -86 -12%
MPIA
2021
Mountain Pacific Investment Advisers
Idaho
$281K +$3.37K +7 +1%
SWA
2022
Stratos Wealth Advisors
Ohio
$280K -$35.6K -74 -11%
UBV
2023
United Bank (Virginia)
Virginia
$279K -$192K -400 -40%
PWMG
2024
Prestige Wealth Management Group
New Jersey
$277K -$573K -1,192 -66%
BG
2025
Bahl & Gaynor
Ohio
$277K +$12.5K +26 +4%
79 80
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