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ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
2001
Legacy Advisors
Pennsylvania
$255K +$13.9K +39 +6%
LA
2002
LVW Advisors
New York
$254K -$711 -2 -0.3%
PFA
2003
Plotkin Financial Advisors
Maryland
$254K -$6.04K -17 -3%
PS
2004
Planned Solutions
California
$253K – – –
WF
2005
WoodTrust Financial
Wisconsin
$253K – – –
PTP
2006
Platform Technology Partners
New York
$252K -$15.6K -44 -6%
FWM
2007
Forza Wealth Management
Florida
$252K +$17.8K +50 +8%
SWM
2008
Seed Wealth Management
Illinois
$250K – – –
BG
2009
Bahl & Gaynor
Ohio
$249K -$20.6K -58 -8%
HAS
2010
HBW Advisory Services
California
$248K -$8.53K -24 -4%
ZIC
2011
ZWJ Investment Counsel
Georgia
$247K +$12.4K +35 +6%
CG
2012
Corundum Group
Colorado
$247K -$6.75K -19 -3%
PWM
2013
Prosperity Wealth Management
California
$247K +$227K +640 New
UF
2014
Univest Financial
Pennsylvania
$246K +$227K +638 New
BSSFA
2015
Baron Silver Stevens Financial Advisors
Florida
$245K +$12.8K +36 +6%
FC
2016
Financial Council
Maryland
$245K – – –
BB
2017
Bell Bank
North Dakota
$245K +$226K +635 New
QFA
2018
Quantum Financial Advisors
California
$244K +$355 +1 +0.2%
TA
2019
TFB Advisors
Kansas
$244K -$84.2K -237 -27%
SCA
2020
Sandy Cove Advisors
Massachusetts
$243K – – –
BCM
2021
Becker Capital Management
Oregon
$243K +$224K +630 New
SG
2022
Stonnington Group
California
$242K -$28.4K -80 -11%
PAG
2023
Powers Advisory Group
Illinois
$242K -$6.4K -18 -3%
YIH
2024
Y-Intercept (HK)
Hong Kong
$241K -$1.36M -3,836 -86%
XWM
2025
Xcel Wealth Management
Florida
$241K – – –
79 80
81
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