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ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
2001
KCS Wealth Advisory
California
$362K -$4.03K -10 -1%
PPP
2002
Private Portfolio Partners
New Jersey
$360K – – –
RFA
2003
Resurgent Financial Advisors
Georgia
$360K +$2.82K +7 +1%
ATWA
2004
Arbor Trust Wealth Advisors
Michigan
$359K -$15.7K -39 -5%
TAM
2005
Titleist Asset Management
Texas
$359K -$114K -282 -28%
GCA
2006
Gradient Capital Advisors
California
$359K – – –
ZIG
2007
Zullo Investment Group
Pennsylvania
$358K -$2.82K -7 -0.9%
CWM
2008
C2C Wealth Management
Arizona
$358K -$7.25K -18 -3%
AWM
2009
Avaii Wealth Management
Wisconsin
$356K +$10.9K +27 +4%
MCCA
2010
Mill Creek Capital Advisors
Pennsylvania
$355K -$25.4K -63 -8%
SL
2011
Summitry LLC
California
$352K – – –
AAS
2012
Ameritas Advisory Services
Nebraska
$351K -$676K -1,679 -70%
CCG
2013
Coastwise Capital Group
California
$350K +$2.01K +5 +0.7%
VC
2014
Vicus Capital
Pennsylvania
$350K +$1.21K +3 +0.4%
AGC
2015
Aspen Grove Capital
Colorado
$350K +$288K +715 New
FM
2016
Family Management
New York
$349K +$287K +713 New
FPAS
2017
Focus Partners Advisor Solutions
Missouri
$348K -$4.55M -11,286 -94%
IDBONY
2018
Israel Discount Bank of New York
New York
$347K -$155K -384 -35%
FNBSF
2019
First National Bank Sioux Falls
South Dakota
$347K – – –
QPWM
2020
Quadrant Private Wealth Management
Pennsylvania
$346K -$47.5K -118 -14%
RIA
2021
Realta Investment Advisors
Delaware
$345K -$127K -315 -31%
XF
2022
XML Financial
Maryland
$345K +$284K +705 New
SAF
2023
Smith Anglin Financial
Texas
$343K – – –
OWA
2024
Octavia Wealth Advisors
Ohio
$343K +$2.82K +7 +1%
CCM
2025
Chiron Capital Management
Florida
$342K -$40.3K -100 -13%
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