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ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
2001
Muirfield Wealth Advisors
North Carolina
$535K +$51.6K +90 +9%
VST
2002
Van Strum & Towne
California
$534K +$170K +297 +39%
NGA
2003
Naples Global Advisors
Florida
$532K +$2.87K +5 +0.5%
GAA
2004
Guardian Asset Advisors
Pennsylvania
$531K +$4.01K +7 +0.7%
CA
2005
Claro Advisors
Massachusetts
$530K -$32.1K -56 -5%
TC
2006
Truvestments Capital
Florida
$528K +$144K +252 +32%
AWM
2007
Avaii Wealth Management
Wisconsin
$528K +$25.2K +44 +4%
CAM
2008
Cozad Asset Management
Illinois
$526K -$51.6K -90 -8%
JPWM
2009
Jamison Private Wealth Management
Georgia
$526K +$32.7K +57 +6%
CFA
2010
Cahill Financial Advisors
Minnesota
$525K -$26.9K -47 -4%
AWM
2011
Avior Wealth Management
Nebraska
$523K +$299K +521 +101%
RMDI
2012
R.M. Davis Inc
Maine
$522K -$5.73K -10 -1%
CP
2013
Canopy Partners
Ohio
$520K +$51.6K +90 +10%
LWM
2014
Liberty Wealth Management
California
$520K +$590K +1,030 New
BFIC
2015
Bedell Frazier Investment Counselling
California
$519K – – –
SOW
2016
State of Wyoming
Wyoming
$518K +$179K +313 +44%
AFG
2017
Allegheny Financial Group
Pennsylvania
$518K -$30.4K -53 -5%
TA
2018
TKG Advisors
Indiana
$517K -$3.26M -5,684 -85%
DM
2019
Deerfield Management
New York
$517K +$587K +1,024 New
PPW
2020
Parcion Private Wealth
Washington
$515K +$37.3K +65 +7%
PJSIMP
2021
P.J. Schmidt Investment Management (PJS)
Wisconsin
$515K -$111K -194 -16%
PFG
2022
PAX Financial Group
Texas
$515K -$47K -82 -7%
CAC
2023
Certified Advisory Corp
Florida
$515K – – –
HIM
2024
Harbour Investment Management
Washington
$514K +$14.3K +25 +3%
WFI
2025
West Family Investments
California
$513K +$62.5K +109 +12%
79 80
81
82 83