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ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
2001
LVM Capital Management
Michigan
$531K +$463K +956 New
GCM
2002
Gables Capital Management
Florida
$531K +$12.1K +25 +3%
YIA
2003
YHB Investment Advisors
Connecticut
$530K +$2.42K +5 +0.5%
NL
2004
NWAM LLC
Washington
$526K +$60K +124 +15%
OC
2005
Oakworth Capital
Alabama
$526K +$38.7K +80 +9%
I
2006
INVST
Indiana
$526K +$3.87K +8 +0.9%
NCFG
2007
New Century Financial Group
New Jersey
$524K -$139K -287 -23%
EWP
2008
Elevation Wealth Partners
California
$523K – – –
CSIC
2009
Clifford Swan Investment Counsel
California
$523K -$2.42K -5 -0.5%
ACM
2010
Andina Capital Management
Utah
$522K +$39.7K +82 +10%
CPIA
2011
Cornell Pochily Investment Advisors
New York
$522K +$49.9K +103 +12%
MSS
2012
Mitchell Sinkler & Starr
Pennsylvania
$521K -$11.1K -23 -2%
PWMG
2013
Prestige Wealth Management Group
New Jersey
$519K -$1.94K -4 -0.4%
GTAM
2014
Global Trust Asset Management
Florida
$519K +$41.2K +85 +10%
WC
2015
Woodstock Corp
Massachusetts
$517K +$62.9K +130 +16%
FHC
2016
First Heartland Consultants
Missouri
$517K +$38.7K +80 +9%
SA
2017
Strategic Advisors
New York
$516K -$28.6K -59 -6%
TPWA
2018
Twin Peaks Wealth Advisors
California
$516K +$21.3K +44 +5%
LCWP
2019
Legacy Capital Wealth Partners
Arkansas
$514K +$448K +926 New
TMWM
2020
Taylor & Morgan Wealth Management
Michigan
$514K -$151K -311 -25%
LA
2021
LVW Advisors
New York
$514K +$13.1K +27 +3%
FDDB
2022
Fidelity D&D Bancorp
Pennsylvania
$507K – – –
SHJ
2023
Sharkey, Howes & Javer
Colorado
$507K – – –
BA
2024
Bluesphere Advisors
Pennsylvania
$507K -$23.7K -49 -5%
GDP
2025
Great Diamond Partners
Maine
$506K -$36.8K -76 -8%
79 80
81
82 83