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ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2001
Concorde Asset Management
Michigan
$536K -$28.5K -52 -5%
ATC
2002
Adirondack Trust Company
New York
$536K -$20.8K -38 -4%
CAC
2003
Certified Advisory Corp
Florida
$533K +$4.39K +8 +0.8%
EWM
2004
Evermay Wealth Management
Virginia
$532K -$102K -186 -15%
LCM
2005
LVM Capital Management
Michigan
$531K – – –
S
2006
Sunpointe
Missouri
$530K -$35.1K -64 -6%
AMCA
2007
Arthur M. Cohen & Associates
Illinois
$528K – – –
CWP
2008
Curated Wealth Partners
California
$528K – – –
HIM
2009
Harbour Investment Management
Washington
$528K – – –
MCWA
2010
Meadow Creek Wealth Advisors
Georgia
$526K – – –
IF
2011
Intrua Financial
Texas
$525K +$556K +1,014 New
GIM
2012
Groesbeck Investment Management
New Jersey
$524K – – –
ST
2013
Somerset Trust
Pennsylvania
$521K +$13.2K +24 +2%
PHIC
2014
Pine Haven Investment Counsel
Massachusetts
$520K -$21.9K -40 -4%
AFPL
2015
Advus Financial Partners, LLC
Florida
$520K +$3.84K +7 +0.7%
NL
2016
NKCFO LLC
Illinois
$518K -$1.04M -1,900 -66%
WA
2017
Wealth Architects
California
$518K -$5.49K -10 -1%
AAIM
2018
Asset Advisors Investment Management
Georgia
$518K – – –
HP
2019
Highlander Partners
Texas
$518K – – –
ITFISA
2020
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$518K – – –
DAM
2021
Deltec Asset Management
New York
$518K +$548K +1,000 New
HFA
2022
Harbert Fund Advisors
Alabama
$518K +$548K +1,000 New
ICA
2023
Infrastructure Capital Advisors
New York
$518K +$548K +1,000 New
RA
2024
Rational Advisors
New York
$518K +$548K +1,000 New
SL
2025
Siren LLC
Connecticut
$518K +$548K +1,000 New
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81
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