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ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
2001
Whalen Wealth Management
Nevada
$511K +$569K +1,149 New
CHP
2002
Cable Hill Partners
Oregon
$510K -$112K -227 -17%
FWP
2003
Falcon Wealth Planning
California
$510K -$33.7K -68 -6%
HI
2004
Hudock Inc
Pennsylvania
$510K +$244K +493 +75%
PFG
2005
Putney Financial Group
California
$510K +$567K +1,146 New
TP
2006
Tranquility Partners
Tennessee
$509K -$34.7K -70 -6%
VC
2007
Veracity Capital
Georgia
$509K -$33.7K -68 -6%
FWM
2008
FFT Wealth Management
Pennsylvania
$509K +$27.7K +56 +5%
OC
2009
Oakworth Capital
Alabama
$508K +$48.5K +98 +9%
WAOI
2010
Wealth Advisors of Iowa
Iowa
$507K +$24.8K +50 +5%
NG
2011
Northstar Group
New York
$506K +$12.4K +25 +2%
ACP
2012
Aveo Capital Partners
Colorado
$506K +$84.7K +171 +18%
CNBOF
2013
City National Bank of Florida
Florida
$506K +$564K +1,139 New
KA
2014
Kozak & Associates
Colorado
$506K +$8.91K +18 +2%
SIAP
2015
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$505K -$17.3K -35 -3%
LWL
2016
Leo Wealth LLC
Texas
$503K -$50.5K -102 -8%
NWMG
2017
National Wealth Management Group
Ohio
$503K +$560K +1,131 New
CPIA
2018
Cornell Pochily Investment Advisors
New York
$502K +$71.8K +145 +15%
T
2019
TOBAM
France
$502K +$126K +254 +29%
HCA
2020
Heck Capital Advisors
Wisconsin
$502K +$559K +1,128 New
SFCL
2021
Strengthening Families & Communities LLC
Massachusetts
$501K – – –
SCP
2022
Sivia Capital Partners
California
$499K -$120K -243 -18%
IFS
2023
Ifrah Financial Services
Arkansas
$498K -$16.3K -33 -3%
YP
2024
YANKCOM Partnership
South Dakota
$496K +$552K +1,115 New
KC
2025
Knuff & Co
California
$495K – – –
79 80
81
82 83