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ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
IFS
2001
Ifrah Financial Services
Arkansas
$399K -$33.9K -79 -7%
NFSG
2002
Newbridge Financial Services Group
Florida
$399K -$85.8K -200 -16%
NG
2003
Northstar Group
New York
$398K -$42.9K -100 -9%
AFG
2004
Allegheny Financial Group
Pennsylvania
$397K -$2.57K -6 -0.6%
IDA
2005
Intelligence Driven Advisers
California
$397K -$27.4K -64 -6%
WAM
2006
Wakefield Asset Management
Colorado
$396K +$443K +1,033 New
FC
2007
Farringdon Capital
United Kingdom
$396K +$443K +1,033 New
ILI
2008
Invesco LLC (Illinois)
Illinois
$395K -$744K -1,734 -63%
EB
2009
Exchange Bank
California
$395K +$25.7K +60 +6%
BDFN
2010
Bond & Devick Financial Network
Minnesota
$394K +$51.5K +120 +13%
SB
2011
Sunflower Bank
Texas
$393K +$429 +1 +0.1%
WCA
2012
Westover Capital Advisors
Delaware
$391K -$87.1K -203 -17%
IA
2013
IFG Advisory
Georgia
$391K -$15.9K -37 -4%
HIM
2014
Harbour Investment Management
Washington
$391K -$76.8K -179 -15%
LWL
2015
Leo Wealth LLC
Texas
$390K -$48.5K -113 -10%
RMCM
2016
Reynders McVeigh Capital Management
Massachusetts
$390K -$35.2K -82 -7%
KA
2017
Klingman & Associates
New York
$390K -$81.5K -190 -16%
OWA
2018
Outlook Wealth Advisors
Texas
$389K +$3.86K +9 +0.9%
BTWM
2019
Baker Tilly Wealth Management
Wisconsin
$389K -$25.7K -60 -6%
JIC
2020
Joel Isaacson & Co
New York
$388K +$42.9K +100 +11%
GWCM
2021
Godshalk Welsh Capital Management
Pennsylvania
$387K +$214K +500 +98%
EC
2022
EntryPoint Capital
New York
$387K -$32.6K -76 -7%
WC
2023
Woodstock Corp
Massachusetts
$387K +$18K +42 +4%
DWA
2024
Douglass Winthrop Advisors
New York
$386K -$648K -1,510 -60%
IG
2025
Ithaka Group
Virginia
$385K -$11.9M -27,851 -97%
79 80
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