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ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
QFW
2001
QTR Family Wealth
Florida
$275K -$627K -1,845 -64%
Q
2002
QVR
California
$274K +$267K +784 New
M
2003
Mirova
France
$274K -$311K -913 -54%
CCAM
2004
Cascades Capital Asset Management
North Carolina
$274K -$34K -100 -11%
VC
2005
Veery Capital
Delaware
$274K +$340 +1 +0.1%
CA
2006
Centerpoint Advisors
Massachusetts
$273K – – –
CSIC
2007
Clifford Swan Investment Counsel
California
$273K -$56.1K -165 -17%
MWA
2008
Midland Wealth Advisors
Illinois
$273K -$117K -343 -31%
SIAP
2009
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$273K -$37.8K -111 -12%
WCM
2010
Winebrenner Capital Management
Kentucky
$273K – – –
GPI
2011
General Partner Inc
Pennsylvania
$272K – – –
RDFA
2012
Ritter Daniher Financial Advisory
Ohio
$272K -$9.18K -27 -3%
BSI
2013
Bennett Selby Investments
Maine
$272K -$158K -466 -37%
TAM
2014
Titleist Asset Management
Texas
$271K +$264K +776 New
MSR
2015
Main Street Research
Connecticut
$270K -$170K -499 -39%
ACM
2016
Argent Capital Management
Missouri
$269K – – –
NAAA
2017
New Age Alpha Advisors
New York
$269K -$308K -906 -54%
HAIM
2018
Hunter Associates Investment Management
Pennsylvania
$268K -$332K -975 -56%
TWP
2019
Triad Wealth Partners
Kansas
$268K +$39.8K +117 +18%
SC
2020
Sapient Capital
Indiana
$268K -$8.5K -25 -3%
SCP
2021
Sandhill Capital Partners
New York
$267K -$71.8K -211 -22%
ACA
2022
Affinity Capital Advisors
California
$267K +$259K +762 New
EP
2023
Essential Partners
California
$266K -$1.63M -4,798 -86%
LWM
2024
LJI Wealth Management
Indiana
$265K -$48.6K -143 -16%
SHFA
2025
SC&H Financial Advisors
Maryland
$265K +$13.6K +40 +6%
79 80
81
82 83