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ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
S
2001
Sachetta
Massachusetts
$30.1K -$1.11K -4 -3%
AP
2002
Atwood & Palmer
Missouri
$30.1K -$6.92K -25 -17%
AW
2003
Avion Wealth
Texas
$30K +$5.82K +21 +20%
OAJ
2004
Ogorek Anthony Joseph
New York
$30K +$13.6K +49 +63%
DCM
2005
Disciplina Capital Management
Tennessee
$29.7K -$1.39K -5 -4%
VIS
2006
Vega Investment Solutions
France
$29.7K – – –
PWA
2007
Physician Wealth Advisors
Utah
$29.3K -$15.2K -55 -31%
GGI
2008
Godsey & Gibb Inc
Virginia
$29.2K – – –
FFL
2009
Financial Freedom LLC
Ohio
$28.2K +$9.42K +34 +41%
DWM
2010
Darwin Wealth Management
Florida
$27.7K -$159K -575 -83%
DCBT
2011
Dakota Community Bank & Trust
North Dakota
$27.2K -$2.77K -10 -8%
HDIM
2012
Hanson & Doremus Investment Management
Vermont
$27K -$12.2K -44 -28%
FCG
2013
Financial Connections Group
California
$27K – – –
MSFP
2014
Mark Sheptoff Financial Planning
Connecticut
$26.8K – – –
SIC
2015
SJS Investment Consulting
Ohio
$26.7K -$154K -555 -83%
WB
2016
Webster Bank
Connecticut
$26.7K – – –
AF
2017
Abound Financial
California
$25.5K – – –
CAM
2018
Chesapeake Asset Management
New York
$25.5K +$4.16K +15 +17%
SC
2019
Swan Capital
Florida
$25K – – –
SA
2020
Seneschal Advisors
Washington
$24.8K -$277 -1 -1%
Q1WB
2021
Quest 10 Wealth Builders
Virginia
$24.6K -$8.31K -30 -23%
CTA
2022
Colonial Trust Advisors
South Carolina
$24.3K -$6.92K -25 -20%
PWM
2023
Peck Wealth Management
New York
$24.3K – – –
NFSG
2024
Newbridge Financial Services Group
Florida
$24.1K -$1.39K -5 -5%
CFG
2025
CKW Financial Group
Hawaii
$24K – – –
79 80
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