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ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2001
Abound Wealth Management
Tennessee
$32.1K -$8.03K -29 -18%
SFAM
2002
Sawyer Falduto Asset Management
Illinois
$31.6K – – –
IWS
2003
Intentional Wealth Strategies
Colorado
$30.9K +$35.2K +127 New
JGCM
2004
Joseph Group Capital Management
Ohio
$30.4K +$18.8K +68 +119%
S
2005
Sachetta
Massachusetts
$30.1K -$1.11K -4 -3%
AP
2006
Atwood & Palmer
Missouri
$30.1K -$6.92K -25 -17%
AW
2007
Avion Wealth
Texas
$30K +$5.82K +21 +20%
OAJ
2008
Ogorek Anthony Joseph
New York
$30K +$13.6K +49 +63%
DCM
2009
Disciplina Capital Management
Tennessee
$29.7K -$1.39K -5 -4%
VIS
2010
Vega Investment Solutions
France
$29.7K – – –
PWA
2011
Physician Wealth Advisors
Utah
$29.3K -$15.2K -55 -31%
GGI
2012
Godsey & Gibb Inc
Virginia
$29.2K – – –
FFL
2013
Financial Freedom LLC
Ohio
$28.2K +$9.42K +34 +41%
DWM
2014
Darwin Wealth Management
Florida
$27.7K -$159K -575 -83%
DCBT
2015
Dakota Community Bank & Trust
North Dakota
$27.2K -$2.77K -10 -8%
HDIM
2016
Hanson & Doremus Investment Management
Vermont
$27K -$12.2K -44 -28%
FCG
2017
Financial Connections Group
California
$27K – – –
MSFP
2018
Mark Sheptoff Financial Planning
Connecticut
$26.8K – – –
SIC
2019
SJS Investment Consulting
Ohio
$26.7K -$154K -555 -83%
WB
2020
Webster Bank
Connecticut
$26.7K – – –
AF
2021
Abound Financial
California
$25.5K – – –
CAM
2022
Chesapeake Asset Management
New York
$25.5K +$4.16K +15 +17%
SC
2023
Swan Capital
Florida
$25K – – –
SA
2024
Seneschal Advisors
Washington
$24.8K -$277 -1 -1%
Q1WB
2025
Quest 10 Wealth Builders
Virginia
$24.6K -$8.31K -30 -23%
79 80
81
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