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ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
2026
Institutional & Family Asset Management
Colorado
$42K -$12.5K -33 -18%
RCG
2027
Rock Creek Group
District of Columbia
$40K -$51.8K -137 -49%
DAC
2028
Dividend Assets Capital
South Carolina
$40K – – –
EIP
2029
Ellis Investment Partners
Pennsylvania
$40K – – –
WPWM
2030
Western Pacific Wealth Management
Illinois
$40K +$53.7K +142 +3,550%
GFPC
2031
Global Financial Private Client
Florida
$39.4K – – –
PWMG
2032
Prestige Wealth Management Group
New Jersey
$39K -$32.9K -87 -38%
EC
2033
Estate Counselors
Wisconsin
$38K – – –
SIS
2034
Sound Income Strategies
Florida
$35K +$4.16K +11 +9%
FCB
2035
First Command Bank
Texas
$34K -$7.19K -19 -13%
FCFS
2036
First Command Financial Services
Texas
$34K -$7.19K -19 -13%
MUMSS
2037
Mitsubishi UFJ Morgan Stanley Securities
Japan
$33K – – –
TSWM
2038
Tyler-Stone Wealth Management
Ohio
$33K – – –
EA
2039
Evolution Advisers
Virginia
$32K – – –
MW
2040
Milestone Wealth
New York
$32K – – –
WOC
2041
West Oak Capital
California
$32K – – –
CYG
2042
Clean Yield Group
Vermont
$32K +$4.16K +11 +10%
FCG
2043
Financial Connections Group
California
$31K -$35.2K -93 -45%
OLVIG
2044
Oliver Lagore Vanvalin Investment Group
Michigan
$31K -$33.3K -88 -44%
UCB
2045
United Community Bank
South Carolina
$30.3K – – –
HDIM
2046
Hanson & Doremus Investment Management
Vermont
$30K -$2.65K -7 -6%
CFD
2047
Creative Financial Designs
Indiana
$30K – – –
MSFP
2048
Mark Sheptoff Financial Planning
Connecticut
$29K – – –
VCM
2049
Versant Capital Management
Arizona
$29K +$378 +1 +1%
T
2050
TOBAM
France
$28K -$95K -251 -71%
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