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ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
2026
Summit Financial Group
West Virginia
$241K -$21.3K -60 -9%
UBV
2027
United Bank (Virginia)
Virginia
$241K +$8.88K +25 +4%
PCM
2028
Pennsylvania Capital Management
Pennsylvania
$240K – – –
BHBT
2029
Burke & Herbert Bank & Trust
Virginia
$240K – – –
SWA
2030
SOA Wealth Advisors
New York
$240K – – –
PFA
2031
Pure Financial Advisors
California
$240K +$221K +622 New
NRI
2032
NFP Retirement Inc
California
$239K – – –
WP
2033
WealthShield Partners
North Carolina
$238K +$6.4K +18 +3%
I
2034
IMPACTfolio
Colorado
$238K +$219K +617 New
BOH
2035
Bank of Hawaii
Hawaii
$238K -$6.75K -19 -3%
ST
2036
Spinnaker Trust
Maine
$237K -$24.9K -70 -10%
CFS
2037
CRA Financial Services
New Jersey
$236K – – –
VT
2038
Vise Technologies
New York
$236K +$218K +613 New
LF
2039
Lantz Financial
Illinois
$234K -$66.8K -188 -24%
PMG
2040
Private Management Group
California
$234K – – –
RBC
2041
Romano Brothers & Co
Illinois
$232K -$13.5K -38 -6%
CA
2042
Cambridge Advisors
Nebraska
$231K -$26.7K -75 -11%
BFS
2043
Bard Financial Services
Connecticut
$231K – – –
KI
2044
Kapitalo Investimentos
Brazil
$231K +$24.9K +70 +13%
HW
2045
Hamilton Wealth
California
$231K -$165K -463 -44%
OGF
2046
Orin Green Financial
California
$230K -$3.2K -9 -1%
BCM
2047
Brainard Capital Management
Texas
$230K -$106K -298 -33%
FWP
2048
FAS Wealth Partners
Kansas
$230K -$17.1K -48 -7%
VAG
2049
VisionPoint Advisory Group
Texas
$229K -$16.3K -46 -6%
BP
2050
BBR Partners
New York
$228K -$289K -814 -58%
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