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ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
2026
McKinley Carter Wealth Services
West Virginia
$264K -$4.74M -13,923 -95%
MWM
2027
Mindset Wealth Management
Indiana
$262K -$45.9K -135 -15%
AA
2028
Acorns Advisers
California
$262K +$26.9K +79 +12%
SPWG
2029
Sage Private Wealth Group
Illinois
$261K +$7.48K +22 +3%
GWANC
2030
Guardian Wealth Advisors (North Carolina)
North Carolina
$261K -$172K -505 -40%
CAI
2031
Capital Advisors Inc
Oklahoma
$261K +$23.8K +70 +10%
ACS
2032
Archford Capital Strategies
Illinois
$261K -$4.42K -13 -2%
BFIC
2033
Bedell Frazier Investment Counselling
California
$260K -$8.5K -25 -3%
AFA
2034
Allium Financial Advisors
Oregon
$260K -$5.1K -15 -2%
AWM
2035
Avaii Wealth Management
Wisconsin
$260K -$340 -1 -0.1%
FA
2036
Fullerton Advisors
California
$260K +$252K +742 New
RYIA
2037
Roehl & Yi Investment Advisors
Oregon
$259K -$40.8K -120 -0.6%
PFM
2038
Potomac Fund Management
Florida
$259K +$53.7K +158 +27%
VCM
2039
Vivaldi Capital Management
Illinois
$258K +$251K +737 New
TPWA
2040
Twin Peaks Wealth Advisors
California
$258K +$65K +191 +25%
MWM
2041
Maridea Wealth Management
New York
$257K +$45.6K +134 +22%
CC
2042
Capital Counsel
New York
$257K – – –
EFSCE
2043
Enterprise Financial Services Corp (EFSC)
Missouri
$257K -$10.5K -31 -4%
PPC
2044
Park Place Capital
Alabama
$256K -$10.5K -31 -4%
AAS
2045
Annex Advisory Services
Wisconsin
$256K -$114K -335 -31%
TC
2046
TFR Capital
Texas
$256K -$6.12K -18 -2%
PMG
2047
Private Management Group
California
$255K – – –
BIG
2048
Brookwood Investment Group
Arizona
$255K -$2.04K -6 -0.8%
BWM
2049
BankPlus Wealth Management
Mississippi
$253K +$246K +724 New
CRWM
2050
Castle Rock Wealth Management
California
$253K -$6.46K -19 -2%
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