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ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
2051
Gen-Wealth Partners
Michigan
$354K – – –
TFS
2052
Thoroughbred Financial Services
Tennessee
$353K -$1.04M -2,705 -75%
IG
2053
Ithaka Group
Virginia
$352K -$36.2K -94 -9%
CSPIA
2054
Cary Street Partners Investment Advisory
Virginia
$352K -$1.16K -3 -0.3%
BFG
2055
Berger Financial Group
Minnesota
$351K -$28.1K -73 -7%
WAG
2056
Winthrop Advisory Group
Massachusetts
$350K +$90.5K +235 +35%
CP
2057
Canopy Partners
Ohio
$349K -$247K -640 -42%
RPCONE
2058
Retirement Planning Company of New England
Rhode Island
$348K +$34.7K +90 +11%
AM
2059
AGF Management
Ontario, Canada
$348K -$588K -1,526 -63%
RWP
2060
Ridgecrest Wealth Partners
California
$347K -$28.9K -75 -8%
FFA
2061
Fi3 Financial Advisors
Indiana
$347K – – –
SAW
2062
Signal Advisors Wealth
Michigan
$347K -$855K -2,219 -71%
M
2063
Mirova
France
$346K -$240K -624 -41%
GS
2064
GWN Securities
Florida
$346K -$2.54M -6,584 -88%
ZIG
2065
Zullo Investment Group
Pennsylvania
$345K +$13.9K +36 +4%
LA
2066
Latitude Advisors
Florida
$345K -$3.08K -8 -0.9%
BMWS
2067
Brady Martz Wealth Solutions
North Dakota
$345K -$2.7K -7 -0.8%
OHWA
2068
Oak Hill Wealth Advisors
Virginia
$344K – – –
HWM
2069
Hemington Wealth Management
Virginia
$344K -$24.7K -64 -7%
ACA
2070
Affinity Capital Advisors
California
$343K +$2.7K +7 +0.8%
MIM
2071
Meridiem Investment Management
United Kingdom
$343K -$84.1M -218,351 -100%
MWM
2072
Mindset Wealth Management
Indiana
$342K – – –
DF
2073
Dunhill Financial
United Kingdom
$342K +$15.8K +41 +5%
PTC
2074
Philadelphia Trust Company
Pennsylvania
$338K – – –
PCP
2075
Perbak Capital Partners
United Kingdom
$337K +$335K +870 New
81 82
83
84 85