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ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
2051
Private Management Group
California
$255K – – –
BIG
2052
Brookwood Investment Group
Arizona
$255K -$2.04K -6 -0.8%
BWM
2053
BankPlus Wealth Management
Mississippi
$253K +$246K +724 New
CRWM
2054
Castle Rock Wealth Management
California
$253K -$6.46K -19 -2%
RWMG
2055
Redwood Wealth Management Group
New Jersey
$253K -$40.1K -118 -14%
BWP
2056
BSW Wealth Partners
Colorado
$252K +$26.9K +79 +12%
SWTS
2057
Stonehaven Wealth & Tax Solutions
Wisconsin
$251K +$244K +718 New
EP
2058
EPIQ Partners
Minnesota
$251K -$2.72K -8 -1%
CCG
2059
Coastwise Capital Group
California
$251K – – –
CFFP
2060
Center for Financial Planning
Michigan
$250K +$136K +399 +126%
FWP
2061
FAS Wealth Partners
Kansas
$250K +$242K +713 New
HWMO
2062
Heritage Wealth Management (Ohio)
Ohio
$250K +$242K +713 New
OFP
2063
OFC Financial Planning
New Jersey
$250K +$242K +713 New
JCM
2064
Jacobsen Capital Management
Utah
$248K -$96.2K -283 -29%
DJSG
2065
D.J. St. Germain
Massachusetts
$248K +$200K +588 +486%
SA
2066
Strategic Advocates
Utah
$245K -$9.52K -28 -4%
WA
2067
WBH Advisory
Maryland
$245K – – –
SRC
2068
Shufro Rose & Co
New York
$245K -$102K -300 -30%
TIA
2069
Tiemann Investment Advisors
California
$245K -$13.6K -40 -5%
FNBSF
2070
First National Bank Sioux Falls
South Dakota
$245K -$1.36K -4 -0.6%
MF
2071
Montis Financial
Massachusetts
$245K – – –
PWM
2072
Prentice Wealth Management
New York
$245K -$6.46K -19 -3%
BFA
2073
Beacon Financial Advisory
Ohio
$244K +$41.2K +121 +21%
RCG
2074
Regatta Capital Group
California
$244K -$2.72K -8 -1%
WWC
2075
Waypoint Wealth Counsel
Georgia
$244K -$416K -1,224 -64%
81 82
83
84 85