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ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
2076
OneAscent Financial Services
Alabama
$360K -$40.3K -94 -9%
PPC
2077
Park Place Capital
Alabama
$357K -$401K -934 -50%
EFA
2078
Evernest Financial Advisors
Indiana
$357K +$26.6K +62 +7%
CWG
2079
Crown Wealth Group
North Carolina
$356K -$191K -446 -32%
GPWM
2080
Grant Private Wealth Management
California
$356K -$3.86K -9 -1%
CT
2081
Clearstead Trust
Maine
$355K +$16.7K +39 +4%
CAC
2082
Certified Advisory Corp
Florida
$353K -$46.7K -109 -11%
CSA
2083
Cottage Street Advisors
Massachusetts
$352K -$4.72K -11 -1%
SWMP
2084
Signature Wealth Management Partners
New Jersey
$352K +$94.3K +220 +32%
KC
2085
Knuff & Co
California
$351K -$84.9K -198 -18%
TW
2086
Traveka Wealth
California
$351K +$16.7K +39 +4%
GWP
2087
Gen-Wealth Partners
Michigan
$351K -$4.72K -11 -1%
GIM
2088
Groesbeck Investment Management
New Jersey
$350K -$42.9K -100 -10%
CSPIA
2089
Cary Street Partners Investment Advisory
Virginia
$350K +$15.9K +37 +4%
SHFA
2090
SC&H Financial Advisors
Maryland
$348K – – –
SL
2091
Summitry LLC
California
$347K +$40.7K +95 +12%
TI
2092
TTP Investments
California
$347K +$190K +443 +96%
AFGAS
2093
Allegiance Financial Group Advisory Services
Virginia
$346K +$387K +902 New
EMB
2094
Elefante Mark B
$346K +$15K +35 +4%
OHWA
2095
Oak Hill Wealth Advisors
Virginia
$345K – – –
LA
2096
Latitude Advisors
Florida
$345K +$149K +347 +63%
CSB
2097
City State Bank
Iowa
$345K +$21.4K +50 +6%
BMWS
2098
Brady Martz Wealth Solutions
North Dakota
$344K -$429 -1 -0.1%
CC
2099
Cornerstone Capital
California
$344K -$150K -349 -28%
FFA
2100
Fi3 Financial Advisors
Indiana
$344K +$150K +350 +64%
82 83
84
85 86