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ADBE

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
2301
Apella Capital
Connecticut
$319K +$20.3K +37 +6%
GWMR
2302
GC Wealth Management RIA
Massachusetts
$319K -$329K -600 -49%
PFA
2303
Plotkin Financial Advisors
Maryland
$316K -$2.74K -5 -0.8%
AWM
2304
Atticus Wealth Management
Florida
$315K -$134K -245 -29%
OWM
2305
OneAscent Wealth Management
Alabama
$315K +$6.58K +12 +2%
FPWM
2306
FSB Premier Wealth Management
Iowa
$314K +$125K +228 +60%
IPAM
2307
Investment Partners Asset Management
New Jersey
$314K +$30.7K +56 +10%
GA
2308
Gateway Advisory
New Jersey
$314K -$4.94K -9 -1%
SIM
2309
SSI Investment Management
California
$312K – – –
OGF
2310
Orin Green Financial
California
$310K – – –
TCM
2311
Teza Capital Management
Illinois
$310K – – –
FWM
2312
Forza Wealth Management
Florida
$310K +$24.7K +45 +8%
YWM
2313
Yoder Wealth Management
California
$308K +$35.1K +64 +12%
WG
2314
Welch Group
Alabama
$307K +$325K +592 New
GWWM
2315
Great Waters Wealth Management
Minnesota
$306K – – –
TCOTS
2316
Trust Company of the South
North Carolina
$306K +$324K +591 New
CFS
2317
Commonwealth Financial Services
West Virginia
$305K +$38.4K +70 +13%
BBA
2318
Braun-Bostich & Associates
Pennsylvania
$305K -$40.6K -74 -11%
MTWM
2319
Masso Torrence Wealth Management
New Jersey
$305K -$27.4K -50 -8%
EL
2320
Essex LLC
Illinois
$304K – – –
PAM
2321
Palisade Asset Management
Minnesota
$304K – – –
BMMM
2322
Boston Mountain Money Management
Arkansas
$303K -$4.94K -9 -2%
MIG
2323
McGuire Investment Group
Rhode Island
$303K – – –
QFA
2324
Quantum Financial Advisors
California
$303K -$32.9K -60 -9%
FA
2325
Fiduciary Alliance
South Carolina
$302K +$31.3K +57 +11%
91 92
93
94 95