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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
3101
Strategic Financial Concepts
Texas
– -$222K -827 Closed
TWA
3102
TCI Wealth Advisors
Arizona
– -$220K -819 Closed
HAIM
3103
Hunter Associates Investment Management
Pennsylvania
– -$220K -817 Closed
AAM
3104
Austin Asset Management
Texas
– -$219K -815 Closed
RA
3105
Riversedge Advisors
Delaware
– -$218K -814 Closed
WWC
3106
Waypoint Wealth Counsel
Georgia
– -$218K -813 Closed
LAS
3107
LWM Advisory Services
Florida
– -$218K -809 Closed
GEM
3108
Global Endowment Management
North Carolina
– -$217K -808 Closed
KW
3109
Keyvantage Wealth
Pennsylvania
– -$216K -806 Closed
CFP
3110
Cascade Financial Partners
California
– -$216K -805 Closed
UFF
3111
USA Financial Formulas
Michigan
– -$214K -799 Closed
PCA
3112
Purkiss Capital Advisors
Connecticut
– -$210K -783 Closed
LWM
3113
Laidlaw Wealth Management
New York
– -$210K -781 Closed
RWI
3114
Red Wave Investments
Pennsylvania
– -$209K -780 Closed
MHWM
3115
Montz Harcus Wealth Management
Louisiana
– -$209K -777 Closed
CCG
3116
Catalina Capital Group
California
– -$205K -763 Closed
WA
3117
Wealthstar Advisors
Texas
– -$203K -757 Closed
CPC
3118
Consolidated Planning Corp
Georgia
– -$203K -755 Closed
CWM
3119
Challenger Wealth Management
California
– -$202K -752 Closed
TWM
3120
Tanager Wealth Management
United Kingdom
– -$201K -749 Closed
CWM
3121
Cherrydale Wealth Management
New Jersey
– -$200K -747 Closed
MAG
3122
MRA Advisory Group
New Jersey
– -$200K -747 Closed
AIM
3123
Acropolis Investment Management
Missouri
– -$133K -497 Closed
GFPC
3124
Global Financial Private Client
Florida
– -$118K -438 Closed
SFGP
3125
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
– -$104K -387 Closed
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