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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
551
Boston Family Office
Massachusetts
$4.81M +$336K +2,141 +8%
AF
552
Arrow Financial
New York
$4.8M -$155K -986 -3%
FHB
553
First Hawaiian Bank
Hawaii
$4.8M +$9.56K +61 +0.2%
FNT
554
First National Trust
Pennsylvania
$4.79M +$203K +1,293 +5%
WSTAM
555
Wilbanks Smith & Thomas Asset Management
Virginia
$4.79M +$595K +3,794 +15%
MLL
556
Moody Lynn & Lieberson
Massachusetts
$4.76M -$1.94M -12,404 -30%
UBPAM
557
Union Bancaire Privee Asset Management
New York
$4.76M +$1.04M +6,649 +29%
CRC
558
Curi RMB Capital
Illinois
$4.75M +$446K +2,844 +11%
EDRH
559
Edmond de Rothschild Holding
Switzerland
$4.73M +$205K +1,306 +5%
DY
560
Dowling & Yahnke
California
$4.71M +$44.8K +286 +1%
RCM
561
Riverpark Capital Management
New York
$4.7M -$9.58M -61,084 -68%
TC
562
TownSquare Capital
Utah
$4.7M +$78.4K +500 +2%
AAM
563
Autus Asset Management
Arizona
$4.66M +$269K +1,718 +6%
ECM
564
ETrade Capital Management
Virginia
$4.66M -$63K -402 -1%
DT
565
Diversified Trust
Tennessee
$4.64M -$327K -2,087 -7%
GT
566
Glenmede Trust
Pennsylvania
$4.63M +$1.85M +11,827 +71%
TCM
567
Twin Capital Management
Pennsylvania
$4.58M -$2.03M -12,980 -32%
PWS
568
Peloton Wealth Strategists
Indiana
$4.57M -$157K -1,000 -3%
TEC
569
Tiger Eye Capital
Tennessee
$4.55M – – –
CCI
570
Columbus Circle Investors
$4.52M +$4.35M +27,777 New
MIM
571
Marco Investment Management
Georgia
$4.5M -$72.6K -463 -2%
AI
572
Atria Investments
North Carolina
$4.47M +$1.77M +11,286 +70%
WSCM
573
Wellington Shields Capital Management
New York
$4.45M +$525K +3,350 +14%
SC
574
Scholtz & Company
Connecticut
$4.44M +$154K +982 +4%
KCM
575
Kornitzer Capital Management
Kansas
$4.4M -$728K -4,642 -15%
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