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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
EDRE
576
Edmond de Rothschild (Europe)
Luxembourg
$108K +$110K +1,550 New
NFG
577
Next Financial Group
Texas
$98K +$17.7K +250 +21%
RFS
578
Rockefeller Financial Services
New York
$98K +$100K +1,411 New
CBOA
579
Commonwealth Bank of Australia
Australia
$96K +$1.35K +19 +1%
LOT
580
Lombard Odier Transatlantic
Quebec, Canada
$94K – – –
MUS
581
Mitsubishi UFJ Securities
Japan
$94K +$20.6K +290 +27%
MAM
582
Meeder Asset Management
Ohio
$94K +$96.1K +1,355 New
AW
583
Alpha Windward
Massachusetts
$81K – – –
PSUF
584
People's United Financial
Connecticut
$78K – – –
LNB
585
Ledyard National Bank
$75K – – –
IWMPD
586
Integrated Wealth Management (Palm Desert)
California
$75K +$40.5K +572 +113%
GWM
587
Gupta Wealth Management
California
$71K – – –
KT
588
Kanaly Trust
Texas
$71K +$4.39K +62 +6%
BL
589
Balentine LLC
Georgia
$70K +$16.2K +228 +29%
HCMT
590
Highland Capital Management (Tennessee)
Tennessee
$69K +$70.9K +1,000 New
BFEC
591
Benjamin F. Edwards & Company
Missouri
$67K -$7.09K -100 -9%
AIC
592
Ayalon Insurance Company
Israel
$65K – – –
FAM
593
Formidable Asset Management
Ohio
$61K +$9.92K +140 +19%
ACS
594
Archford Capital Strategies
Illinois
$58K – – –
TCOV
595
Trust Company of Vermont
Vermont
$57K +$21.6K +305 +60%
SC
596
Saturna Capital
Washington
$56K – – –
WA
597
Winfield Associates
Ohio
$56K – – –
MA
598
MUFG Americas
New York
$55K – – –
AP
599
Atwood & Palmer
Missouri
$55K +$16.4K +231 +41%
PMFA
600
Plante Moran Financial Advisors
Michigan
$52K -$14.4K -203 -21%
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