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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
626
Transform Wealth
Colorado
$6.9M +$2.12M +9,213 +48%
WSCM
627
Wellington Shields Capital Management
New York
$6.81M -$78.8K -342 -1%
FIM
628
FWL Investment Management
Texas
$6.76M +$254K +1,102 +4%
CIG
629
Consolidated Investment Group
Colorado
$6.74M +$2.12M +9,200 +50%
BRWA
630
B. Riley Wealth Advisors
Florida
$6.73M +$299K +1,297 +5%
KCM
631
Karp Capital Management
California
$6.71M +$996K +4,321 +19%
LCH
632
Lee Capital Holdings
New York
$6.71M -$452K -1,960 -7%
PAM
633
Private Asset Management
California
$6.7M +$61.3K +266 +1%
GAM
634
Gotham Asset Management
New York
$6.67M -$1.47M -6,361 -19%
IFG
635
Independent Financial Group
California
$6.66M +$179K +775 +3%
ZCM
636
Ziegler Capital Management
Illinois
$6.66M -$5.4M -23,423 -87%
ECM
637
Everence Capital Management
Indiana
$6.66M +$336K +1,460 +6%
OSIA
638
O'Shares Investment Advisers
Massachusetts
$6.6M -$1.55M -6,710 -20%
GC
639
Garde Capital
Washington
$6.52M -$227K -983 -4%
AF
640
Arrow Financial
New York
$6.47M -$185K -802 -3%
APGDR
641
Absoluto Partners Gestao de Recursos
Brazil
$6.46M +$2.49M +10,824 +69%
OHIS
642
Oak Harvest Investment Services
Texas
$6.41M +$425K +1,846 +8%
NCM
643
Nelson Capital Management
California
$6.41M +$65.5K +284 +1%
KPWS
644
Kestra Private Wealth Services
Texas
$6.41M +$405K +1,756 +7%
AWS
645
AJ Wealth Strategies
New York
$6.39M -$837K -3,630 -12%
EWM
646
Elite Wealth Management
Washington
$6.37M +$749K +3,250 +14%
LFAS
647
Level Four Advisory Services
Texas
$6.36M +$141K +612 +2%
PWS
648
Peloton Wealth Strategists
Indiana
$6.35M -$212K -920 -3%
FLPIM
649
F.L. Putnam Investment Management
Massachusetts
$6.32M -$455K -1,974 -7%
AAS
650
Avantax Advisory Services
Texas
$6.32M +$1.07M +4,641 +22%
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