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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
701
Mathes Company
New York
$4.53M -$773K -3,530 -16%
FG
702
Fiduciary Group
Georgia
$4.5M +$252K +1,152 +7%
FFWA
703
FRG Family Wealth Advisors
Washington
$4.49M -$87.6K -400 -2%
PGFC
704
Peapack-Gladstone Financial Corp
New Jersey
$4.49M +$884K +4,037 +29%
FHB
705
First Hawaiian Bank
Hawaii
$4.47M -$1.2M -5,498 -24%
EGM
706
Engineers Gate Manager
New York
$4.46M +$3.89M +17,753 New
MYLI
707
Meiji Yasuda Life Insurance
Japan
$4.46M +$403K +1,841 +12%
CRC
708
Curi RMB Capital
Illinois
$4.43M -$185K -847 -5%
AFWM
709
AMJ Financial Wealth Management
Virginia
$4.38M -$591K -2,701 -13%
ACM
710
Aljian Capital Management
Nevada
$4.37M -$79.5K -363 -2%
MAM
711
Mastrapasqua Asset Management
Tennessee
$4.34M -$93.5K -427 -2%
TPCW
712
TD Private Client Wealth
New York
$4.28M -$77.7K -355 -2%
BC
713
Brookfield Corp
Ontario, Canada
$4.27M -$7.22M -33,000 -66%
MUAMU
714
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$4.27M -$1.75M -8,000 -32%
EIM
715
Essex Investment Management
Massachusetts
$4.26M -$1.69M -7,727 -31%
GA
716
Gateway Advisory
New Jersey
$4.25M +$3.7M +16,890 New
BCCM
717
Bridge Creek Capital Management
Massachusetts
$4.24M -$48.2K -220 -1%
GWSG
718
GPS Wealth Strategies Group
Colorado
$4.23M +$3.68M +16,815 New
AMCA
719
Arthur M. Cohen & Associates
Illinois
$4.21M +$442K +2,020 +14%
CCP
720
Clough Capital Partners
Massachusetts
$4.19M -$491K -2,245 -12%
IC
721
Immersion Capital
United Kingdom
$4.16M +$3.62M +16,542 New
MWM
722
Marietta Wealth Management
Georgia
$4.12M -$144K -660 -4%
BOH
723
Bank of Hawaii
Hawaii
$4.09M +$3.56M +16,277 New
SIM
724
Spark Investment Management
New York
$4.07M +$3.55M +16,200 New
BBNA
725
Bremer Bank National Association
Minnesota
$4.06M -$146K -669 -4%
27 28
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