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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
751
RB Capital Management
Nevada
$4.45M -$59K -289 -1%
SFI
752
Siemens Fonds Invest
Germany
$4.44M -$14.7K -72 -0.3%
SW
753
SVB Wealth
Massachusetts
$4.44M -$5.17M -25,304 -55%
IFG
754
Independent Financial Group
California
$4.42M -$313K -1,533 -7%
DA
755
Dillon & Associates
Michigan
$4.42M -$43.9K -215 -1%
QFA
756
Quattro Financial Advisors
Texas
$4.4M +$2.07M +10,161 +95%
IWP
757
Icon Wealth Partners
Texas
$4.4M -$1.34M -6,564 -24%
WIA
758
Westbourne Investment Advisors
Maryland
$4.39M +$3.88K +19 +0.1%
OCM
759
Once Capital Management
New York
$4.39M – – –
VCM
760
Vision Capital Management
Oregon
$4.39M +$5.1K +25 +0.1%
IWC
761
Integrated Wealth Concepts
Massachusetts
$4.38M +$1.06M +5,169 +33%
BCCM
762
Bridge Creek Capital Management
Massachusetts
$4.36M -$25.5K -125 -0.6%
LNC
763
Lincoln National Corp
Pennsylvania
$4.34M +$254K +1,246 +6%
FEG
764
Financial Enhancement Group
Indiana
$4.34M +$4.02M +19,677 New
SC
765
Sawyer & Company
Massachusetts
$4.33M +$2.65K +13 +0.1%
MWM
766
Meridian Wealth Management
Kentucky
$4.33M -$326K -1,595 -7%
PGFC
767
Peapack-Gladstone Financial Corp
New Jersey
$4.31M -$587K -2,875 -12%
PIA
768
Petredis Investment Advisors
Pennsylvania
$4.3M -$22.3K -109 -0.5%
DGAM
769
Desjardins Global Asset Management
Quebec, Canada
$4.3M -$1.41M -6,898 -25%
CWP
770
Capital Wealth Planning
Florida
$4.29M +$1.54M +7,541 +59%
HCA
771
Harbor Capital Advisors
Illinois
$4.28M -$70.8K -347 -2%
TCA
772
Trifecta Capital Advisors
Illinois
$4.28M +$124K +605 +3%
OAM
773
Ostrum Asset Management
France
$4.27M -$196K -960 -5%
GPTE
774
Generali Powszechne Towarzystwo Emerytalne
Poland
$4.25M – – –
LFG
775
Lazard Frères Gestion
France
$4.25M +$132K +645 +3%
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31
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