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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
776
SP Asset Management
California
$3.29M -$401K -2,279 -10%
SWM
777
Selective Wealth Management
Virginia
$3.29M -$69.8K -397 -2%
AC
778
AlphaCore Capital
California
$3.27M +$1.25M +7,091 +52%
RFL
779
RD Finance Ltd
Cyprus
$3.27M – – –
BHWM
780
Bar Harbor Wealth Management
New Hampshire
$3.26M +$77.5K +441 +2%
CI
781
Ceera Investments
Texas
$3.26M -$140K -794 -4%
PRS
782
Pinkerton Retirement Specialists
Idaho
$3.25M +$3.06M +17,391 New
SP
783
Sherman Porfolios
Idaho
$3.23M -$67.7K -385 -2%
LT
784
Legacy Trust
Michigan
$3.22M -$374K -2,127 -9%
NAMA
785
Nikko Asset Management Americas
New York
$3.18M -$153K -871 -4%
S
786
SignatureFD
Georgia
$3.17M -$185K -1,051 -5%
FAM
787
Fairtree Asset Management
South Africa
$3.15M +$1.62M +9,241 +85%
ISWM
788
Intesa Sanpaolo Wealth Management
$3.14M -$293K -1,666 -8%
CFG
789
Citizens Financial Group
Rhode Island
$3.14M -$342K -1,944 -9%
LGF
790
LGT Group Foundation
Liechtenstein
$3.14M -$1.11M -6,334 -24%
CIG
791
Consolidated Investment Group
Colorado
$3.12M – – –
PGFC
792
Peapack-Gladstone Financial Corp
New Jersey
$3.12M -$235K -1,336 -6%
CCM
793
Collar Capital Management
Wisconsin
$3.11M +$432K +2,457 +14%
PFU
794
Parus Finance (UK)
United Kingdom
$3.09M -$78.1K -444 -2%
UB
795
UMB Bank
Missouri
$3.09M -$6.11M -34,767 -64%
WA
796
WP Advisors
California
$3.08M +$1.88M +10,675 +119%
TE
797
Tema ETFs
New York
$3.08M +$331K +1,885 +11%
PIA
798
Petredis Investment Advisors
Pennsylvania
$3.07M -$8.27K -47 -0.2%
PWG
799
Portside Wealth Group
Utah
$3.07M +$403K +2,289 +13%
HA
800
Huntleigh Advisors
Missouri
$3.06M +$211K +1,198 +7%
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