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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
776
Sowell Financial Services
Arkansas
$3.56M -$1.22M -5,001 -24%
GP
777
Girard Partners
Pennsylvania
$3.55M +$263K +1,082 +7%
CWM
778
Cabot Wealth Management
Massachusetts
$3.53M -$18.5K -76 -0.5%
STA
779
Summit Trail Advisors
New York
$3.5M +$3.83M +15,734 New
EIM
780
Essex Investment Management
Massachusetts
$3.49M -$308K -1,267 -7%
CAM
781
Cresset Asset Management
Illinois
$3.49M +$259K +1,063 +7%
GAM
782
Gemmer Asset Management
California
$3.46M -$20.2K -83 -0.5%
GVAG
783
Great Valley Advisor Group
Delaware
$3.46M +$86.1K +354 +2%
VAS
784
Vestmark Advisory Solutions
Massachusetts
$3.46M +$243K +1,001 +7%
BRWA
785
B. Riley Wealth Advisors
Florida
$3.46M +$281K +1,154 +8%
PAM
786
Pegasus Asset Management
New York
$3.45M +$41.8K +172 +1%
CG
787
Caprock Group
Idaho
$3.44M +$65.9K +271 +2%
BIP
788
Bouvel Investment Partners
Pennsylvania
$3.43M +$3.75M +15,433 New
HZ
789
Hixon Zuercher
Ohio
$3.42M +$106K +437 +3%
PG
790
Pendal Group
Australia
$3.41M -$1.32M -5,441 -26%
MYLI
791
Meiji Yasuda Life Insurance
Japan
$3.4M -$606K -2,493 -14%
BFPW
792
BOK Financial Private Wealth
Colorado
$3.39M +$106K +437 +3%
WR
793
WD Rutherford
Oregon
$3.39M +$3.7M +15,221 New
FB
794
Fulton Bank
Pennsylvania
$3.38M +$46.4K +191 +1%
PA
795
Pinnacle Associates
New York
$3.38M +$1.09M +4,495 +42%
DA
796
Dillon & Associates
Michigan
$3.36M +$389K +1,600 +12%
HWM
797
Hohimer Wealth Management
Washington
$3.36M +$26.3K +108 +0.7%
HAS
798
HBW Advisory Services
California
$3.35M +$223K +916 +6%
FFA
799
Fragasso Financial Advisors
Pennsylvania
$3.34M +$3.65M +15,003 New
FI
800
Fosun International
China
$3.34M +$3.65M +15,000 New
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