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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ABFS
826
Appropriate Balance Financial Services
Washington
$5.82K -$465K -5,817 -92%
TSW
827
Thompson Siegel & Walmsley
Virginia
$5K -$36.3K -454 -89%
CCM
828
Cribstone Capital Management
Maine
$5K – – –
MCM
829
MV Capital Management
Maryland
$5K – – –
PK
830
Pflug Koory
Nebraska
$5K – – –
GRP
831
Global Retirement Partners
California
$5K +$5.11K +64 New
LJHT
832
Laurie J. Hall Trustee
$4.27K – – –
VIA
833
Vantage Investment Advisors
Pennsylvania
$4K -$799 -10 -17%
PCA
834
Peddock Capital Advisors
Massachusetts
$4K +$2K +25 +125%
AIM
835
Anchor Investment Management
South Carolina
$3.46K +$3.35K +42 New
ZB
836
Zions Bancorporation
Utah
$3K -$11.9K -149 -78%
AIS
837
Accurate Investment Solutions
Pennsylvania
$3K – – –
AAP
838
Arax Advisory Partners
Colorado
$3K – – –
SCA
839
Secor Capital Advisors
New York
$2K -$9.42M -117,870 -100%
OC
840
Oakworth Capital
Alabama
$2K – – –
RBC
841
Roble Belko & Company
Pennsylvania
$2K – – –
SQA
842
Simon Quick Advisors
New Jersey
$1K -$77.3K -968 -99%
PCFFS
843
Pacific Center for Financial Services
California
$1K – – –
TCM
844
Tradewinds Capital Management
Washington
$1K – – –
SLF
845
Sun Life Financial
Ontario, Canada
$354 +$2.32K +29 New
PHS
846
PFM Health Sciences
California
– -$63M -920,244 Closed
N
847
Natixis
France
– -$58.7M -857,640 Closed
JCAM
848
Jericho Capital Asset Management
New York
– -$53M -773,451 Closed
QC
849
Quadrature Capital
United Kingdom
– -$33.5M -488,812 Closed
ZCI
850
Zevenbergen Capital Investments
Washington
– -$31.6M -460,893 Closed
32 33
34
35 36