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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
876
SteelPeak Wealth
California
$1.71M -$85.1K -505 -5%
CPA
877
Capital Planning Advisors
California
$1.71M +$1.53M +9,108 New
BBCM
878
Boardman Bay Capital Management
New York
$1.69M -$168K -1,000 -10%
TIA
879
Tiemann Investment Advisors
California
$1.68M +$29.5K +175 +2%
IC
880
Intersect Capital
California
$1.68M +$174K +1,035 +13%
BO
881
Bank OZK
Arkansas
$1.68M +$94K +558 +7%
JSL
882
JT Stratford LLC
Georgia
$1.67M +$23.8K +141 +2%
CIA
883
CSat Investment Advisory
Michigan
$1.65M +$520K +3,088 +54%
AIA
884
Avalon Investment & Advisory
Texas
$1.65M +$739K +4,386 +99%
TI
885
Tidal Investments
Wisconsin
$1.65M +$520K +3,085 +54%
PT
886
Plimoth Trust
Massachusetts
$1.65M +$648K +3,845 +78%
IB
887
Intrust Bank
Kansas
$1.64M -$41.6K -247 -3%
BFM
888
Boothbay Fund Management
New York
$1.64M -$2.4M -14,222 -62%
FC
889
Ferris Capital
Massachusetts
$1.63M +$28.3K +168 +2%
WA
890
Winfield Associates
Ohio
$1.63M -$131K -775 -8%
DC
891
Davenport & Co
Virginia
$1.62M -$39.9K -237 -3%
SLG
892
Stanley-Laman Group
Pennsylvania
$1.62M +$166K +984 +13%
WBC
893
West Branch Capital
Massachusetts
$1.61M +$170K +1,008 +13%
EPC
894
Emerson Point Capital
New York
$1.6M -$12.9M -76,385 -90%
FPA
895
First Pacific Advisors
California
$1.6M – – –
AWM
896
Altium Wealth Management
New York
$1.6M -$20.7K -123 -1%
BAAM
897
Baker Avenue Asset Management
California
$1.6M +$1.44M +8,523 New
MWA
898
Meridian Wealth Advisors
Texas
$1.59M +$379K +2,252 +36%
ZCA
899
Zeke Capital Advisors
Pennsylvania
$1.58M +$1.42M +8,454 New
CAL
900
Capital Analysts LLC
Pennsylvania
$1.58M -$83.6K -496 -6%
34 35
36
37 38