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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
876
Conning Inc
Connecticut
$4.71M -$39.8K -158 -0.8%
IFG
877
Independent Financial Group
California
$4.69M +$429K +1,699 +9%
NFSG
878
Newbridge Financial Services Group
Florida
$4.69M -$557K -2,210 -10%
RIM
879
Rakuten Investment Management
Japan
$4.69M +$4.36M +17,290 New
PWP
880
Private Wealth Partners
California
$4.66M +$36.3K +144 +0.7%
RPI
881
Railway Pension Investments
United Kingdom
$4.65M +$1.99M +7,900 +68%
GRP
882
Global Retirement Partners
California
$4.64M +$790K +3,133 +19%
BIP
883
Bouvel Investment Partners
Pennsylvania
$4.64M -$29.8K -118 -0.6%
SMH
884
Sanders Morris Harris
Texas
$4.64M +$2.29M +9,061 New
DRS
885
Deane Retirement Strategies
Louisiana
$4.63M +$4.92M +19,518 New
DT
886
Diversified Trust
Tennessee
$4.63M -$2.08M -8,246 -30%
DAS
887
Dynamic Advisor Solutions
Arizona
$4.62M -$85.2K -338 -2%
ISB
888
Iowa State Bank
Iowa
$4.61M -$313K -1,240 -6%
EIM
889
Essex Investment Management
Massachusetts
$4.6M -$18.9K -75 -0.4%
CIG
890
Consolidated Investment Group
Colorado
$4.58M – – –
CAL
891
Capital Analysts LLC
Pennsylvania
$4.55M +$135K +535 +3%
ZBNA
892
Zions Bancorporation, National Association
Utah
$4.53M -$2.43M -9,622 -33%
RCM
893
RNC Capital Management
California
$4.52M -$35.8K -142 -0.7%
WPP
894
Whalerock Point Partners
Rhode Island
$4.52M +$63.1K +250 +1%
SAM
895
Smithbridge Asset Management
Pennsylvania
$4.51M -$110K -436 -2%
OAM
896
Ostrum Asset Management
France
$4.51M +$159K +629 +3%
QOP
897
Quinn Opportunity Partners
Virginia
$4.5M +$4.79M +19,000 New
FFP
898
FourThought Financial Partners
Florida
$4.5M +$466K +1,848 +11%
AG
899
AlTi Global
New York
$4.46M +$235K +932 +5%
VI
900
Vestcor Inc
New Brunswick, Canada
$4.43M -$268K -1,064 -5%
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