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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
901
Park Avenue Securities
New York
$2.79M +$287K +1,244 +12%
SLG
902
Stanley-Laman Group
Pennsylvania
$2.78M +$455K +1,974 +21%
BWL
903
Bogart Wealth LLC
Virginia
$2.78M +$457K +1,985 +21%
MPWT
904
MassMutual Private Wealth & Trust
Connecticut
$2.76M +$306K +1,326 +13%
RCM
905
Regency Capital Management
Hawaii
$2.75M +$1.14M +4,948 +78%
VIA
906
Vident Investment Advisory
Georgia
$2.75M -$562K -2,440 -18%
TSS
907
Two Sigma Securities
New York
$2.74M +$2.19M +9,521 +562%
VCM
908
Verde Capital Management
Michigan
$2.73M +$174K +755 +7%
WF
909
Welch & Forbes
Massachusetts
$2.73M +$1.17M +5,082 +83%
QPWM
910
Quadrant Private Wealth Management
Pennsylvania
$2.73M +$133K +578 +5%
IAS
911
IMA Advisory Services
Colorado
$2.72M -$40.3K -175 -2%
BCM
912
Boltwood Capital Management
California
$2.72M -$33K -143 -1%
GGI
913
GPM Growth Investors
Michigan
$2.71M +$40.1K +174 +2%
NEI
914
Northwest & Ethical Investments
Ontario, Canada
$2.7M -$1.71M -7,400 -40%
GTCM
915
Gyon Technologies Capital Management
New Jersey
$2.69M +$2.09M +9,061 +467%
BRWM
916
B. Riley Wealth Management
Tennessee
$2.67M -$212K -918 -8%
CAM
917
Cypress Asset Management
Texas
$2.67M -$3.46K -15 -0.1%
AWM
918
Avitas Wealth Management
California
$2.66M +$528K +2,290 +27%
CF
919
Centaurus Financial
California
$2.65M +$1.09M +4,724 +77%
DT
920
Diversified Trust
Tennessee
$2.65M +$127K +552 +5%
PH
921
Pinnacle Holdings
Oklahoma
$2.65M -$12.2K -53 -0.5%
PSUF
922
People's United Financial
Connecticut
$2.65M +$15K +65 +0.6%
BB
923
Berkshire Bank
Massachusetts
$2.64M -$303K -1,316 -11%
IRAG
924
Investment Research & Advisory Group
Georgia
$2.64M -$4.84K -21 -0.2%
MWA
925
Meridian Wealth Advisors
Texas
$2.64M +$212K +921 +9%
35 36
37
38 39