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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
901
Mirabaud & Cie
Switzerland
$5.4M -$2.18M -7,561 -30%
BCM
902
Beck Capital Management
Texas
$5.39M +$3.75K +13 +0.1%
WIC
903
Woodmont Investment Counsel
Tennessee
$5.39M +$5.77K +20 +0.1%
CWP
904
Cyndeo Wealth Partners
Florida
$5.39M -$447K -1,548 -8%
BTWM
905
Baker Tilly Wealth Management
Wisconsin
$5.37M -$389K -1,347 -7%
BRWA
906
B. Riley Wealth Advisors
Florida
$5.34M +$119K +411 +2%
MAM
907
Mirabaud Asset Management
United Kingdom
$5.3M -$1.59M -5,526 -24%
HAS
908
HBW Advisory Services
California
$5.29M – – –
CA
909
Cullinan Associates
Kentucky
$5.25M -$3.83M -13,260 -43%
BFA
910
Bragg Financial Advisors
North Carolina
$5.25M +$3.59M +12,441 +250%
SC
911
SouthState Corp
Florida
$5.24M -$125K -432 -2%
YIA
912
YHB Investment Advisors
Connecticut
$5.21M +$321K +1,113 +7%
CWM
913
Cabot Wealth Management
Massachusetts
$5.19M -$62.9K -218 -1%
LMIM
914
Lockheed Martin Investment Management
Maryland
$5.18M -$3.29M -11,410 -35%
CCM
915
Coldstream Capital Management
Washington
$5.18M +$761K +2,637 +18%
BFW
916
Brady Family Wealth
Missouri
$5.16M +$3.57M +12,371 +260%
HAG
917
HighPoint Advisor Group
Illinois
$5.15M +$31.7K +110 +0.6%
CNBT
918
Canandaigua National Bank & Trust
New York
$5.14M -$276K -955 -5%
SC
919
Savant Capital
Illinois
$5.13M +$132K +456 +3%
FIB
920
First Interstate Bank
Montana
$5.12M -$306K -1,062 -6%
AG
921
Ascent Group
Virginia
$5.11M +$2.18M +7,547 +80%
CCMG
922
Clark Capital Management Group
Pennsylvania
$5.08M +$734K +2,544 +18%
PSC
923
Prentiss Smith & Co
Vermont
$5.05M -$118K -409 -2%
AC
924
Asio Capital
Kentucky
$5.05M +$199K +691 +4%
HCA
925
Harbor Capital Advisors
Illinois
$5.02M -$506K -1,755 -10%
35 36
37
38 39