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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
951
Sovran Advisors
California
$2.03M -$254K -1,446 -11%
PCIG
952
Partners Capital Investment Group
Massachusetts
$2.03M -$388K -2,206 -15%
DFG
953
Demars Financial Group
Washington
$2.02M +$398K +2,264 +21%
TFA
954
Teamwork Financial Advisors
Texas
$2.02M +$333K +1,893 +17%
MF
955
Magnetar Financial
Illinois
$2M +$2.25M +12,789 New
TF
956
Trek Financial
Arizona
$1.99M +$391K +2,222 +21%
WPC
957
Wedmont Private Capital
Pennsylvania
$1.98M -$931K -5,292 -30%
AP
958
Advisors Preferred
Maryland
$1.98M – – –
HHMI
959
Howard Hughes Medical Institute
Maryland
$1.98M – – –
CWI
960
Conscious Wealth Investments
Florida
$1.97M -$1.91M -10,877 -48%
MASUI
961
MIRAE ASSET SECURITIES (USA) INC.
New York
$1.96M -$6.61M -37,574 -75%
PNAA
962
Pictet North America Advisors
Switzerland
$1.96M +$1.07M +6,110 +95%
LNB
963
Ledyard National Bank
$1.96M -$412K -2,344 -16%
CRC
964
Curi RMB Capital
Illinois
$1.96M -$1.13M -6,426 -34%
CIA
965
Capital Investment Advisors
Georgia
$1.94M -$83.7K -476 -4%
SC
966
SummitTX Capital
Texas
$1.92M +$2.16M +12,270 New
GKWIM
967
Gerber Kawasaki Wealth & Investment Management
California
$1.91M +$1.29M +7,354 +151%
HIIFS
968
Harel Insurance Investments & Financial Services
Israel
$1.91M +$173K +983 +9%
FMI
969
Frec Markets Inc
California
$1.91M +$592K +3,369 +38%
KAS
970
KPP Advisory Services
Kentucky
$1.9M +$57.9K +329 +3%
MHS
971
M Holdings Securities
Oregon
$1.9M +$3.87K +22 +0.2%
AL
972
Aspiriant LLC
California
$1.89M +$98.5K +560 +5%
AFG
973
Atomi Financial Group
New York
$1.88M -$324K -1,842 -13%
CWMK
974
Caliber Wealth Management (Kansas)
Kansas
$1.88M +$326K +1,855 +18%
AFG
975
American Financial Group
Ohio
$1.88M -$2.64M -15,000 -56%
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