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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FQ
951
First Quadrant
California
$964K +$272K +1,587 +31%
PCS
952
Personal CFO Solutions
New Jersey
$961K +$420K +2,451 +58%
SWIG
953
Strategic Wealth Investment Group
Kentucky
$955K +$41.8K +244 +4%
IIA
954
IPG Investment Advisors
California
$955K +$193K +1,125 +20%
EMG
955
ETF Managers Group
New Jersey
$950K -$84.2K -491 -7%
KC
956
Kingfisher Capital
North Carolina
$950K +$568K +3,315 +101%
GVAG
957
Great Valley Advisor Group
Delaware
$948K +$52.1K +304 +5%
EAM
958
Eagle Asset Management
Florida
$941K +$69.1K +403 +7%
CCM
959
Cribstone Capital Management
Maine
$934K +$8.57K +50 +0.8%
LWS
960
Lucia Wealth Services
California
$933K -$622K -3,629 -36%
MIA
961
MainStreet Investment Advisors
Illinois
$931K +$1.11M +6,463 New
DP
962
Dearborn Partners
Illinois
$925K +$4.29K +25 +0.4%
AC
963
Avestar Capital
New York
$924K +$150K +874 +16%
DP
964
Denver PWM
Colorado
$913K +$1.03K +6 +0.1%
DAM
965
Doheny Asset Management
California
$912K – – –
FI
966
FormulaFolio Investments
Michigan
$910K -$291K -1,695 -21%
SSWM
967
Sheets Smith Wealth Management
North Carolina
$909K +$17.1K +100 +2%
FMLI
968
Fukoku Mutual Life Insurance
Japan
$904K -$437K -2,550 -29%
AFAS
969
Acorn Financial Advisory Services
Virginia
$904K +$11K +64 +1%
MWA
970
Meridian Wealth Advisors
Texas
$901K -$88.5K -516 -8%
IHL
971
Investment House LLC
California
$896K -$36.9K -215 -3%
JT
972
Jump Trading
Illinois
$891K +$311K +1,813 +41%
ATWA
973
Arbor Trust Wealth Advisors
Michigan
$890K -$4.8K -28 -0.5%
JDR
974
Jay D. Rosenbaum
$885K +$14.6K +85 +1%
IAIM
975
International Assets Investment Management
Florida
$882K +$1.05M +6,123 New
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