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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
VR
951
Viridian RIA
Washington
$1.32M +$27K +160 +2%
SCM
952
Shelton Capital Management
Colorado
$1.31M -$49.2K -292 -4%
SC
953
Slow Capital
California
$1.31M -$53.9K -320 -4%
IIA
954
IPG Investment Advisors
California
$1.3M +$54.8K +325 +5%
EI
955
Ethic Inc
New York
$1.3M +$292K +1,735 +33%
EWM
956
Elmwood Wealth Management
California
$1.3M -$538K -3,190 -32%
LCP
957
Legacy Capital Partners
Wisconsin
$1.3M -$27.8K -165 -2%
PAS
958
Park Avenue Securities
New York
$1.29M +$320K +1,899 +38%
CPC
959
Congress Park Capital
New York
$1.29M -$96K -570 -8%
FIB
960
First Interstate Bank
Montana
$1.28M +$718K +4,259 +164%
CI
961
Cavalier Investments
Georgia
$1.28M +$1.15M +6,823 New
TFS
962
Thoroughbred Financial Services
Tennessee
$1.28M -$314K -1,865 -21%
IAIM
963
International Assets Investment Management
Florida
$1.28M +$116K +688 +11%
CCM
964
Cribstone Capital Management
Maine
$1.27M +$50.9K +302 +5%
KAM
965
Karani Asset Management
New York
$1.27M -$112K -667 -9%
CWAG
966
Compton Wealth Advisory Group
Virginia
$1.27M -$116K -690 -9%
CFFP
967
Center for Financial Planning
Michigan
$1.26M +$194K +1,150 +21%
DP
968
Denver PWM
Colorado
$1.26M – – –
HSA
969
HBK Sorce Advisory
Pennsylvania
$1.26M +$439K +2,605 +63%
CWM
970
Calamos Wealth Management
Illinois
$1.25M -$4.71M -27,977 -81%
BWAM
971
Boyd Watterson Asset Management
Ohio
$1.25M +$106K +632 +10%
MS
972
Mizuho Securities
Japan
$1.24M +$1.19M +7,070 +450%
PCS
973
Personal CFO Solutions
New Jersey
$1.24M -$11.3K -67 -1%
RG
974
Rikoon Group
New Mexico
$1.23M -$29.5K -175 -3%
WAM
975
Wealthspire Advisors (Maryland)
Maryland
$1.23M +$205K +1,219 +23%
37 38
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