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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
951
Summit Financial
New Jersey
$3.08M +$356K +1,266 +12%
GAM
952
Grandview Asset Management
Pennsylvania
$3.06M -$58.4K -208 -2%
WM
953
Westpark Management
Texas
$3.05M +$3.37M +12,000 New
BCCM
954
Bridge Creek Capital Management
Massachusetts
$3.05M -$42.4K -151 -0.4%
RCM
955
Regency Capital Management
Hawaii
$3.02M +$255K +908 +8%
GLA
956
Good Life Advisors
Pennsylvania
$3.02M -$36K -128 -1%
SC
957
Slow Capital
California
$3.02M +$182K +649 +6%
JPC
958
Jabodon PT Co
Nevada
$3.01M +$3.33M +11,847 New
PBT
959
Pictet Bank & Trust
Bahamas
$3M -$5.62K -20 -0.2%
SCM
960
Stevens Capital Management
Pennsylvania
$3M +$3.32M +11,813 New
TNBTD
961
Trustmark National Bank Trust Department
Mississippi
$3M +$37.7K +134 +1%
LWAC
962
Laurel Wealth Advisors (California)
California
$3M +$2.48M +8,843 +299%
VCM
963
Verde Capital Management
Michigan
$2.99M +$31.5K +112 +1%
FIM
964
Freedom Investment Management
Connecticut
$2.99M -$135K -482 -4%
DGAM
965
Desjardins Global Asset Management
Quebec, Canada
$2.98M +$3.3M +11,740 New
TF
966
Threadgill Financial
Texas
$2.97M +$295K +1,050 +10%
GWM
967
GDS Wealth Management
Texas
$2.96M +$3.27M +11,647 New
VLKIM
968
Van Lanschot Kempen Investment Management
Netherlands
$2.95M -$300K -1,066 -8%
MWA
969
Meridian Wealth Advisors
Texas
$2.94M +$143K +510 +5%
PI
970
PFS Investments
Georgia
$2.93M +$591K +2,104 +22%
TPCW
971
TD Private Client Wealth
New York
$2.92M +$605K +2,154 +23%
CAC
972
Cowen and Company
New York
$2.9M -$2.09M -7,434 -39%
DAS
973
Dynamic Advisor Solutions
Arizona
$2.9M +$80.4K +286 +3%
WI
974
Wintrust Investments
Illinois
$2.9M -$281K -1,000 -8%
PIM
975
Perpetual Investment Management
Australia
$2.9M – – –
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