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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
951
Kaizen Financial Strategies
California
$2.53M +$224K +1,041 +10%
HIP
952
Harrell Investment Partners
Texas
$2.52M +$269K +1,248 +12%
AC
953
Avestar Capital
New York
$2.52M -$1.91M -8,869 -43%
CC
954
Courier Capital
New York
$2.51M -$255K -1,185 -9%
PH
955
Pinnacle Holdings
Oklahoma
$2.51M +$265K +1,232 +12%
RAM
956
Roanoke Asset Management
New Jersey
$2.49M +$1.81M +8,415 +254%
PBT
957
Pictet Bank & Trust
Bahamas
$2.47M -$37.2K -173 -1%
RE
958
RBC Europe
United Kingdom
$2.45M +$345K +1,603 +16%
VIA
959
Vident Investment Advisory
Georgia
$2.43M -$703K -3,266 -22%
SC
960
Slow Capital
California
$2.43M -$92.8K -431 -4%
TF
961
Threadgill Financial
Texas
$2.43M -$42.6K -198 -2%
QPWM
962
Quadrant Private Wealth Management
Pennsylvania
$2.41M +$413K +1,920 +20%
JPC
963
Jabodon PT Co
Nevada
$2.41M -$110K -513 -4%
LWAC
964
Laurel Wealth Advisors (California)
California
$2.39M -$118K -550 -5%
GAM
965
Grandview Asset Management
Pennsylvania
$2.39M -$169K -783 -7%
BWM
966
Baystate Wealth Management
Massachusetts
$2.38M +$2.25M +10,475 +1,449%
CNC
967
Citizens & Northern Corp
Pennsylvania
$2.37M +$48.4K +225 +2%
GBT
968
Grove Bank & Trust
Florida
$2.37M – – –
SH
969
SeaTown Holdings
Singapore
$2.37M -$2.54M -11,800 -51%
BOH
970
Bank of Hawaii
Hawaii
$2.37M -$708K -3,290 -23%
FC
971
Ferris Capital
Massachusetts
$2.37M -$1.29K -6 -0.1%
WF
972
Welch & Forbes
Massachusetts
$2.36M – – –
WI
973
Wahed Invest
New York
$2.35M -$31.2K -145 -1%
BPGAM
974
BTG Pactual Global Asset Management
Bermuda
$2.35M +$2.39M +11,083 New
USCWA
975
U.S. Capital Wealth Advisors
Texas
$2.35M -$53.4K -248 -2%
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