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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
EF
976
Empirical Finance
Pennsylvania
$1.95M – – –
PMG
977
ProVise Management Group
Florida
$1.95M +$27.8K +125 +1%
IFWM
978
Institute for Wealth Management
Colorado
$1.95M +$43.6K +196 +2%
TIA
979
Tiemann Investment Advisors
California
$1.94M -$6.68K -30 -0.3%
TCA
980
Transcend Capital Advisors
New Jersey
$1.94M -$24.9K -112 -1%
V
981
VeraBank
Texas
$1.91M – – –
VFM
982
Viking Fund Management
North Dakota
$1.91M +$223K +1,000 +13%
SJIM
983
St. Johns Investment Management
Florida
$1.9M +$160K +719 +9%
AFWM
984
AMJ Financial Wealth Management
Virginia
$1.89M -$1.99M -8,939 -50%
STC
985
Sarah T. Connolly
$1.89M -$21.1K -95 -1%
AIA
986
Avalon Investment & Advisory
Texas
$1.89M -$660K -2,963 -25%
CBB
987
Citizens Business Bank
California
$1.88M -$36.5K -164 -2%
SWM
988
Segment Wealth Management
Texas
$1.88M +$181K +811 +10%
IWM
989
IHT Wealth Management
Illinois
$1.87M +$543K +2,439 +38%
CIA
990
Cohen Investment Advisors
New Hampshire
$1.85M +$84.8K +381 +4%
FC
991
Ferris Capital
Massachusetts
$1.85M – – –
BO
992
Bank OZK
Arkansas
$1.84M +$42.3K +190 +2%
GCAC
993
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.84M +$776K +3,487 +76%
PAM
994
Paradigm Asset Management
New York
$1.84M -$89K -400 -4%
GA
995
GoalVest Advisory
New York
$1.84M +$406K +1,824 +27%
EH
996
Equitable Holdings
New York
$1.83M +$756K +3,398 +65%
AWM
997
Avitas Wealth Management
California
$1.82M +$609K +2,737 +47%
MJB
998
Mark J. Bradley
$1.81M -$16.9K -76 -0.9%
TA
999
Townsend & Associates
Colorado
$1.81M +$96.6K +434 +5%
ECM
1000
Evergreen Capital Management
Washington
$1.8M +$521K +2,340 +38%
38 39
40
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