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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
NSB
1001
Norway Savings Bank
Maine
$1.77M -$115K -656 -5%
HAG
1002
HighPoint Advisor Group
Illinois
$1.77M -$348K -1,979 -15%
SAM
1003
Shikiar Asset Management
New York
$1.77M -$599K -3,407 -23%
WN
1004
Williams & Novak
California
$1.77M +$11.4K +65 +0.6%
UBG
1005
United Bank (Georgia)
Georgia
$1.77M +$29.2K +166 +1%
JSL
1006
JT Stratford LLC
Georgia
$1.76M +$1M +5,690 +102%
FHC
1007
First Horizon Corporation
Tennessee
$1.76M -$247K -1,402 -11%
ES
1008
Eagle Strategies
New York
$1.75M +$127K +722 +7%
CNC
1009
Citizens & Northern Corp
Pennsylvania
$1.75M +$388K +2,209 +25%
VAS
1010
Valicenti Advisory Services
New York
$1.73M -$26K -148 -1%
DT
1011
Diversified Trust
Tennessee
$1.73M -$833K -4,738 -30%
HCM
1012
Howard Capital Management
Georgia
$1.72M +$519K +2,954 +37%
RCM
1013
RB Capital Management
Nevada
$1.71M -$1.62M -9,210 -46%
SWM
1014
Sculati Wealth Management
Michigan
$1.71M -$26.6K -151 -1%
HIP
1015
Harrell Investment Partners
Texas
$1.71M -$104K -590 -5%
PCM
1016
Parsons Capital Management
Rhode Island
$1.7M -$190K -1,080 -9%
IA
1017
Icon Advisers
Colorado
$1.7M – – –
VWM
1018
Venturi Wealth Management
Texas
$1.7M +$177K +1,009 +10%
BWG
1019
Boomfish Wealth Group
Georgia
$1.69M -$93.9K -534 -5%
MC
1020
Moors & Cabot
Massachusetts
$1.69M -$4.92M -27,959 -72%
CT
1021
Caldwell Trust
Florida
$1.68M -$538K -3,062 -22%
DC
1022
Davenport & Co
Virginia
$1.68M -$2.38M -13,508 -56%
CAMG
1023
CWA Asset Management Group
Florida
$1.67M -$88.6K -504 -5%
HFRG
1024
Houlihan Financial Resource Group
Virginia
$1.67M -$95K -540 -5%
HAG
1025
HF Advisory Group
Maryland
$1.67M +$218K +1,238 +13%
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