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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
1001
First Horizon Corporation
Tennessee
$1.76M -$247K -1,402 -11%
ES
1002
Eagle Strategies
New York
$1.75M +$127K +722 +7%
CNC
1003
Citizens & Northern Corp
Pennsylvania
$1.75M +$388K +2,209 +25%
VAS
1004
Valicenti Advisory Services
New York
$1.73M -$26K -148 -1%
DT
1005
Diversified Trust
Tennessee
$1.73M -$833K -4,738 -30%
HCM
1006
Howard Capital Management
Georgia
$1.72M +$519K +2,954 +37%
RCM
1007
RB Capital Management
Nevada
$1.71M -$1.62M -9,210 -46%
SWM
1008
Sculati Wealth Management
Michigan
$1.71M -$26.6K -151 -1%
HIP
1009
Harrell Investment Partners
Texas
$1.71M -$104K -590 -5%
PCM
1010
Parsons Capital Management
Rhode Island
$1.7M -$190K -1,080 -9%
IA
1011
Icon Advisers
Colorado
$1.7M – – –
VWM
1012
Venturi Wealth Management
Texas
$1.7M +$177K +1,009 +10%
BWG
1013
Boomfish Wealth Group
Georgia
$1.69M -$93.9K -534 -5%
MC
1014
Moors & Cabot
Massachusetts
$1.69M -$4.92M -27,959 -72%
CT
1015
Caldwell Trust
Florida
$1.68M -$538K -3,062 -22%
DC
1016
Davenport & Co
Virginia
$1.68M -$2.38M -13,508 -56%
CAMG
1017
CWA Asset Management Group
Florida
$1.67M -$88.6K -504 -5%
HFRG
1018
Houlihan Financial Resource Group
Virginia
$1.67M -$95K -540 -5%
HAG
1019
HF Advisory Group
Maryland
$1.67M +$218K +1,238 +13%
JCM
1020
Jacobi Capital Management
Pennsylvania
$1.67M -$127K -721 -6%
PDL
1021
Portfolio Design Labs
California
$1.66M +$174K +989 +10%
BFS
1022
Bradley Foster & Sargent
Connecticut
$1.65M -$1.07M -6,062 -37%
QCG
1023
Quadrant Capital Group
Ohio
$1.64M -$4.38M -24,892 -70%
IWM
1024
IHT Wealth Management
Illinois
$1.64M -$518K -2,944 -22%
WIM
1025
Westside Investment Management
California
$1.64M +$161K +915 +10%
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