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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
1001
Welch & Forbes
Massachusetts
$2.15M -$5.31K -26 -0.3%
JHCP
1002
Jackson Hole Capital Partners
Oklahoma
$2.15M -$114K -559 -5%
AFAS
1003
Acorn Financial Advisory Services
Virginia
$2.12M -$52.5K -257 -2%
ISL
1004
Ingalls & Snyder LLC
New York
$2.12M -$72.7K -356 -3%
CIC
1005
Cornercap Investment Counsel
Georgia
$2.11M +$2.04M +10,009 New
HW
1006
Hancock Whitney
Mississippi
$2.11M -$102K -498 -5%
TIA
1007
Tiemann Investment Advisors
California
$2.1M +$39.8K +195 +2%
MSE
1008
MUFG Securities EMEA
United Kingdom
$2.1M -$799K -3,916 -28%
IFWM
1009
Institute for Wealth Management
Colorado
$2.08M +$101K +496 +5%
GL
1010
Graypoint LLC
New York
$2.08M +$324K +1,587 +19%
PFMU
1011
Privium Fund Management (UK)
United Kingdom
$2.07M – – –
MOS
1012
MGO One Seven
Ohio
$2.07M -$319K -1,561 -14%
TPCW
1013
TD Private Client Wealth
New York
$2.07M -$58K -284 -3%
RWM
1014
Ritholtz Wealth Management
New York
$2.05M +$107K +522 +6%
1WA
1015
180 Wealth Advisors
Washington
$2.05M -$273K -1,336 -12%
SWM
1016
Sculati Wealth Management
Michigan
$2.05M -$15.5K -76 -0.8%
AMCA
1017
Arthur M. Cohen & Associates
Illinois
$2.04M +$46.3K +227 +2%
CC
1018
Cipher Capital
New York
$2.04M +$1.97M +9,651 New
WR
1019
WD Rutherford
Oregon
$2.03M +$62.3K +305 +3%
AWS
1020
AJ Wealth Strategies
New York
$2.02M +$19.6K +96 +1%
MC
1021
Machina Capital
France
$2.01M +$1.56M +7,648 +410%
QPW
1022
Quantum Private Wealth
Florida
$2.01M -$32.5K -159 -2%
SV
1023
Sturgeon Ventures
United Kingdom
$2M +$395K +1,937 +26%
AG
1024
AIA Group
Hong Kong
$1.98M -$867K -4,246 -31%
EFM
1025
E Fund Management
China
$1.98M -$287K -1,406 -13%
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