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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1001
Finer Wealth Management
Massachusetts
$3.07M -$65.8K -246 -2%
DS
1002
DRW Securities
Illinois
$3.07M +$2.29M +8,559 +253%
ECU
1003
Eisler Capital (UK)
United Kingdom
$3.07M +$1.47M +5,512 +86%
HFRG
1004
Houlihan Financial Resource Group
Virginia
$3.06M +$16.9K +63 +0.5%
JHCP
1005
Jackson Hole Capital Partners
Oklahoma
$3.06M +$173K +645 +6%
SAM
1006
Smithbridge Asset Management
Pennsylvania
$3.05M -$566K -2,116 -15%
GWM
1007
Geneos Wealth Management
Colorado
$3.04M +$120K +450 +4%
IHL
1008
Investment House LLC
California
$3.02M +$2.5M +9,348 +391%
LS
1009
Livforsakringsbolaget Skandia
Sweden
$3.02M -$134K -500 -4%
NHT
1010
New Hampshire Trust
New Hampshire
$3.02M +$37.7K +141 +1%
FHB
1011
First Hawaiian Bank
Hawaii
$3.01M -$1.14M -4,265 -27%
TPA
1012
Trivium Point Advisory
Connecticut
$2.98M +$123K +461 +4%
TGAM
1013
TBH Global Asset Management
Tennessee
$2.98M +$2.52M +9,424 +437%
MC
1014
Machina Capital
France
$2.96M +$3.08M +11,514 New
P
1015
&Partners
Tennessee
$2.95M +$1.91M +7,153 +165%
LSAG
1016
Lake Street Advisors Group
New Hampshire
$2.95M +$79.2K +296 +3%
KTM
1017
Keeler Thomas Management
Utah
$2.94M +$1.37M +5,131 +81%
ACM
1018
Aljian Capital Management
Nevada
$2.94M +$26.2K +98 +0.9%
CPBTD
1019
Central Pacific Bank - Trust Division
Hawaii
$2.93M -$936K -3,498 -23%
OFS
1020
OMC Financial Services
New York
$2.92M +$5.62K +21 +0.2%
WIS
1021
Wright Investors Service
Connecticut
$2.92M +$1.38M +5,139 +83%
BHIA
1022
Birch Hill Investment Advisors
Massachusetts
$2.92M -$10.2K -38 -0.3%
EBT
1023
Enterprise Bank & Trust
Massachusetts
$2.9M -$1.87K -7 -0.1%
IAN
1024
Integrated Advisors Network
Texas
$2.9M -$449K -1,677 -13%
TAM
1025
Trust Asset Management
Texas
$2.88M – – –
39 40
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