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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAI
1001
Systematic Alpha Investments
New Jersey
$5.22M – – –
NFSG
1002
Newbridge Financial Services Group
Florida
$5.22M +$344K +1,079 +7%
BCA
1003
Bray Capital Advisors
Florida
$5.21M -$798K -2,500 -14%
DBG
1004
De Burlo Group
Massachusetts
$5.2M -$191K -600 -4%
BDL
1005
Bey-Douglas LLC
Georgia
$5.19M -$21.4K -67 -0.4%
SF
1006
Symphony Financial
Texas
$5.18M +$280K +878 +6%
GIC
1007
Generali Investments CEE
Czech Republic
$5.16M +$4.92M +15,424 New
ATPW
1008
Ashton Thomas Private Wealth
Arizona
$5.15M -$54.3K -170 -1%
LGF
1009
LGT Group Foundation
Liechtenstein
$5.14M -$347K -1,086 -7%
GRP
1010
Global Retirement Partners
California
$5.14M +$428K +1,341 +10%
SC
1011
Savant Capital
Illinois
$5.12M -$23K -72 -0.5%
SC
1012
Sepio Capital
Utah
$5.11M -$163K -511 -3%
LS
1013
Livforsakringsbolaget Skandia
Sweden
$5.09M -$1.56M -4,900 -24%
PHK
1014
Point72 Hong Kong
Hong Kong
$5.09M +$4.86M +15,221 New
AFA
1015
Arlington Financial Advisors
California
$5.08M -$18.2K -57 -0.4%
NIM
1016
Nicollet Investment Management
Minnesota
$5.07M -$22.3K -70 -0.5%
CCP
1017
Clarity Capital Partners
California
$5.06M +$21.7K +68 +0.5%
IRAG
1018
Investment Research & Advisory Group
Georgia
$5.03M -$41.5K -130 -0.9%
PIM
1019
Progressive Investment Management
Oregon
$5.02M -$39.3K -123 -0.8%
WAOTB
1020
Wealth Advisors of Tampa Bay
Florida
$5.02M -$974K -3,053 -17%
TW
1021
TritonPoint Wealth
Maryland
$5M +$125K +392 +3%
TCOT
1022
Trust Company of Toledo
Ohio
$5M +$118K +370 +3%
AFG
1023
Atomi Financial Group
New York
$4.98M +$921K +2,885 +24%
PCM
1024
Penserra Capital Management
California
$4.96M +$1.92M +6,024 +68%
HAS
1025
HBW Advisory Services
California
$4.94M -$447K -1,402 -9%
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