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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1001
Strategic Wealth Partners
Ohio
$3.62M -$7.08M -28,475 -68%
FAM
1002
Fairtree Asset Management
South Africa
$3.61M +$2.09M +8,395 +160%
LJHT
1003
Laurie J. Hall Trustee
$3.59M +$421K +1,695 +14%
LNB
1004
Ledyard National Bank
$3.57M -$299K -1,202 -8%
SAM
1005
Stansberry Asset Management
Texas
$3.55M +$8.45K +34 +0.3%
CIA
1006
Cohen Investment Advisors
New Hampshire
$3.55M +$114K +460 +4%
MCM
1007
MV Capital Management
Maryland
$3.55M +$51.2K +206 +2%
AA
1008
Altrafin AG
$3.54M – – –
FWM
1009
Finer Wealth Management
Massachusetts
$3.54M +$163K +655 +5%
CW
1010
CreativeOne Wealth
Kansas
$3.54M +$290K +1,168 +10%
AI
1011
AXS Investments
New York
$3.53M -$43.2K -174 -1%
FRA
1012
Frank Rimerman Advisors
California
$3.51M +$311K +1,251 +10%
GS
1013
GTS Securities
Florida
$3.5M +$2.7M +10,885 +467%
EWM
1014
EPG Wealth Management
Georgia
$3.49M +$98.9K +398 +3%
BHWM
1015
Bar Harbor Wealth Management
New Hampshire
$3.49M -$146K -588 -4%
FHC
1016
First Horizon Corporation
Tennessee
$3.47M +$70.8K +285 +2%
CNBT
1017
Canandaigua National Bank & Trust
New York
$3.46M +$274K +1,103 +9%
HAS
1018
HBW Advisory Services
California
$3.45M -$6.46K -26 -0.2%
PAS
1019
Parsonex Advisory Services
Colorado
$3.44M +$252K +1,014 +8%
KCM
1020
Kornitzer Capital Management
Kansas
$3.43M -$76.5K -308 -2%
WAP
1021
Wealthcare Advisory Partners
Pennsylvania
$3.41M +$165K +664 +5%
IWM
1022
IHT Wealth Management
Illinois
$3.4M -$90.2K -363 -3%
MCCP
1023
Mission Creek Capital Partners
California
$3.39M -$35.3K -142 -1%
AG
1024
Advocate Group
Minnesota
$3.38M +$48K +193 +2%
BRWA
1025
B. Riley Wealth Advisors
Florida
$3.38M -$61.1K -246 -2%
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