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Salesforce

CRM

Market cap $168B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1051	ATFA 1051 All Terrain Financial Advisors Coon Rapids, Minnesota	$396K	–	–	–
1052	FCA 1052 FLC Capital Advisors Palm Desert, California	$395K	+$49K	+316	+14%
1053	TFGT 1053 TS Financial Group (TSFG) Lake Forest, Illinois	$389K	+$380K	+2,454	New
1054	PL 1054 Plancorp LLC Saint Louis, Missouri	$388K	-$109K	-702	-22%
1055	AIA 1055 Avalon Investment & Advisory Houston, Texas	$388K	+$380K	+2,450	New
1056	SIM 1056 SSI Investment Management Los Angeles, California	$386K	+$375K	+2,422	New
1057	MFG 1057 Magnus Financial Group New York	$385K	-$69.9K	-451	-16%
1058	KMWM 1058 Keudell/Morrison Wealth Management Salem, Oregon	$385K	+$377K	+2,433	New
1059	FNT 1059 First Nebraska Trust Lincoln, Nebraska	$384K	+$376K	+2,425	New
1060	SG 1060 StoneX Group New York	$384K	-$34.9K	-225	-8%
1061	LFAS 1061 Level Four Advisory Services Dallas, Texas	$383K	-$64.6K	-417	-15%
1062	HT 1062 Heritage Trust Oklahoma City, Oklahoma	$383K	+$31K	+200	+9%
1063	HCM 1063 Highlander Capital Management Short Hills, New Jersey	$380K	-$31K	-200	-8%
1064	QCG 1064 Quadrant Capital Group Cincinnati, Ohio	$369K	+$94.7K	+611	+34%
1065	AC 1065 Abbrea Capital Greenbrae, California	$368K	+$13.2K	+85	+4%
1066	GC 1066 Grace Capital Quincy, Massachusetts	$368K	+$360K	+2,321	New
1067	LHC 1067 Little House Capital Braintree, Massachusetts	$367K	+$103K	+664	+40%
1068	QCIG 1068 Quad-Cities Investment Group Davenport, Iowa	$366K	–	–	–
1069	RC 1069 Roundview Capital Princeton, New Jersey	$365K	+$357K	+2,306	New
1070	MA 1070 Mutual Advisors Omaha, Nebraska	$363K	+$10.4K	+67	+3%
1071	AFNAS 1071 American Financial Network Advisory Services Calabasas, California	$360K	-$467K	-3,010	-56%
1072	HTHT 1072 Hemenway Trust Hemenway Trust Salem, New Hampshire	$360K	+$15.5K	+100	+5%
1073	LOAMS 1073 Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$359K	–	–	–
1074	HPWM 1074 Highland Private Wealth Management Bellevue, Washington	$359K	+$22K	+142	+7%
1075	DDC 1075 DF Dent & Co Baltimore, Maryland	$356K	–	–	–

Salesforce CRM Market cap $168B

Salesforce

CRM

Market cap $168B