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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
1051
Bell Bank
North Dakota
$1.84M -$74.9K -367 -4%
GI
1052
GS Investments
Minnesota
$1.84M -$8.16K -40 -0.5%
GCM
1053
Geneva Capital Management
Wisconsin
$1.83M -$75.1K -368 -4%
WI
1054
WrapManager Inc
California
$1.82M -$19.2K -94 -1%
LMKC
1055
L.M. Kohn & Company
Ohio
$1.82M +$6.12K +30 +0.3%
HCM
1056
Harvey Capital Management
Florida
$1.82M -$959K -4,700 -35%
OL
1057
Optas LLC
Texas
$1.81M -$6.74K -33 -0.4%
TW
1058
TrinityPoint Wealth
Connecticut
$1.8M -$3.27K -16 -0.2%
ACP
1059
Aviance Capital Partners
Florida
$1.78M +$442K +2,166 +35%
BHWM
1060
Bar Harbor Wealth Management
New Hampshire
$1.78M +$1.72M +8,413 New
PVH
1061
Psagot Value Holdings
Israel
$1.77M +$202K +990 +13%
BO
1062
Bank OZK
Arkansas
$1.77M -$483K -2,364 -22%
BOSSRA
1063
B.O.S.S. Retirement Advisors
Utah
$1.77M -$206K -1,009 -11%
CP
1064
Cumberland Partners
Ontario, Canada
$1.76M +$868K +4,250 +104%
CT
1065
Clearstead Trust
Maine
$1.76M -$143K -700 -7%
BCM
1066
Beck Capital Management
Texas
$1.76M +$1.7M +8,317 New
FMI
1067
F/M Investments
District of Columbia
$1.75M -$2.45K -12 -0.1%
NL
1068
Navalign LLC
California
$1.75M +$3.27K +16 +0.2%
BMCM
1069
Bryn Mawr Capital Management
Pennsylvania
$1.75M -$569K -2,787 -25%
HCCM
1070
Hudson Canyon Capital Management
New York
$1.74M -$54.7K -268 -3%
LCM
1071
Lazari Capital Management
California
$1.74M +$1.68M +8,223 New
PCM
1072
Prana Capital Management
Connecticut
$1.73M +$1.21M +5,926 +262%
IPW
1073
IronBridge Private Wealth
Texas
$1.73M +$1.67M +8,177 New
V
1074
VeraBank
Texas
$1.73M – – –
GAM
1075
Grandview Asset Management
Pennsylvania
$1.72M +$29.6K +145 +2%
41 42
43
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