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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWI
1051
Conscious Wealth Investments
Florida
$2.76M +$2.24M +9,896 New
BWM
1052
Baystate Wealth Management
Massachusetts
$2.76M +$5.43K +24 +0.2%
KLWA
1053
Kelly Lawrence W & Associates
California
$2.76M – – –
CIC
1054
Cornercap Investment Counsel
Georgia
$2.75M +$27.6K +122 +1%
CHP
1055
Cable Hill Partners
Oregon
$2.74M -$21.5K -95 -0.9%
SAG
1056
SageView Advisory Group
California
$2.74M +$1.13M +4,990 +110%
CIC
1057
Chase Investment Counsel
Virginia
$2.73M +$8.15K +36 +0.3%
BCM
1058
Boltwood Capital Management
California
$2.72M -$4.98K -22 -0.2%
AG
1059
Ascent Group
Virginia
$2.71M +$234K +1,036 +12%
MA
1060
Mutual Advisors
Nebraska
$2.7M -$188K -829 -7%
WF
1061
Welch & Forbes
Massachusetts
$2.7M – – –
CIA
1062
Cohen Investment Advisors
New Hampshire
$2.69M +$17.9K +79 +0.8%
JHCP
1063
Jackson Hole Capital Partners
Oklahoma
$2.69M +$200K +885 +9%
TIA
1064
Tiemann Investment Advisors
California
$2.68M +$56.1K +248 +2%
GGI
1065
GPM Growth Investors
Michigan
$2.68M -$1.36K -6 -0.1%
CI
1066
Cigna Investments
Connecticut
$2.67M -$10.6K -47 -0.5%
SWM
1067
Sculati Wealth Management
Michigan
$2.67M -$6.11K -27 -0.3%
AI
1068
Atom Investors
Texas
$2.67M +$213K +942 +10%
AMCA
1069
Arthur M. Cohen & Associates
Illinois
$2.65M +$84.6K +374 +4%
DIM
1070
Delta Investment Management
California
$2.64M +$38.5K +170 +2%
HIS
1071
Horizon Investment Services
Indiana
$2.63M +$26.9K +119 +1%
ACM
1072
Advent Capital Management
New York
$2.63M +$2.26M +10,000 New
PWCM
1073
Processus Wealth & Capital Management
Tennessee
$2.63M +$2.26M +10,000 New
MUAMU
1074
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.63M – – –
TA
1075
Trivest Advisors
Hong Kong
$2.63M +$2.26M +10,000 New
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