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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWI
1051
Conscious Wealth Investments
Florida
$2.86M +$13.8K +54 +0.5%
CHP
1052
Cable Hill Partners
Oregon
$2.84M -$9.73K -38 -0.4%
SCP
1053
Stamos Capital Partners
California
$2.84M +$269K +1,050 +11%
MNBTD
1054
Moody National Bank Trust Division
Texas
$2.83M +$90.2K +352 +4%
EWM
1055
Executive Wealth Management
Michigan
$2.83M -$34.8K -136 -1%
GI
1056
GAMMA Investing
California
$2.83M +$843K +3,292 +47%
DAS
1057
Diversify Advisory Services
Utah
$2.82M -$1.19M -4,653 -32%
MCM
1058
MV Capital Management
Maryland
$2.81M +$438K +1,709 +20%
DIM
1059
Delta Investment Management
California
$2.8M -$31.3K -122 -1%
SWM
1060
Sculati Wealth Management
Michigan
$2.8M +$2.82K +11 +0.1%
1WA
1061
180 Wealth Advisors
Washington
$2.77M -$1.28K -5 -0%
HG
1062
Herbst Group
Connecticut
$2.77M +$128K +500 +5%
VCM
1063
Verde Capital Management
Michigan
$2.76M +$29.5K +115 +1%
WA
1064
Waverly Advisors
Alabama
$2.75M -$204K -796 -7%
ACM
1065
Advisors Capital Management
New Jersey
$2.73M +$59.9K +234 +2%
BWM
1066
BigSur Wealth Management
Florida
$2.73M +$5.12K +20 +0.2%
IAS
1067
Insigneo Advisory Services
Florida
$2.73M -$480K -1,874 -16%
CW
1068
CreativeOne Wealth
Kansas
$2.72M +$682K +2,664 +37%
PWCM
1069
Processus Wealth & Capital Management
Tennessee
$2.71M -$137K -534 -5%
JWCA
1070
J.W. Cole Advisors
Florida
$2.7M -$73K -285 -3%
AIP
1071
Ameritas Investment Partners
Nebraska
$2.69M -$104K -406 -4%
AFC
1072
AFT Forsyth & Company
Florida
$2.68M -$12.8K -50 -0.5%
SI
1073
Scharf Investments
California
$2.67M +$72.5K +283 +3%
PNAA
1074
Pictet North America Advisors
Switzerland
$2.67M +$2.5M +9,748 New
ADL
1075
Asset Dedication LLC
California
$2.67M -$596K -2,327 -19%
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