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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1101
Symphony Financial
Texas
$1.11M +$144K +659 +18%
SP
1102
Symmetry Partners
Connecticut
$1.11M +$963K +4,400 New
BRG
1103
Bay Rivers Group
Virginia
$1.1M -$235K -1,073 -20%
MS
1104
Mizuho Securities
Japan
$1.1M -$933K -4,260 -49%
ABC
1105
Associated Banc-Corp
Wisconsin
$1.1M -$33.5K -153 -3%
1SB
1106
1ST Source Bank
Indiana
$1.1M +$5.47K +25 +0.6%
MA
1107
Modus Advisors
Minnesota
$1.1M +$706K +3,224 +283%
LB
1108
Legacy Bridge
Iowa
$1.1M +$32.8K +150 +4%
OL
1109
Optas LLC
Texas
$1.1M +$192K +879 +25%
PWPS
1110
Pinnacle Wealth Planning Services
Ohio
$1.09M +$73.1K +334 +8%
W
1111
WealthStone
Ohio
$1.09M -$90.8K -415 -9%
SWM
1112
Segment Wealth Management
Texas
$1.09M +$274K +1,250 +40%
CA
1113
Clearstead Advisors
Ohio
$1.09M +$220K +1,007 +30%
IAIM
1114
International Assets Investment Management
Florida
$1.09M -$544K -2,486 -36%
EPA
1115
Element Pointe Advisors
Florida
$1.09M +$12K +55 +1%
CI
1116
Cavalier Investments
Georgia
$1.08M -$551K -2,516 -37%
CAMG
1117
CWA Asset Management Group
Florida
$1.08M -$87.1K -398 -8%
SIG
1118
Sargent Investment Group
Maryland
$1.08M -$87.6K -400 -9%
AII
1119
AGF Investments Inc
Ontario, Canada
$1.08M +$31.3K +143 +3%
MFW
1120
Meristem Family Wealth
Minnesota
$1.07M – – –
ACWM
1121
Adams Chetwood Wealth Management
North Carolina
$1.07M +$4.38K +20 +0.5%
GIA
1122
Gladstone Institutional Advisory
Florida
$1.07M +$261K +1,194 +39%
FCA
1123
FLC Capital Advisors
California
$1.07M -$241K -1,100 -21%
SAG
1124
Spotlight Asset Group
Illinois
$1.06M -$40.9K -187 -4%
SP
1125
SWS Partners
Ohio
$1.06M +$101K +460 +12%
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