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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1101
Symphony Financial
Texas
$3.17M -$392K -1,360 -11%
AIP
1102
Ameritas Investment Partners
Nebraska
$3.17M -$82.8K -287 -3%
AL
1103
Aspiriant LLC
California
$3.16M -$5.48K -19 -0.2%
PHK
1104
Point72 Hong Kong
Hong Kong
$3.16M +$3.03M +10,485 New
PWCM
1105
Processus Wealth & Capital Management
Tennessee
$3.15M +$136K +470 +5%
CWP
1106
Capital Wealth Planning
Florida
$3.14M -$616K -2,134 -17%
PSB
1107
Passumpsic Savings Bank
Vermont
$3.14M +$3.01M +10,424 New
CT
1108
Coastline Trust
Rhode Island
$3.14M +$1.4M +4,837 +87%
CIC
1109
Chase Investment Counsel
Virginia
$3.11M -$11K -38 -0.4%
JWCA
1110
J.W. Cole Advisors
Florida
$3.1M +$118K +410 +4%
CGL
1111
Clarius Group LLC
Washington
$3.09M -$398K -1,381 -12%
TCPG
1112
Trivant Custom Portfolio Group
California
$3.09M -$73.9K -256 -2%
TIA
1113
Tiemann Investment Advisors
California
$3.07M – – –
DT
1114
Diversified Trust
Tennessee
$3.06M -$259K -896 -8%
SWM
1115
Sculati Wealth Management
Michigan
$3.06M +$1.44K +5 +0%
CF
1116
Centaurus Financial
California
$3.04M +$236K +817 +9%
WWM
1117
Western Wealth Management
Colorado
$3.04M +$602K +2,088 +26%
SA
1118
Strategic Advocates
Utah
$3.04M +$994K +3,446 +52%
WI
1119
Wintrust Investments
Illinois
$3.03M +$233K +809 +9%
LSPW
1120
Lake Street Private Wealth
Illinois
$3.03M -$182K -630 -6%
CFSG
1121
Community Financial Services Group
Vermont
$3.03M +$2.9M +10,055 New
BCM
1122
Boltwood Capital Management
California
$3.02M -$88.6K -307 -3%
ACM
1123
Advent Capital Management
New York
$3.01M – – –
WHGC
1124
Wealth High Governance Capital
Brazil
$3.01M +$2.89M +10,000 New
CI
1125
Cigna Investments
Connecticut
$3.01M -$48.8K -169 -2%
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