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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
1126
Forum Financial Management
Illinois
$1.27M +$245K +1,389 +22%
OL
1127
Optas LLC
Texas
$1.26M +$268K +1,516 +25%
HCCM
1128
Hudson Canyon Capital Management
New York
$1.25M +$60.1K +340 +5%
RCG
1129
Regatta Capital Group
California
$1.25M +$5.83K +33 +0.4%
JCM
1130
Jacobi Capital Management
Pennsylvania
$1.25M +$347K +1,965 +35%
NCL
1131
Nishkama Capital LLC
Puerto Rico
$1.25M +$1.34M +7,573 New
OPW
1132
Oxler Private Wealth
New York
$1.25M – – –
SVCP
1133
Silicon Valley Capital Partners
California
$1.25M +$69.3K +392 +5%
NAG
1134
Northstar Advisory Group
New Jersey
$1.24M +$1.33M +7,540 New
JWBC
1135
J.W. Burns & Co
New York
$1.24M -$172K -975 -12%
FMTC
1136
Farmers & Merchants Trust Company
California
$1.23M +$115K +653 +10%
YIA
1137
YHB Investment Advisors
Connecticut
$1.23M +$214K +1,213 +20%
APP
1138
Avantax Planning Partners
Iowa
$1.23M +$388K +2,194 +42%
MIFH
1139
Migdal Insurance & Financial Holdings
Israel
$1.22M -$382K -2,163 -23%
KIP
1140
Kayak Investment Partners
California
$1.22M -$2.64M -14,959 -67%
DGAM
1141
Desjardins Global Asset Management
Quebec, Canada
$1.22M -$478K -2,708 -27%
SAM
1142
Stansberry Asset Management
Texas
$1.22M -$24.6K -139 -2%
DC
1143
Davenport & Co
Virginia
$1.21M -$3K -17 -0.2%
EAM
1144
Eagle Asset Management
Florida
$1.21M -$62.2K -352 -5%
KTC
1145
Kistler-Tiffany Companies
Pennsylvania
$1.2M +$97.5K +552 +8%
SWM
1146
Segment Wealth Management
Texas
$1.2M -$508K -2,873 -28%
BRG
1147
Bay Rivers Group
Virginia
$1.2M -$26.9K -152 -2%
PAM
1148
Paradigm Asset Management
New York
$1.2M -$194K -1,100 -13%
BSB
1149
Bangor Savings Bank
Maine
$1.19M +$20K +113 +2%
CC
1150
Clearline Capital
New York
$1.19M +$1.27M +7,200 New
44 45
46
47 48