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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
IB
1151
Intrust Bank
Kansas
$1.53M +$1.3K +6 +0.1%
PCM
1152
Prana Capital Management
Connecticut
$1.53M -$137K -633 -8%
PIM
1153
Penobscot Investment Management
Massachusetts
$1.53M +$148K +685 +10%
FAIM
1154
Financial Advocates Investment Management
Washington
$1.53M -$26.4K -122 -2%
PFM
1155
Patton Fund Management
Texas
$1.52M -$1.09M -5,058 -40%
SAM
1156
Steinberg Asset Management
New York
$1.52M – – –
CCP
1157
Cunning Capital Partners
North Carolina
$1.52M +$1.62M +7,475 New
RB
1158
Renasant Bank
Mississippi
$1.52M +$653K +3,020 +68%
BRG
1159
Bay Rivers Group
Virginia
$1.51M +$51.6K +239 +3%
AWP
1160
Ascent Wealth Partners
New York
$1.51M +$432 +2 +0%
ANTB
1161
AMG National Trust Bank
Colorado
$1.51M +$540K +2,500 +51%
ACP
1162
Aviance Capital Partners
Florida
$1.5M -$220K -1,018 -12%
MRCM
1163
M&R Capital Management
New Jersey
$1.5M +$195K +901 +14%
SM
1164
Sciencast Management
New Jersey
$1.5M +$415K +1,920 +35%
SVWAG
1165
Sound View Wealth Advisors Group
Georgia
$1.5M +$1.51K +7 +0.1%
TFA
1166
Teamwork Financial Advisors
Texas
$1.5M +$1.6M +7,396 New
CCM
1167
Chickasaw Capital Management
Tennessee
$1.5M – – –
CFFP
1168
Center for Financial Planning
Michigan
$1.49M +$5.83K +27 +0.4%
WGCA
1169
Wolf Group Capital Advisors
Virginia
$1.48M -$46.5K -215 -3%
FWA
1170
FOCUS Wealth Advisors
Texas
$1.48M -$1.3K -6 -0.1%
JDR
1171
Jay D. Rosenbaum
$1.48M -$9.72K -45 -0.6%
AFG
1172
Albion Financial Group
Utah
$1.47M +$333K +1,540 +27%
CFA
1173
Camarda Financial Advisors
Florida
$1.47M +$146K +674 +10%
AP
1174
Americana Partners
Texas
$1.46M +$817K +3,782 +105%
PWM
1175
Pinnacle Wealth Management
California
$1.46M +$1.56M +7,209 New
45 46
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48 49