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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1151
Segment Wealth Management
Texas
$2.45M -$60.3K -239 -2%
AWM
1152
Axxcess Wealth Management
California
$2.44M -$199K -791 -7%
AFC
1153
AFT Forsyth & Company
Florida
$2.43M +$37.8K +150 +1%
SA
1154
Strategic Advisors
New York
$2.42M +$89K +353 +4%
CCIA
1155
Campbell & Co Investment Adviser
Maryland
$2.42M -$979K -3,880 -28%
FCM
1156
Fieldview Capital Management
Michigan
$2.41M +$2.57M +10,188 New
KWA
1157
Kingswood Wealth Advisors
California
$2.41M -$27K -107 -1%
UW
1158
Unique Wealth
Florida
$2.41M -$37.3K -148 -1%
AF
1159
Atala Financial
California
$2.4M +$578K +2,292 +29%
DGM
1160
Delta Global Management
New York
$2.4M -$20.8M -82,377 -89%
MTIC
1161
Missouri Trust & Investment Company
Missouri
$2.4M +$104K +412 +4%
V
1162
VeraBank
Texas
$2.39M -$82.7K -328 -3%
BL
1163
BFSG LLC
California
$2.38M +$2.44M +9,684 +2,675%
JFG
1164
Jefferies Financial Group
New York
$2.38M +$1.29M +5,111 +104%
SWM
1165
Sculati Wealth Management
Michigan
$2.37M -$504 -2 -0%
NFG
1166
Nations Financial Group
Iowa
$2.37M -$742K -2,944 -23%
LFA
1167
Legacy Financial Advisors
Kentucky
$2.36M +$430K +1,703 +21%
PPWP
1168
Premier Path Wealth Partners
New Jersey
$2.36M -$22.4K -89 -0.9%
TPCW
1169
TD Private Client Wealth
New York
$2.36M -$3.72M -14,738 -60%
MFS
1170
Mirabella Financial Services
United Kingdom
$2.35M -$555K -2,201 -18%
MAM
1171
Milestone Asset Management
Pennsylvania
$2.35M +$1.84M +7,312 +282%
CBA
1172
Coastal Bridge Advisors
Connecticut
$2.34M -$14.6K -58 -0.6%
SAM
1173
Smartleaf Asset Management
Massachusetts
$2.34M +$473K +1,877 +24%
MGIA
1174
Moneta Group Investment Advisors
Missouri
$2.34M -$47.9K -190 -2%
CIM
1175
Cambria Investment Management
California
$2.33M +$2.13M +8,464 +614%
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