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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1176
Segment Wealth Management
Texas
$407K -$11.3K -72 -3%
WMC
1177
Westwood Management Corporation
Illinois
$407K +$392K +2,500 New
CFG
1178
Citizens Financial Group
Rhode Island
$406K +$331K +2,114 +558%
CDH
1179
Charles D. Hyman
$405K +$1.88K +12 +0.5%
RMDI
1180
R.M. Davis Inc
Maine
$404K +$41.5K +265 +12%
WI
1181
WrapManager Inc
California
$404K +$390K +2,487 New
XF
1182
XML Financial
Maryland
$401K +$386K +2,464 New
MIC
1183
Meridian Investment Counsel
California
$399K +$40.1K +256 +12%
OAM
1184
Occidental Asset Management
California
$396K -$442K -2,822 -54%
OPS
1185
Orion Portfolio Solutions
Nebraska
$394K +$380K +2,422 New
CSA
1186
Cottage Street Advisors
Massachusetts
$391K -$366K -2,332 -49%
MAFM
1187
Mid Atlantic Financial Management
Pennsylvania
$391K +$13.3K +85 +4%
CBTWT
1188
Community Bank & Trust (Waco, Texas)
Texas
$391K +$137K +872 +57%
PA
1189
PSI Advisors
Florida
$391K +$378K +2,410 New
BBHC
1190
Brown Brothers Harriman & Co
New York
$390K +$37.5K +239 +11%
SIM
1191
SSI Investment Management
California
$389K -$1.25K -8 -0.3%
CCA
1192
Column Capital Advisors
Indiana
$388K +$374K +2,386 New
RCA
1193
Rowland Carmichael Advisors
Arizona
$386K -$2.82K -18 -0.8%
MPPLM
1194
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$379K +$11.8K +75 +3%
FNT
1195
First Nebraska Trust
Nebraska
$378K -$15.7K -100 -4%
KC
1196
Knuff & Co
California
$377K +$83.1K +530 +30%
HH
1197
Hilltop Holdings
Texas
$374K -$22.9K -146 -6%
WPW
1198
Waldron Private Wealth
Pennsylvania
$374K -$1.88K -12 -0.5%
GSBTD
1199
Glenview State Bank Trust Department
Illinois
$374K – – –
HCM
1200
Harvey Capital Management
Florida
$374K – – –
46 47
48
49 50