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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BTD
1226
BankPlus Trust Department
Mississippi
$2.14M +$217K +872 +12%
SAG
1227
SageView Advisory Group
California
$2.14M +$27.1K +109 +1%
SI
1228
Scharf Investments
California
$2.13M -$694K -2,792 -26%
MYAM
1229
Meiji Yasuda Asset Management
Japan
$2.13M +$116K +465 +6%
PNAA
1230
Pictet North America Advisors
Switzerland
$2.12M -$206K -830 -9%
CIM
1231
Cambria Investment Management
California
$2.11M -$462K -1,860 -19%
BAM
1232
Belpointe Asset Management
Nevada
$2.11M -$312K -1,257 -14%
PWCM
1233
Processus Wealth & Capital Management
Tennessee
$2.11M -$226K -909 -10%
HT
1234
Heritage Trust
Oklahoma
$2.1M -$45K -181 -2%
GLR
1235
Great Lakes Retirement
Ohio
$2.09M +$177K +711 +10%
CFG
1236
Cooper Financial Group
California
$2.09M +$241K +969 +14%
HCCM
1237
Hudson Canyon Capital Management
New York
$2.08M – – –
WMP
1238
Wealth Management Partners
Arizona
$2.08M -$120K -482 -6%
DL
1239
Dockside LLC
New York
$2.07M +$1.95M +7,829 New
TF
1240
Trek Financial
Arizona
$2.07M +$415K +1,669 +27%
BMCM
1241
Bryn Mawr Capital Management
Pennsylvania
$2.06M -$77.3K -311 -4%
SFP
1242
Shepherd Financial Partners
Massachusetts
$2.06M -$37.8K -152 -2%
CFFP
1243
Center for Financial Planning
Michigan
$2.06M +$100K +404 +5%
FPAS
1244
Focus Partners Advisor Solutions
Missouri
$2.05M -$1.51M -6,073 -44%
HWMO
1245
Heritage Wealth Management (Ohio)
Ohio
$2.05M +$141K +569 +8%
M
1246
MATAURO
New York
$2.05M +$1.92M +7,735 New
GH
1247
GAM Holding
Switzerland
$2.05M +$41K +165 +2%
SFM
1248
Signet Financial Management
New Jersey
$2.05M -$33.1K -133 -2%
UW
1249
Unique Wealth
Florida
$2.03M -$614K -2,472 -24%
SDIC
1250
South Dakota Investment Council
South Dakota
$2.02M -$124K -500 -6%
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