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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
1276
Essex Financial Services
Connecticut
$846K +$63.4K +285 +8%
WMA
1277
Wealth Management Associates
New Jersey
$843K +$72.4K +325 +9%
JIP
1278
Jaffetilchin Investment Partners
Florida
$841K -$155K -698 -15%
RTC
1279
Riverview Trust Company
Washington
$841K – – –
SRC
1280
Sage Rhino Capital
California
$841K +$2.89K +13 +0.3%
WPW
1281
Waldron Private Wealth
Pennsylvania
$840K +$73.9K +332 +9%
CCT
1282
Country Club Trust
Missouri
$832K +$544K +2,442 +160%
PIM
1283
Parker Investment Management
California
$829K +$295K +1,323 +51%
CFA
1284
Carroll Financial Associates
North Carolina
$829K +$381K +1,711 +78%
BC
1285
Brookfield Corp
Ontario, Canada
$822K -$806K -3,620 -48%
HCM
1286
Highlander Capital Management
New Jersey
$821K – – –
PWP
1287
Principle Wealth Partners
Connecticut
$820K +$14.5K +65 +2%
JWM
1288
Jupiter Wealth Management
Colorado
$820K +$445K +2,000 +133%
WCA
1289
Westover Capital Advisors
Delaware
$819K -$22.5K -101 -3%
IA
1290
Insight Advisors
Pennsylvania
$817K -$251K -1,127 -24%
ESB
1291
Essex Savings Bank
Connecticut
$815K +$1.11K +5 +0.1%
FFG
1292
Fortem Financial Group
California
$814K -$15.6K -70 -2%
EWA
1293
Encompass Wealth Advisors
Oregon
$809K +$393K +1,767 +90%
TP
1294
Tranquility Partners
Tennessee
$808K +$3.56K +16 +0.4%
MRCM
1295
M&R Capital Management
New Jersey
$804K +$15.6K +70 +2%
AWA
1296
Aaron Wealth Advisors
Illinois
$803K -$13.1K -59 -2%
LWA
1297
Lineweaver Wealth Advisors
Ohio
$799K +$214K +963 +34%
ACWM
1298
Adams Chetwood Wealth Management
North Carolina
$796K +$19.6K +88 +2%
LB
1299
Leo Brokerage
Texas
$793K +$66.8K +300 +9%
RMDI
1300
R.M. Davis Inc
Maine
$792K -$17.1K -77 -2%
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