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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HNWAG
1326
High Net Worth Advisory Group
Florida
$672K -$1.7K -10 -0.2%
CFD
1327
Creative Financial Designs
Indiana
$672K +$78.7K +464 +11%
CBTWT
1328
Community Bank & Trust (Waco, Texas)
Texas
$670K -$61K -360 -7%
GKWIM
1329
Gerber Kawasaki Wealth & Investment Management
California
$668K +$47.6K +281 +6%
RWB
1330
RMR Wealth Builders
New Jersey
$667K +$4.41K +26 +0.6%
BDFN
1331
Bond & Devick Financial Network
Minnesota
$666K -$78.8K -465 -9%
MA
1332
MUFG Americas
New York
$664K +$68.8K +406 +10%
CCM
1333
Compton Capital Management
Rhode Island
$660K -$50.9K -300 -6%
ACI
1334
Alpha Cubed Investments
California
$656K -$1.39M -8,185 -64%
IDBONY
1335
Israel Discount Bank of New York
New York
$654K +$72.2K +426 +10%
CT
1336
Chicago Trust
Illinois
$651K +$10.2K +60 +1%
DWM
1337
Dakota Wealth Management
Florida
$650K +$3.9K +23 +0.5%
SC
1338
Saturna Capital
Washington
$648K +$11.9K +70 +2%
CG
1339
Corundum Group
Colorado
$648K +$32.4K +191 +4%
FAIM
1340
Financial Advocates Investment Management
Washington
$647K -$282K -1,663 -27%
FANJ
1341
Financial Architects (New Jersey)
New Jersey
$646K +$762K +4,491 New
DP
1342
Denver PWM
Colorado
$645K – – –
PM
1343
Parametrica Management
Hong Kong
$643K +$757K +4,465 New
FIA
1344
Foundations Investment Advisors
Arizona
$639K +$753K +4,440 New
GFP
1345
Gryphon Financial Partners
Ohio
$637K -$61K -360 -8%
SB
1346
Strategic Blueprint
Georgia
$632K -$39.8K -235 -5%
CA
1347
Claro Advisors
Massachusetts
$629K – – –
FCM
1348
Fortis Capital Management
Washington
$629K +$29K +171 +4%
WPWM
1349
Western Pacific Wealth Management
Illinois
$624K +$59.7K +352 +9%
MAM
1350
Martingale Asset Management
Massachusetts
$621K -$1.47M -8,649 -67%
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