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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
1326
Naviter Wealth
Arkansas
$1.56M +$167K +738 +14%
SM
1327
Sciencast Management
New Jersey
$1.56M -$334K -1,477 -20%
ACP
1328
Aviance Capital Partners
Florida
$1.56M -$338K -1,495 -20%
TPWA
1329
TRUE Private Wealth Advisors
Oregon
$1.55M -$111K -489 -8%
RCA
1330
Riverview Capital Advisers
Massachusetts
$1.55M +$12.4K +55 +0.9%
CVA
1331
Central Valley Advisors
California
$1.55M +$1.33M +5,882 New
B
1332
Birchbrook
Maine
$1.55M +$1.33M +5,875 New
WRPWM
1333
Werba Rubin Papier Wealth Management
California
$1.55M -$19.7K -87 -1%
GITFIT
1334
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.54M – – –
SCP
1335
Stamos Capital Partners
California
$1.54M -$919K -4,060 -41%
HFM
1336
Harvest Fund Management
China
$1.54M +$461K +2,035 +53%
SSI
1337
Scott & Selber Inc
Texas
$1.54M -$13.4K -59 -1%
LWA
1338
Lineweaver Wealth Advisors
Ohio
$1.53M +$602K +2,662 +84%
AP
1339
Americana Partners
Texas
$1.53M -$612K -2,703 -37%
PTP
1340
Platform Technology Partners
New York
$1.53M +$194K +859 +19%
CWP
1341
Concord Wealth Partners
Virginia
$1.53M +$623K +2,751 +90%
IIM
1342
Ironwood Investment Management
Massachusetts
$1.52M -$17K -75 -1%
TAM
1343
Trillium Asset Management
Massachusetts
$1.52M -$11.5K -51 -0.9%
CCM
1344
Cinctive Capital Management
New York
$1.52M +$502K +2,218 +62%
BDL
1345
Bey-Douglas LLC
Georgia
$1.52M +$1.3M +5,764 New
WLG
1346
Williamson Legacy Group
Indiana
$1.52M +$1.3M +5,763 New
RCG
1347
Regatta Capital Group
California
$1.52M +$29.9K +132 +2%
RCAG
1348
Rehmann Capital Advisory Group
Michigan
$1.51M +$100K +442 +8%
LCM
1349
Lazari Capital Management
California
$1.51M -$529K -2,336 -29%
VFPI
1350
Vantage Financial Partners (Illinois)
Illinois
$1.51M -$158K -700 -11%
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