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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1351
Professional Planning
California
$1.05M +$27.9K +110 +3%
CIM
1352
CIM Investment Management
Pennsylvania
$1.05M -$8.13K -32 -0.8%
HCM
1353
Highlander Capital Management
New Jersey
$1.05M +$1.78K +7 +0.2%
CCT
1354
Chemung Canal Trust
New York
$1.04M -$55.1K -217 -5%
BWM
1355
Buckley Wealth Management
Nevada
$1.03M -$54.6K -215 -5%
CP
1356
Camelot Portfolios
Ohio
$1.03M -$94K -370 -9%
IDBONY
1357
Israel Discount Bank of New York
New York
$1.03M +$961K +3,785 New
AF
1358
Allworth Financial
California
$1.03M +$270K +1,063 +39%
MFG
1359
Merit Financial Group
Georgia
$1.02M +$13.7K +54 +1%
EWA
1360
Encompass Wealth Advisors
Oregon
$1.02M +$9.65K +38 +1%
LJAC
1361
L.J. Altfest & Co
New York
$1.02M +$20.8K +82 +2%
CAM
1362
Concorde Asset Management
Michigan
$1.01M +$947K +3,730 New
OIA
1363
OneDigital Investment Advisors
Kansas
$1.01M -$34.8K -137 -4%
WMA
1364
Wealth Management Associates
New Jersey
$1.01M +$11.7K +46 +1%
ECG
1365
Edge Capital Group
Georgia
$1M +$201K +790 +27%
HA
1366
Harfst & Associates
Wyoming
$1M +$4.06K +16 +0.4%
TWMP
1367
Taylor Wealth Management Partners
Massachusetts
$999K +$935K +3,682 New
SEC
1368
Seven Eight Capital
New York
$998K -$3.15M -12,406 -77%
DI
1369
Diligent Investors
California
$996K – – –
LCM
1370
Landscape Capital Management
New Jersey
$996K – – –
LB
1371
Leo Brokerage
Texas
$995K +$2.54K +10 +0.3%
BWA
1372
Bordeaux Wealth Advisors
California
$994K +$15.2K +60 +2%
ACM
1373
AlphaStar Capital Management
North Carolina
$993K +$870K +3,425 New
CFD
1374
Creative Financial Designs
Indiana
$992K +$64.8K +255 +7%
GSWM
1375
Golden State Wealth Management
California
$989K -$299K -1,176 -24%
53 54
55
56 57