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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1451
Symphony Financial
Texas
$926K +$566K +2,015 +125%
YIA
1452
YHB Investment Advisors
Connecticut
$924K +$76.7K +273 +8%
SWA
1453
Stratos Wealth Advisors
Ohio
$921K +$9.27K +33 +0.9%
LWP
1454
Lumature Wealth Partners
Georgia
$921K +$29.2K +104 +3%
BPCA
1455
Bank Pictet & Cie (Asia)
Singapore
$921K +$354K +1,260 +53%
MCCP
1456
Mission Creek Capital Partners
California
$920K +$37.9K +135 +4%
SFS
1457
Stiles Financial Services
Minnesota
$920K +$1.02M +3,621 New
MTC
1458
McDaniel Terry & Co
Texas
$919K +$162K +577 +19%
C
1459
Certuity
Florida
$918K -$988K -3,516 -49%
FCM
1460
Fortis Capital Management
Washington
$915K -$1.98M -7,047 -66%
CPC
1461
Congress Park Capital
New York
$915K +$28.1K +100 +3%
SIA
1462
SkyView Investment Advisors
New Jersey
$915K +$310K +1,105 +36%
TIA
1463
Trust Investment Advisors
Indiana
$914K -$89.1K -317 -8%
AII
1464
AGF Investments Inc
Ontario, Canada
$912K -$1.19M -4,249 -54%
PTP
1465
Platform Technology Partners
New York
$908K +$53.1K +189 +6%
JCM
1466
Jacobi Capital Management
Pennsylvania
$906K +$80.1K +285 +9%
RWP
1467
Ridgecrest Wealth Partners
California
$902K +$997K +3,549 New
DI
1468
Diligent Investors
California
$901K -$150K -535 -13%
AWA
1469
Aaron Wealth Advisors
Illinois
$900K +$139K +493 +16%
JE
1470
JMAC Enterprises
Pennsylvania
$893K +$1.16M +4,127 New
RCA
1471
Roberts Capital Advisors
Colorado
$889K +$983K +3,497 New
GLA
1472
Great Lakes Advisors
Illinois
$886K -$1.41K -5 -0.1%
MSAM
1473
Moloney Securities Asset Management
Missouri
$885K -$967K -3,441 -50%
GFG
1474
Greystone Financial Group
Michigan
$885K +$84.9K +302 +9%
GTAM
1475
Global Trust Asset Management
Florida
$881K +$108K +384 +12%
57 58
59
60 61