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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
1476
Joel Isaacson & Co
New York
$1.27M +$595K +2,358 +78%
KCM
1477
KRS Capital Management
Michigan
$1.27M -$4.04K -16 -0.3%
MIA
1478
MainStreet Investment Advisors
Illinois
$1.27M +$1.09M +4,313 +413%
SCA
1479
St. Clair Advisors
Ohio
$1.27M +$18.9K +75 +1%
PMG
1480
ProVise Management Group
Florida
$1.27M +$76.7K +304 +6%
TC
1481
Trust Company
Kansas
$1.26M +$1.33M +5,287 +13,913%
CAM
1482
Carret Asset Management
New York
$1.26M +$56.7K +225 +4%
RIM
1483
Redwood Investment Management
Arizona
$1.26M +$1.34M +5,319 New
EW
1484
Elyxium Wealth
California
$1.26M -$15.1K -60 -1%
GKWIM
1485
Gerber Kawasaki Wealth & Investment Management
California
$1.26M +$307K +1,218 +30%
GXJ
1486
Global X Japan
Japan
$1.25M -$218K -864 -14%
6F
1487
626 Financial
Michigan
$1.25M -$36.1K -143 -3%
SOW
1488
State of Wyoming
Wyoming
$1.25M -$252K -998 -16%
ATS
1489
Ashton Thomas Securities
New York
$1.25M -$65.8K -261 -5%
GCM
1490
GKV Capital Management
California
$1.24M -$151K -600 -10%
FAM
1491
Fairtree Asset Management
South Africa
$1.24M +$347K +1,375 +36%
TAFW
1492
Tred Avon Family Wealth
Maryland
$1.24M +$1.32M +5,232 New
HFRG
1493
Houlihan Financial Resource Group
Virginia
$1.24M -$1.6M -6,355 -55%
RB
1494
Renasant Bank
Mississippi
$1.24M +$29.3K +116 +2%
TAI
1495
Terra Alpha Investments
District of Columbia
$1.24M +$1.32M +5,219 New
AWMT
1496
AAFMAA Wealth Management & Trust
North Carolina
$1.23M +$6.81K +27 +0.5%
PJSIMP
1497
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.23M -$84.5K -335 -6%
OPTFSNA
1498
Old Point Trust & Financial Services N A
Virginia
$1.23M +$265K +1,050 +25%
AAM
1499
Alphadyne Asset Management
New York
$1.23M +$1.1M +4,344 +527%
CPA
1500
Capital Performance Advisors
California
$1.23M +$165K +653 +14%
58 59
60
61 62