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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FB
1651
First Bancorp
Maine
$452K -$24.6K -140 -5%
CCA
1652
Collaborative Capital Advisors
New York
$451K +$505K +2,871 New
FGWP
1653
Founders Grove Wealth Partners
Virginia
$451K +$506K +2,879 New
4A
1654
4Wealth Advisors
Illinois
$450K -$6.51K -37 -1%
CPC
1655
Congress Park Capital
New York
$450K -$101K -576 -17%
MQWP
1656
Morey & Quinn Wealth Partners
Nebraska
$450K -$176 -1 -0%
NB
1657
NBH Bank
Colorado
$450K +$505K +2,872 New
LAM
1658
Lewis Asset Management
California
$448K -$132K -753 -21%
AWP
1659
Abacus Wealth Partners
California
$446K -$954K -5,428 -66%
SFWA
1660
Summit Financial Wealth Advisors
Louisiana
$446K +$500K +2,846 New
MWM
1661
MOR Wealth Management
Pennsylvania
$446K +$103K +588 +26%
FMTC
1662
Farmers & Merchants Trust Company
California
$444K -$118K -670 -19%
SCI
1663
S&CO Inc
Massachusetts
$444K – – –
CC
1664
Cornerstone Capital
California
$444K -$48K -273 -9%
CWP
1665
Cyndeo Wealth Partners
Florida
$443K +$32.4K +184 +7%
TGAM
1666
TBH Global Asset Management
Tennessee
$442K +$46.1K +262 +10%
CICI
1667
Capital Investment Counsel Inc
North Carolina
$440K +$112K +635 +29%
JF
1668
JSF Financial
California
$440K +$205K +1,163 +71%
FMLI
1669
Fukoku Mutual Life Insurance
Japan
$440K – – –
PCP
1670
Proficio Capital Partners
Massachusetts
$437K +$490K +2,788 New
CFMC
1671
Curbstone Financial Management Corp
New Hampshire
$435K -$222K -1,260 -31%
1C
1672
111 Capital
France
$435K +$488K +2,775 New
PIM
1673
Penobscot Investment Management
Massachusetts
$433K -$313K -1,780 -39%
OWP
1674
ORG Wealth Partners
Texas
$433K -$703 -4 -0.1%
PCG
1675
Prosperity Consulting Group
Maryland
$432K -$95.5K -543 -16%
65 66
67
68 69