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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
1676
Waterloo Capital
Texas
$1.33M +$641K +2,009 +102%
FCM
1677
Fire Capital Management
California
$1.33M +$1.27M +3,966 New
DW30
1678
Drucker Wealth 3.0
New Jersey
$1.32M +$65.4K +205 +5%
GWS
1679
Greykasell Wealth Strategies
California
$1.32M +$1.26M +3,958 New
ARMT
1680
Amica Retiree Medical Trust
Rhode Island
$1.32M -$110K -346 -8%
MCA
1681
Magnolia Capital Advisors
Mississippi
$1.32M +$494K +1,549 +64%
PWM
1682
Palumbo Wealth Management
New York
$1.32M +$84.9K +266 +7%
AWM
1683
Aprio Wealth Management
Georgia
$1.32M +$331K +1,038 +36%
AC
1684
AlphaCore Capital
California
$1.32M -$785K -2,459 -38%
VA
1685
Valmark Advisers
Ohio
$1.32M +$288K +902 +30%
BCM
1686
BluePath Capital Management
Georgia
$1.31M +$151K +474 +13%
SWK
1687
Stephen W. Kidder
$1.31M +$1.25M +3,928 New
BIP
1688
Blueprint Investment Partners
North Carolina
$1.31M +$327K +1,026 +35%
MAM
1689
Milestone Asset Management
Pennsylvania
$1.31M +$226K +708 +22%
FMLI
1690
Fukoku Mutual Life Insurance
Japan
$1.31M -$479K -1,500 -28%
VEA
1691
Virtus ETF Advisers
New York
$1.31M +$1.25M +3,913 New
MCP
1692
Mirador Capital Partners
California
$1.31M +$154K +481 +14%
EP
1693
Essential Planning
New Hampshire
$1.31M +$1.31M +4,106 New
BL
1694
BFSG LLC
California
$1.3M -$48.5K -152 -4%
MFS
1695
Monetta Financial Services
Illinois
$1.3M – – –
BI
1696
Bradyco Inc
Massachusetts
$1.3M +$1.24M +3,894 New
NDSI
1697
Newman Dignan & Sheerar Inc
Rhode Island
$1.3M -$11.2K -35 -0.9%
RBC
1698
Romano Brothers & Co
Illinois
$1.3M -$4.15K -13 -0.3%
SS
1699
Sunbelt Securities
Texas
$1.3M -$224K -701 -15%
CA
1700
Continuum Advisory
Idaho
$1.29M +$62.6K +196 +5%
66 67
68
69 70