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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1776
Copperwynd Financial
Arizona
$782K +$32.3K +112 +5%
SB
1777
Sunflower Bank
Texas
$775K -$10.1K -35 -1%
IA
1778
IAM Advisory
Pennsylvania
$773K +$14.7K +51 +2%
AIA
1779
Angeles Investment Advisors
California
$772K +$100K +348 +16%
GWM
1780
Greenwich Wealth Management
Connecticut
$772K +$28.6K +99 +4%
RVPG
1781
Relative Value Partners Group
$771K – – –
IC
1782
Inscription Capital
Texas
$769K +$92.3K +320 +14%
WCFA
1783
Walkner Condon Financial Advisors
Wisconsin
$768K +$13.8K +48 +2%
KFI
1784
Key Financial Inc
Pennsylvania
$767K – – –
RC
1785
Rovin Capital
Arizona
$765K +$42.4K +147 +6%
DWM
1786
Drive Wealth Management
Utah
$765K -$33.2K -115 -4%
WCM
1787
Weaver Capital Management
Georgia
$764K +$17.9K +62 +3%
JFGIW
1788
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$763K -$60K -208 -8%
AIMA
1789
Ables Iannone Moore & Associates
Georgia
$763K -$14.4K -50 -2%
GC
1790
GFG Capital
Florida
$763K -$191K -662 -21%
BB
1791
Burford Brothers
Texas
$763K +$49.6K +172 +7%
SCP
1792
Sivia Capital Partners
California
$759K -$6.06K -21 -0.8%
JCM
1793
Janney Capital Management
Pennsylvania
$759K -$135K -469 -16%
OL
1794
OneFund LLC
Florida
$759K -$18.2K -63 -2%
BW
1795
BIP Wealth
Georgia
$757K +$343K +1,188 +90%
SC
1796
Solstein Capital
California
$749K – – –
KCIC
1797
Kuhn & Co Investment Counsel
Illinois
$747K – – –
AF
1798
Apollon Financial
South Carolina
$746K -$24.5K -85 -3%
OFS
1799
OneAscent Financial Services
Alabama
$745K -$28.9K -100 -4%
TWP
1800
Tyche Wealth Partners
Texas
$744K -$24.8K -86 -3%
70 71
72
73 74