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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
1801
Essex Financial Services
Connecticut
$345K -$529K -3,009 -58%
GDP
1802
Great Diamond Partners
Maine
$344K -$1.23K -7 -0.3%
BFA
1803
Beacon Financial Advisory
Ohio
$344K -$129K -731 -25%
CA
1804
Calton & Associates
Florida
$344K -$59.3K -337 -13%
WI
1805
WrapManager Inc
California
$343K -$39.6K -225 -9%
GWS
1806
Greykasell Wealth Strategies
California
$343K -$138K -784 -26%
CFO
1807
Cambient Family Office
Michigan
$342K -$3.17K -18 -0.8%
AA
1808
Acorns Advisers
California
$342K +$78.8K +448 +26%
IWA
1809
Icon Wealth Advisors
Texas
$342K -$654K -3,722 -63%
MAG
1810
Meadowbrook Advisors Group
New Jersey
$341K -$211K -1,200 -36%
MWA
1811
MN Wealth Advisors
Kansas
$341K -$127K -724 -25%
KFAS
1812
Keating Financial Advisory Services
Kansas
$341K -$26.4K -150 -6%
APIM
1813
Agate Pass Investment Management
Washington
$340K -$621K -3,531 -62%
QWM
1814
Quadcap Wealth Management
Texas
$340K +$5.8K +33 +2%
IIM
1815
Ipswich Investment Management
Massachusetts
$340K -$34.6K -197 -8%
ZIC
1816
ZWJ Investment Counsel
Georgia
$339K +$380K +2,163 New
LCAM
1817
London & Capital Asset Management
United Kingdom
$335K -$672K -3,821 -64%
VHAM
1818
Van Hulzen Asset Management
California
$335K +$158K +901 +73%
ARC
1819
Advisor Resource Council
Texas
$334K -$21.6K -123 -6%
NLA
1820
Northern Lights Advisors
Washington
$334K +$5.1K +29 +1%
CCMG
1821
Clark Capital Management Group
Pennsylvania
$334K -$3.66M -20,802 -91%
BOPW
1822
Brandywine Oak Private Wealth
Pennsylvania
$334K +$29.9K +170 +9%
CIG
1823
Cascade Investment Group
Colorado
$334K -$268K -1,522 -42%
MCP
1824
Mirador Capital Partners
California
$334K -$84.8K -482 -18%
OFS
1825
OneAscent Financial Services
Alabama
$333K -$103K -588 -22%
71 72
73
74 75