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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
2026
SFM LLC
New Hampshire
$692K +$8.94K +28 +1%
SFG
2027
Synergy Financial Group
California
$692K -$2.87K -9 -0.4%
SC
2028
Saiph Capital
New Jersey
$691K +$69.3K +217 +12%
SI
2029
Seeds Investor
New York
$690K +$112K +351 +20%
FA
2030
FF Advisors
California
$690K -$2.55K -8 -0.4%
AA
2031
Addison Advisors
Vermont
$688K +$1.92K +6 +0.3%
BTW
2032
Boston Trust Walden
Massachusetts
$687K +$5.42K +17 +0.8%
PWM
2033
Pines Wealth Management
North Carolina
$687K +$690K +2,162 New
BCP
2034
Blackhawk Capital Partners
Wisconsin
$686K -$109K -341 -14%
FFA
2035
Fi3 Financial Advisors
Indiana
$686K +$32.6K +102 +5%
MG
2036
McHugh Group
Ohio
$685K +$654K +2,050 New
ISWM
2037
Independent Solutions Wealth Management
New York
$685K -$28.7K -90 -4%
LA
2038
LVW Advisors
New York
$683K +$63.2K +198 +11%
ORI
2039
Oak Ridge Investments
Illinois
$683K +$652K +2,044 New
CA
2040
Capital Advantage
California
$681K +$650K +2,038 New
MWM
2041
Modern Wealth Management
Kansas
$681K +$219K +687 +51%
VCWM
2042
Vista Cima Wealth Management
Arizona
$678K +$647K +2,027 New
CA
2043
Carson Advisory
Georgia
$677K +$22.3K +70 +4%
TA
2044
TFB Advisors
Kansas
$677K +$12.1K +38 +2%
RA
2045
Riversedge Advisors
Delaware
$677K +$33.2K +104 +5%
TWP
2046
Tyche Wealth Partners
Texas
$675K -$3.19K -10 -0.5%
FWM
2047
FFT Wealth Management
Pennsylvania
$675K +$45.6K +143 +8%
DOA
2048
D'Orazio & Associates
Virginia
$673K +$14K +44 +2%
GF
2049
Gabelli Funds
New York
$670K -$112K -350 -15%
LWM
2050
Latko Wealth Management
Illinois
$670K +$957 +3 +0.2%
80 81
82
83 84