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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
2226
Napatree Capital
Rhode Island
$508K +$118K +369 +32%
IP
2227
Ignite Planners
California
$507K +$80.1K +251 +20%
CCM
2228
Consolidated Capital Management
California
$506K +$65.7K +206 +16%
SIM
2229
SSI Investment Management
California
$506K – – –
IIC
2230
Integrated Investment Consultants
Michigan
$505K +$16.6K +52 +4%
SFPG
2231
Stonebridge Financial Planning Group
Florida
$505K +$28.4K +89 +6%
KFGK
2232
Keystone Financial Group (Kentucky)
Kentucky
$503K +$1.6K +5 +0.3%
AI
2233
Atom Investors
Texas
$501K -$3.73M -11,679 -89%
AAP
2234
Aristotle Atlantic Partners
Florida
$501K – – –
HA
2235
Harbor Advisors
Florida
$501K – – –
MPCA
2236
Madison Park Capital Advisors
Washington
$501K – – –
PFG
2237
PAX Financial Group
Texas
$501K +$478K +1,499 New
FWI
2238
Facet Wealth Inc
Maryland
$501K -$467K -1,464 -49%
RIS
2239
Retirement Income Solutions
Michigan
$500K – – –
TCG
2240
Transcendent Capital Group
Oklahoma
$500K +$401K +1,257 +526%
WOC
2241
West Oak Capital
California
$500K – – –
MFG
2242
Mainsail Financial Group
Washington
$499K +$477K +1,494 New
WA
2243
Waddell & Associates
Tennessee
$497K -$6.06K -19 -1%
VCM
2244
Versant Capital Management
Arizona
$496K +$141K +441 +42%
GWM
2245
Gibbs Wealth Management
Georgia
$496K +$138K +433 +41%
NCM
2246
Next Capital Management
New York
$495K +$141K +443 +43%
VC
2247
Veery Capital
Delaware
$493K +$20.4K +64 +5%
HAM
2248
Hickory Asset Management
Ohio
$492K +$470K +1,472 New
AW
2249
Alteri Wealth
California
$491K +$469K +1,469 New
TSWM
2250
Tyler-Stone Wealth Management
Ohio
$490K -$17.6K -55 -4%
88 89
90
91 92