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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
PTCG
2476
Pring Turner Capital Group
California
$217K +$208K +722 New
MC
2477
Marest Capital
California
$217K +$208K +722 New
ACA
2478
Affinity Capital Advisors
California
$217K -$26.3K -91 -11%
HFP
2479
Holistic Financial Partners
Indiana
$217K -$28.9K -100 -12%
RMC
2480
Regis Management Company
California
$216K +$207K +716 New
M1FG
2481
Mach-1 Financial Group
Arkansas
$216K +$207K +716 New
HR
2482
Howe & Rusling
New York
$216K +$207K +716 New
HI
2483
Humankind Investments
New York
$215K -$43.3K -150 -17%
MHWM
2484
Montz Harcus Wealth Management
Louisiana
$215K +$206K +713 New
SIAG
2485
Safeguard Investment Advisory Group
California
$214K +$205K +709 New
FMN
2486
Financial Management Network
California
$213K +$209K +725 New
SFG
2487
Sather Financial Group
Texas
$213K +$204K +708 New
GWM
2488
GSB Wealth Management
Connecticut
$213K +$204K +708 New
AIM
2489
Athena Investment Management
California
$212K +$203K +705 New
Journey Strategic Wealth
2490
Journey Strategic Wealth
New Jersey
$212K +$203K +705 New
FSC
2491
Full Sail Capital
Oklahoma
$212K +$203K +704 New
AR
2492
Apeiron RIA
Texas
$211K -$88.3K -306 -30%
TWA
2493
Talisman Wealth Advisors
New Jersey
$211K +$203K +702 New
BCM
2494
Blume Capital Management
California
$211K – – –
UID
2495
Union Investments & Development
Israel
$211K – – –
JMG Financial Group
2496
JMG Financial Group
Illinois
$211K +$202K +700 New
SICM
2497
Sustainable Insight Capital Management
New York
$211K -$57.7K -200 -22%
AWM
2498
Alterna Wealth Management
Texas
$210K +$201K +698 New
HWM
2499
Hemington Wealth Management
Virginia
$210K +$201K +696 New
RW
2500
REDW Wealth
New Mexico
$210K +$201K +697 New