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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
2476
Prestige Wealth Management Group
New Jersey
$80K -$1.79K -7 -2%
DAM
2477
Delta Asset Management
Tennessee
$79.9K – – –
CSC
2478
Caldwell Sutter Capital
California
$78.8K -$45.6K -178 -38%
RWM
2479
Reston Wealth Management
Virginia
$77.7K +$72.7K +284 New
NCM
2480
Northwest Capital Management
Oregon
$77.5K – – –
CAM
2481
Creekmur Asset Management
Illinois
$74.7K +$8.2K +32 +13%
ME
2482
McIlrath & Eck
Washington
$74.5K +$2.31K +9 +3%
LOIP
2483
Live Oak Investment Partners
Texas
$73.9K – – –
AWM
2484
Activest Wealth Management
Florida
$73.6K -$128K -499 -65%
AAG
2485
Armstrong Advisory Group
Massachusetts
$72.9K -$23.1K -90 -25%
OA
2486
Operose Advisors
Wisconsin
$71.7K +$7.94K +31 +13%
TVWM
2487
Tower View Wealth Management
Wisconsin
$71.4K +$256 +1 +0.4%
GIA
2488
GHP Investment Advisors
Colorado
$70.9K +$13.6K +53 +26%
PGAM
2489
Princeton Global Asset Management
New Jersey
$70.1K +$64.8K +253 +8,433%
IHWM
2490
Iron Horse Wealth Management
Iowa
$68.9K +$4.35K +17 +7%
VIA
2491
Virtus Investment Advisers
Connecticut
$67.9K – – –
TCG
2492
Transcendent Capital Group
Oklahoma
$65.4K -$29.5K -115 -32%
PCWA
2493
Pacific Capital Wealth Advisors
California
$65.1K +$24.6K +96 +68%
HFM
2494
Hartford Financial Management
Connecticut
$64.3K – – –
PCFFS
2495
Pacific Center for Financial Services
California
$63.1K – – –
EFMH
2496
E Fund Management (HK)
Hong Kong
$63K +$58.7K +229 New
FP
2497
Financial Perspectives
Minnesota
$61K – – –
CFS
2498
CGC Financial Services
Oregon
$61K – – –
DSM Capital Partners
2499
DSM Capital Partners
Florida
$60.2K -$20.2K -79 -26%
TAM
2500
Tucker Asset Management
Colorado
$59.7K -$4.87K -19 -8%