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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
OLVIG
2501
Oliver Lagore Vanvalin Investment Group
Michigan
$26.8K -$12.9K -57 -36%
BC
2502
Belmont Capital
California
$26.6K
FFA
2503
Fairfield Financial Advisors
Massachusetts
$26.3K
TC
2504
Tacita Capital
Ontario, Canada
$26.3K
BMC
2505
Bear Mountain Capital
Washington
$26.1K +$22K +97 New
RDIA
2506
RE Dickinson Investment Advisors
Iowa
$26K -$4.07K -18 -15%
DAC
2507
Dividend Assets Capital
South Carolina
$26K
SRCM
2508
Signature Resources Capital Management
California
$25.5K +$22K +97 New
Cohen & Steers
2509
Cohen & Steers
New York
$25K
GFL
2510
Granite FO LLC
New Hampshire
$23.4K
KFS
2511
Kelly Financial Services
Massachusetts
$22.9K -$453 -2 -2%
FFA
2512
Frazier Financial Advisors
Ohio
$22.4K +$19.2K +85 New
LF
2513
Lee Financial
Texas
$21.8K +$2.26K +10 +14%
BGAI
2514
Bruce G. Allen Investments
Colorado
$21.3K +$18.3K +81 New
PO
2515
Private Ocean
California
$21.1K
FP
2516
Financial Perspectives
Minnesota
$20.3K +$453 +2 +3%
WAG
2517
Wiser Advisor Group
Arizona
$20.3K +$17.4K +77 New
DMKJ
2518
David M. Knott Jr
$20K
SWM
2519
Sugarloaf Wealth Management
Georgia
$20K
MSFP
2520
Mark Sheptoff Financial Planning
Connecticut
$19.7K
BAM
2521
Bellevue Asset Management
Washington
$18.4K
CAM
2522
Costello Asset Management
Pennsylvania
$18.2K
VAMG
2523
Voisard Asset Management Group
Michigan
$18.2K +$15.6K +69 New
LIWM
2524
Long Island Wealth Management
New York
$18K +$15.6K +69 New
FWA
2525
FSC Wealth Advisors
New York
$17.9K -$56.6K -250 -79%