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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
AI
2501
Arvest Investments
Arkansas
$210K -$7.21K -25 -3%
VWM
2502
Vigilare Wealth Management
Arizona
$209K -$418K -1,450 -68%
NCM
2503
NCM Capital Management
New Jersey
$209K +$201K +695 New
JBA
2504
Johnson Bixby & Associates
Washington
$209K +$200K +694 New
GCP
2505
Gill Capital Partners
Colorado
$208K – – –
RIM
2506
Rockbridge Investment Management
New York
$208K – – –
SFP
2507
Sandbox Financial Partners
Maryland
$208K +$199K +691 New
DBRC
2508
D.B. Root & Company
Pennsylvania
$208K -$165K -573 -45%
NCTC
2509
New Covenant Trust Company
Indiana
$208K +$199K +689 New
Associated Banc-Corp
2510
Associated Banc-Corp
Wisconsin
$207K +$198K +687 New
MWM
2511
Marion Wealth Management
Pennsylvania
$207K +$198K +686 New
RWM
2512
RBA Wealth Management
California
$207K +$198K +686 New
W
2513
WealthCollab
Washington
$206K -$14.1K -49 -7%
TFG
2514
Taylor Financial Group
Virginia
$206K +$198K +685 New
CWM
2515
Cherrydale Wealth Management
New Jersey
$206K +$197K +684 New
MCM
2516
Monarch Capital Management
Indiana
$206K +$197K +683 New
TCG
2517
Transcendent Capital Group
Oklahoma
$206K -$558K -1,934 -74%
SHF
2518
Stage Harbor Financial
Massachusetts
$205K +$197K +682 New
WCG
2519
Weaver Consulting Group
California
$205K +$196K +681 New
WH
2520
Willner & Heller
California
$205K +$196K +681 New
UAML
2521
US Asset Management LLC
Pennsylvania
$205K +$196K +681 New
AF
2522
Affiance Financial
Minnesota
$204K +$195K +677 New
D
2523
Diversified
Delaware
$204K +$195K +676 New
RA
2524
Riverstone Advisors
Texas
$204K +$195K +676 New
SPC
2525
Stewart & Patten Company
California
$203K -$28.9K -100 -13%