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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
BMM
2526
Berkshire Money Management
Massachusetts
$254K +$11.2K +36 +4%
ACP
2527
Aveo Capital Partners
Colorado
$254K -$264K -850 -48%
BFWA
2528
Benchmark Financial Wealth Advisors
Florida
$254K +$295K +947 New
BSSFA
2529
Baron Silver Stevens Financial Advisors
Florida
$254K +$17.1K +55 +6%
MC
2530
Mirabaud & Cie
Switzerland
$254K -$12.4K -40 -4%
GAMC
2531
Garner Asset Management Corp
Texas
$253K
JCM
2532
Janney Capital Management
Pennsylvania
$253K -$109K -352 -27%
LCM
2533
Lattice Capital Management
Washington
$252K
YIM
2534
Yoffe Investment Management
Pennsylvania
$251K -$311 -1 -0.1%
SWMP
2535
Signature Wealth Management Partners
New Jersey
$251K -$29.9K -96 -9%
FSC
2536
Full Sail Capital
Oklahoma
$251K +$42.3K +136 +17%
LRIA
2537
Leonard Rickey Investment Advisors
Washington
$250K -$7.15K -23 -2%
SPWM
2538
Spartan Planning & Wealth Management
North Carolina
$250K -$271K -871 -48%
Fiera Capital (Canada)
2539
Fiera Capital (Canada)
Quebec, Canada
$250K +$95.2K +306 +49%
DCM
2540
DGS Capital Management
New Jersey
$249K +$23.6K +76 +9%
MBI
2541
May Barnhard Investments
Maryland
$249K
VF
2542
Vawter Financial
Ohio
$249K +$4.67K +15 +2%
CFAM
2543
Center For Asset Management
Florida
$248K -$12.1K -39 -4%
COFSG
2544
Carbahal Olsen Financial Services Group
California
$248K +$288K +925 New
FC
2545
Forte Capital
New York
$247K +$30.8K +99 +12%
AHL
2546
Abel Hall LLC
Louisiana
$246K -$61.6K -198 -18%
KRW
2547
Kaufman Rossin Wealth
Florida
$245K +$284K +914 New
SAW
2548
Signal Advisors Wealth
Michigan
$245K -$27.7K -89 -9%
RIG
2549
RiverFront Investment Group
Virginia
$244K +$75.9K +244 +37%
MAM
2550
McLean Asset Management
Virginia
$243K -$63.5K -204 -17%