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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
2551
SJS Investment Consulting
Ohio
$154K +$84.8K +294 +135%
First Command Advisory Services
2552
First Command Advisory Services
Texas
$152K – – –
LJHT
2553
Laurie J. Hall Trustee
$152K -$10.1K -35 -6%
OIA
2554
Optimum Investment Advisors
Illinois
$151K -$1.44K -5 -1%
KIG
2555
Kessler Investment Group
Indiana
$151K – – –
AP
2556
Atwood & Palmer
Missouri
$150K +$5.48K +19 +4%
POIA
2557
Pin Oak Investment Advisors
Texas
$150K -$15.9K -55 -10%
JWA
2558
JFS Wealth Advisors
Pennsylvania
$143K +$35.2K +122 +35%
DMBA
2559
Deseret Mutual Benefit Administrators
Utah
$141K -$8.66K -30 -6%
MWM
2560
Mascoma Wealth Management
New Hampshire
$141K – – –
RS
2561
Rakuten Securities
Japan
$139K -$46.5K -161 -26%
DCBT
2562
Dakota Community Bank & Trust
North Dakota
$139K -$27.4K -95 -17%
CYG
2563
Clean Yield Group
Vermont
$139K – – –
EPW
2564
Evergreen Private Wealth
Colorado
$138K – – –
BIA
2565
Bell Investment Advisors
California
$138K +$2.02K +7 +2%
WWP
2566
WR Wealth Planners
Missouri
$136K +$131K +453 New
AWM
2567
Activest Wealth Management
Florida
$135K – – –
Emerald Mutual Fund Advisers Trust
2568
Emerald Mutual Fund Advisers Trust
Pennsylvania
$135K +$129K +447 New
FFA
2569
Frazier Financial Advisors
Ohio
$133K +$103K +356 +419%
LOIM
2570
Liberty One Investment Management
Illinois
$131K +$126K +436 New
Arax Advisory Partners
2571
Arax Advisory Partners
Colorado
$128K -$3.17K -11 -3%
CI
2572
Cordant Inc
Oregon
$127K – – –
SHIM
2573
Stone House Investment Management
Pennsylvania
$126K +$116K +402 +2,233%
FCG
2574
Financial Connections Group
California
$126K – – –
WAM
2575
WFA Asset Management
Wisconsin
$120K – – –