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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
PP
2551
Postrock Partners
Oregon
$302K +$289K +904 New
WWS
2552
Wellington Wealth Strategies
Indiana
$302K -$449K -1,407 -61%
CFS
2553
Coordinated Financial Services
Colorado
$301K +$287K +900 New
SIAG
2554
Safeguard Investment Advisory Group
California
$300K -$12.1K -38 -4%
ERWM
2555
Elk River Wealth Management
Colorado
$300K
WSWA
2556
Warren Street Wealth Advisors
California
$300K +$10.9K +34 +4%
SPF
2557
South Plains Financial
Texas
$300K +$286K +896 New
HP
2558
Holistic Planning
Texas
$299K +$1.92K +6 +0.7%
AA
2559
Apriem Advisors
California
$299K +$285K +894 New
BSSFA
2560
Baron Silver Stevens Financial Advisors
Florida
$298K
DF
2561
Dunhill Financial
United Kingdom
$297K +$159K +498 +128%
RAS
2562
RPS Advisory Solutions
Kentucky
$297K -$4.79K -15 -2%
RF
2563
Rossby Financial
Florida
$295K +$282K +883 New
WF
2564
Whelan Financial
California
$295K +$282K +883 New
BFS
2565
Burkett Financial Services
South Carolina
$295K -$30.6K -96 -10%
SGAM
2566
Smith Group Asset Management
Texas
$294K +$281K +880 New
BWP
2567
BlueStem Wealth Partners
Minnesota
$294K +$281K +879 New
RWM
2568
Rialto Wealth Management
New York
$293K +$280K +877 New
JAG
2569
Journey Advisory Group
Kentucky
$293K
MCC
2570
Money Concepts Capital
Florida
$293K +$40.5K +127 +17%
WA
2571
Wealth Architects
California
$292K -$112K -351 -29%
SNBOSD
2572
Security National Bank of So Dak
Iowa
$292K
GGA
2573
Granite Group Advisors
Connecticut
$292K -$3.51K -11 -1%
HWM
2574
Hobbs Wealth Management
Indiana
$291K +$278K +871 New
OPA
2575
Old Port Advisors
Maine
$290K +$27.1K +85 +11%