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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
TWD
2601
True Wealth Design
Ohio
$4.37K +$1.07K +4 +31%
WOSD
2602
WFA of San Diego
California
$4.37K +$4.55K +17 New
CA
2603
Centerpoint Advisors
Massachusetts
$4K – – –
FIA
2604
FPC Investment Advisory
California
$3.77K – – –
LAM
2605
Lummis Asset Management
Texas
$3.6K – – –
WCM
2606
Westend Capital Management
California
$3.59K -$7.22K -27 -66%
DWA
2607
Delos Wealth Advisors
Texas
$3.34K – – –
SWM
2608
Sanctuary Wealth Management
Idaho
$3.34K +$1.87K +7 +117%
SL
2609
Salomon & Ludwin
Virginia
$3.08K -$14.2K -53 -82%
ACM
2610
Anfield Capital Management
California
$3.08K -$3.48K -13 -52%
KFP
2611
Keener Financial Planning
Texas
$3K – – –
PCA
2612
Providence Capital Advisors
North Carolina
$2.83K – – –
RDFA
2613
Ritter Daniher Financial Advisory
Ohio
$2.57K -$803 -3 -23%
CC
2614
Cypress Capital
Tennessee
$2.57K +$2.68K +10 New
TCM
2615
TD Capital Management
Tennessee
$2.32K – – –
TLCM
2616
Twin Lakes Capital Management
California
$2.06K – – –
MFS
2617
Mattson Financial Services
Michigan
$2.06K +$2.14K +8 New
MFG
2618
Mendota Financial Group
Wisconsin
$1.8K – – –
DF
2619
DecisionPoint Financial
Arizona
$1.55K – – –
TFA
2620
Toth Financial Advisory
Virginia
$1.54K +$1.61K +6 New
PCM
2621
Perritt Capital Management
Illinois
$1.29K – – –
TJHA
2622
Thomas J. Herzfeld Advisors
Florida
$1.29K +$1.34K +5 New
NMG
2623
New Millennium Group
Utah
$1.08K -$1.72M -6,413 -100%
SA
2624
Scarborough Advisors
Maryland
$771 -$1.87K -7 -70%
IA
2625
IFS Advisors
Kansas
$771 – – –