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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
SWIM
2601
Smallwood Wealth Investment Management
New Jersey
$80.2K -$7.31K -29 -8%
Sumitomo Mitsui Financial Group
2602
Sumitomo Mitsui Financial Group
Japan
$79.2K +$81.5K +323 New
EPAM
2603
Evelyn Partners Asset Management
$78.7K +$4.79K +19 +6%
Estabrook Capital Management
2604
Estabrook Capital Management
New York
$78.4K – – –
FP
2605
Financial Perspectives
Minnesota
$77.6K – – –
LFASL
2606
Lugano Financial Advisors SA (LFA)
Switzerland
$77.3K -$1.01K -4 -1%
HFS
2607
Horizon Financial Services
North Carolina
$75.8K +$5.04K +20 +7%
Physician Wealth Advisors
2608
Physician Wealth Advisors
Utah
$75.4K -$10.1K -40 -11%
Armstrong Advisory Group
2609
Armstrong Advisory Group
Massachusetts
$74.7K -$1.01K -4 -1%
MLA
2610
MB, Levis & Associates
Pennsylvania
$73.7K – – –
RTL
2611
Red Tortoise LLC
Georgia
$73.4K -$3.03K -12 -4%
BGAI
2612
Bruce G. Allen Investments
Colorado
$70.9K -$15.6K -62 -17%
FIM
2613
FWL Investment Management
Texas
$70.6K -$20.7K -82 -22%
Financial Consulate
2614
Financial Consulate
Maryland
$68.9K +$73.4K +291 New
UIA
2615
Ulland Investment Advisors
Minnesota
$68K -$5.3K -21 -7%
NCM
2616
Northwest Capital Management
Oregon
$67.1K – – –
BI
2617
Binnacle Investments
Iowa
$66.8K +$1.26K +5 +2%
EP
2618
Essential Partners
California
$66.1K -$251K -997 -78%
Rational Advisors
2619
Rational Advisors
New York
$65.9K +$6.56K +26 +10%
PWMG
2620
Prestige Wealth Management Group
New Jersey
$64.8K -$4.79K -19 -7%
Stone House Investment Management
2621
Stone House Investment Management
Pennsylvania
$64.6K -$3.03K -12 -4%
Halbert Hargrove Global Advisors
2622
Halbert Hargrove Global Advisors
California
$64.3K +$41.1K +163 +151%
Crews Bank & Trust
2623
Crews Bank & Trust
Florida
$64.2K – – –
MHR
2624
Matthew Hamilton Rosenberg
$63.5K -$6.05K -24 -8%
PWM
2625
Proathlete Wealth Management
Florida
$62.2K +$504 +2 +0.8%