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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
2626
Toth Financial Advisory
Virginia
$5.47K +$3.59K +14 +233%
RAM
2627
Riggs Asset Management
Pennsylvania
$5.2K +$256 +1 +6%
HWM
2628
HighMark Wealth Management
Minnesota
$5.2K -$256 -1 -5%
LWA
2629
Lowe Wealth Advisors
Maryland
$4.93K – – –
CA
2630
Claris Advisors
Missouri
$4.93K +$4.61K +18 New
RL
2631
Rogco LP
Oklahoma
$4.93K +$4.61K +18 New
HWA
2632
HHM Wealth Advisors
Tennessee
$4.65K -$4.1K -16 -48%
TWD
2633
True Wealth Design
Ohio
$4.65K – – –
WOSD
2634
WFA of San Diego
California
$4.65K – – –
LAM
2635
Lummis Asset Management
Texas
$4.38K +$512 +2 +14%
FIA
2636
FPC Investment Advisory
California
$4.27K – – –
CA
2637
Centerpoint Advisors
Massachusetts
$4K – – –
KFP
2638
Keener Financial Planning
Texas
$4K – – –
WCM
2639
Westend Capital Management
California
$3.83K – – –
SWM
2640
Sanctuary Wealth Management
Idaho
$3.56K – – –
RDFA
2641
Ritter Daniher Financial Advisory
Ohio
$2.74K – – –
MFG
2642
Mendota Financial Group
Wisconsin
$2.46K +$512 +2 +29%
JFG
2643
JDM Financial Group
Texas
$2.46K +$2.31K +9 New
TLCM
2644
Twin Lakes Capital Management
California
$2.2K – – –
CIAS
2645
CBIZ Investment Advisory Services
Ohio
$2.19K +$2.05K +8 New
MFS
2646
Mattson Financial Services
Michigan
$2.06K – – –
DI
2647
DAGCO Inc
Ohio
$1.92K -$640K -2,500 -100%
DF
2648
DecisionPoint Financial
Arizona
$1.64K – – –
PCM
2649
Perritt Capital Management
Illinois
$1.37K – – –
IA
2650
IFS Advisors
Kansas
$821 – – –