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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
BW
2651
Blalock Williams
Alabama
$262K +$251K +785 New
CBA
2652
Coastal Bridge Advisors
Connecticut
$262K +$319 +1 +0.1%
LTI
2653
Laffer Tengler Investments
Tennessee
$262K -$416K -1,303 -62%
PCA
2654
Purkiss Capital Advisors
Connecticut
$262K +$250K +783 New
SM
2655
Sciencast Management
New Jersey
$262K +$250K +783 New
LA
2656
Latitude Advisors
Florida
$262K +$5.75K +18 +2%
HCP
2657
Hexagon Capital Partners
Arkansas
$261K -$11.2K -35 -4%
VCP
2658
Vista Capital Partners
Oregon
$261K +$249K +781 New
AC
2659
Avory & Company
Florida
$260K -$59.7K -187 -19%
MHWM
2660
Montz Harcus Wealth Management
Louisiana
$259K -$5.11K -16 -2%
TCM
2661
Tufton Capital Management
Maryland
$259K
AWM
2662
Ariadne Wealth Management
California
$259K +$252K +790 New
AFM
2663
Armstrong Fleming & Moore
District of Columbia
$258K +$319 +1 +0.1%
CG
2664
CFO4Life Group
Texas
$258K +$246K +772 New
MSWM
2665
Mowery & Schoenfeld Wealth Management
Illinois
$258K +$246K +772 New
CWM
2666
Campbell Wealth Management
Virginia
$258K +$246K +771 New
RTC
2667
Riverview Trust Company
Washington
$257K
CAG
2668
Cypress Advisory Group
Arizona
$257K +$245K +769 New
WFA
2669
Wellspring Financial Advisors
Ohio
$257K +$3.51K +11 +1%
NG
2670
Novem Group
New York
$256K +$245K +767 New
QFA
2671
Quantum Financial Advisors
California
$256K -$24.3K -76 -9%
MSS
2672
Mitchell Sinkler & Starr
Pennsylvania
$256K
EB
2673
Exchange Bank
California
$255K
SCM
2674
SOL Capital Management
Maryland
$255K
MAG
2675
MRA Advisory Group
New Jersey
$255K -$77.2K -242 -24%