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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
SFFS
2676
Stonehage Fleming Financial Services
Jersey
-$92.3K -455 Closed
PPWM
2677
PFG Private Wealth Management
Florida
-$80.1K -395 Closed
PHAM
2678
Portland Hill Asset Management
United Kingdom
-$63K -311 Closed
ICM
2679
Intrepid Capital Management
Florida
-$47.9K -236 Closed
WWP
2680
WR Wealth Planners
Missouri
-$46.2K -228 Closed
SIA
2681
SkyView Investment Advisors
New Jersey
-$30K -148 Closed
NIC
2682
Northwest Investment Counselors
Oregon
-$28.6K -141 Closed
RFA
2683
Register Financial Advisors
Georgia
-$18.5K -91 Closed
AWM
2684
Ameliora Wealth Management
Switzerland
-$15.8K -78 Closed
HWP
2685
Hibernia Wealth Partners
Louisiana
-$10.7K -53 Closed
SL
2686
Savior LLC
Massachusetts
-$10.1K -50 Closed
BOC
2687
Bull Oak Capital
California
-$7.5K -37 Closed
RL
2688
Rogco LP
Oklahoma
-$7.1K -35 Closed
AWA
2689
Authentikos Wealth Advisory
California
-$6.08K -30 Closed
BWS
2690
Buck Wealth Strategies
Colorado
-$5.88K -29 Closed
PWMA
2691
Pension & Wealth Management Advisors
Massachusetts
-$5.27K -26 Closed
FAM
2692
Flaharty Asset Management
Florida
-$3.85K -19 Closed
BFP
2693
Briaud Financial Planning
Texas
-$3K -15 Closed
Legacy Financial Group (Iowa)
2694
Legacy Financial Group (Iowa)
Iowa
-$2.03K -10 Closed
FSWA
2695
Financial Synergies Wealth Advisors
Texas
-$1.83K -9 Closed
MCA
2696
Maryland Capital Advisors
Maryland
-$406 -2 Closed