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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
PO
2676
Private Ocean
California
$27.7K +$3.46K +12 +15%
Cohen & Steers
2677
Cohen & Steers
New York
$27K -$1.44K -5 -5%
KFS
2678
Kelly Financial Services
Massachusetts
$26.8K +$577 +2 +2%
GFL
2679
Granite FO LLC
New Hampshire
$26.7K +$4.04K +14 +16%
RWM
2680
Ruedi Wealth Management
Illinois
$25.9K +$16.2K +56 +187%
SRCM
2681
Signature Resources Capital Management
California
$25.5K – – –
PA
2682
Pineridge Advisors
Missouri
$24.1K -$45.6K -158 -66%
BMC
2683
Bear Mountain Capital
Washington
$23.8K -$3.17K -11 -11%
WAG
2684
Wiser Advisor Group
Arizona
$23.2K – – –
HWA
2685
HHM Wealth Advisors
Tennessee
$23.2K +$9.52K +33 +75%
DMKJ
2686
David M. Knott Jr
$23K – – –
SWM
2687
Sugarloaf Wealth Management
Georgia
$22.9K – – –
FP
2688
Financial Perspectives
Minnesota
$22.6K -$577 -2 -3%
VWA
2689
Valued Wealth Advisors
Utah
$22.3K +$8.95K +31 +72%
BAM
2690
Bellevue Asset Management
Washington
$21.1K – – –
VAMG
2691
Voisard Asset Management Group
Michigan
$20.8K – – –
CAM
2692
Costello Asset Management
Pennsylvania
$20.8K – – –
FDCP
2693
Foster Dykema Cabot & Partners
Massachusetts
$20.5K +$18.8K +65 +2,167%
BGAI
2694
Bruce G. Allen Investments
Colorado
$20.5K -$3.75K -13 -16%
FWA
2695
FSC Wealth Advisors
New York
$20.5K – – –
OLVIG
2696
Oliver Lagore Vanvalin Investment Group
Michigan
$20.2K -$10.1K -35 -34%
SL
2697
Salomon & Ludwin
Virginia
$19.6K +$18.8K +65 New
AW
2698
Avion Wealth
Texas
$19K +$3.17K +11 +21%
FPB
2699
First PREMIER Bank
South Dakota
$19K +$15.3K +53 +530%
IPW
2700
Impact Partnership Wealth
Georgia
$19K -$16.2K -56 -47%