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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
TC
2701
Tacita Capital
Ontario, Canada
$23.7K – – –
SRCM
2702
Signature Resources Capital Management
California
$23.2K – – –
TWD
2703
True Wealth Design
Ohio
$22.9K +$2.52K +10 +11%
OA
2704
Operose Advisors
Wisconsin
$22.8K – – –
CTWM
2705
Cherry Tree Wealth Management
Minnesota
$22.5K – – –
HFS
2706
Hopwood Financial Services
Virginia
$22.5K +$24K +95 New
PAM
2707
Palisade Asset Management
Minnesota
$22.5K +$24K +95 New
CF
2708
Collier Financial
Colorado
$22.5K +$24K +95 New
Itau Unibanco Holding S.A.
2709
Itau Unibanco Holding S.A.
Brazil
$22.3K -$1.77M -7,016 -99%
FWM
2710
FSA Wealth Management
Massachusetts
$22.2K – – –
SIS
2711
Strategic Investment Solutions
Illinois
$22.1K – – –
API
2712
Asset Planning Inc
California
$22K – – –
DPW
2713
DiNuzzo Private Wealth
Pennsylvania
$21.5K -$504 -2 -2%
PPA
2714
Painted Porch Advisors
California
$21.3K – – –
CFS
2715
Compass Financial Services
Iowa
$21.1K – – –
AIM
2716
Access Investment Management
Georgia
$21.1K – – –
CWP
2717
Clark Wealth Partners
Illinois
$20.9K -$37.1K -147 -65%
PC
2718
Promus Capital
Illinois
$20.4K – – –
PK
2719
Pflug Koory
Nebraska
$20.1K -$13.4K -53 -38%
CA
2720
Centerpoint Advisors
Massachusetts
$20K +$21.7K +86 New
PWMA
2721
Pension & Wealth Management Advisors
Massachusetts
$19.9K +$19.7K +78 +1,560%
RFA
2722
Reyes Financial Architecture
California
$19.2K – – –
AWM
2723
Accredited Wealth Management
Kentucky
$19K -$7.57K -30 -38%
AF
2724
Alerus Financial
North Dakota
$18.5K +$9.58K +38 +95%
WAG
2725
Wiser Advisor Group
Arizona
$18.4K +$19.7K +78 New