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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
2801
Migdal Insurance & Financial Holdings
Israel
– -$172K -920 Closed
WSFG
2802
Wall Street Financial Group
Illinois
– -$161K -863 Closed
DWP
2803
Destiny Wealth Partners
Florida
– -$135K -722 Closed
LCA
2804
Legend Capital Advisors
New York
– -$112K -600 Closed
TF
2805
Tompkins Financial
New York
– -$103K -550 Closed
WG
2806
Wellington Group
Indiana
– -$102K -549 Closed
CM
2807
Caption Management
Oklahoma
– -$87.9K -500 Closed
OWA
2808
Opal Wealth Advisors
New York
– -$89.4K -479 Closed
MAM
2809
Magellan Asset Management
Australia
– -$68.9K -369 Closed
TGY2IT
2810
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$62.7K -336 Closed
FW
2811
Fairway Wealth
Ohio
– -$62.3K -334 Closed
TLFA
2812
True Link Financial Advisors
California
– -$36.4K -195 Closed
LWMI
2813
Legacy Wealth Management (Idaho)
Idaho
– -$23.7K -127 Closed
CIR
2814
Clear Investment Research
Georgia
– -$22.2K -119 Closed
LB
2815
Legacy Bridge
Iowa
– -$19.2K -103 Closed
BSC
2816
Brown Shipley & Co
United Kingdom
– -$13.1K -70 Closed
FFL
2817
Financial Freedom LLC
Ohio
– -$12K -64 Closed
GWSA
2818
Global Wealth Strategies & Associates
Colorado
– -$11.9K -64 Closed
PWA
2819
Portus Wealth Advisors
North Carolina
– -$11.9K -64 Closed
SAM
2820
Sherman Asset Management
California
– -$9.71K -52 Closed
EA
2821
Evolution Advisers
Virginia
– -$8.27K -47 -94%
TWM
2822
TopTier Wealth Management
Wisconsin
– -$8.77K -47 Closed
CPL
2823
Capital & Planning LLC
Georgia
– -$8.4K -45 Closed
TFG
2824
Team Financial Group
California
– -$8.49K -45 Closed
MWA
2825
Merkkuri Wealth Advisors
New York
– -$7.31K -39 Closed