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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
AEPWM
2851
Atlantic Edge Private Wealth Management
Florida
$19.6K – – –
UFPG
2852
United Financial Planning Group
New York
$19.6K +$18.4K +74 New
VWM
2853
Vermillion Wealth Management
Minnesota
$19.3K -$1.24K -5 -6%
BAM
2854
Bellevue Asset Management
Washington
$18.5K – – –
OC
2855
Optima Capital
Oregon
$18.3K +$17.1K +69 New
CJ
2856
Caitlin John
Michigan
$17.5K -$249 -1 -1%
BBPWM
2857
Blue Bell Private Wealth Management
Pennsylvania
$17.5K – – –
PSB
2858
Piscataqua Savings Bank
New Hampshire
$17.5K +$10.2K +41 +164%
LA
2859
LM Advisors
California
$17.4K -$3.29M -13,248 -74%
Q1WB
2860
Quest 10 Wealth Builders
Virginia
$17.4K -$1.99K -8 -11%
FCG
2861
Financial Connections Group
California
$17K -$49K -197 -75%
QA
2862
Quattro Advisors
Pennsylvania
$16.8K +$15.9K +64 New
TVWM
2863
Tower View Wealth Management
Wisconsin
$16.1K – – –
QL
2864
Quarry LP
New York
$15.9K -$415K -1,669 -97%
ICM
2865
Islay Capital Management
Texas
$15.9K – – –
Altshuler Shaham
2866
Altshuler Shaham
Israel
$15.9K +$3.73K +15 +33%
EI
2867
eCIO Inc
Wisconsin
$15.6K +$14.7K +59 New
PP
2868
PFS Partners
New Jersey
$15.5K – – –
MAS
2869
MPWM Advisory Solutions
Georgia
$15.2K – – –
AIS
2870
Advocate Investing Services
Maryland
$15K +$14.2K +57 New
HIA
2871
HFM Investment Advisors
New Jersey
$14.8K +$11.9K +48 +600%
GWM
2872
Greenline Wealth Management
Florida
$14.7K +$13.7K +55 New
SAM
2873
Sherman Asset Management
California
$13.8K – – –
AW
2874
Ankerstar Wealth
Texas
$13.5K +$12.7K +51 New
DI
2875
DAGCO Inc
Ohio
$13.5K -$2.48K -10 -16%