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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
FCG
2901
Financial Connections Group
California
$87K -$36.4K -114 -30%
CSC
2902
Caldwell Sutter Capital
California
$86.3K -$9.57K -30 -10%
IHWM
2903
Iron Horse Wealth Management
Iowa
$84.3K – – –
VIA
2904
Virtus Investment Advisers
Connecticut
$82.9K – – –
CCA
2905
Cadent Capital Advisors
Oklahoma
$81.8K +$78.2K +245 New
QL
2906
Quarry LP
New York
$81.6K +$77.9K +244 New
AA
2907
AlphaMark Advisors
Kentucky
$80K +$32.6K +102 +75%
GIA
2908
GHP Investment Advisors
Colorado
$78.6K -$7.66K -24 -9%
HFM
2909
Hartford Financial Management
Connecticut
$78.6K – – –
MCF Advisors
2910
MCF Advisors
Kentucky
$77.3K +$28.7K +90 +64%
PCFFS
2911
Pacific Center for Financial Services
California
$77.1K +$319 +1 +0.4%
PCWA
2912
Pacific Capital Wealth Advisors
California
$74.9K -$4.47K -14 -6%
CFS
2913
CGC Financial Services
Oregon
$74.6K – – –
NWMP
2914
Noble Wealth Management PBC
Colorado
$72.9K +$69.6K +218 New
FIA
2915
FPC Investment Advisory
California
$69K +$59.7K +187 +1,247%
TAM
2916
Tucker Asset Management
Colorado
$68.9K -$3.83K -12 -6%
RWS
2917
Retirement Wealth Solutions
Wisconsin
$67.3K +$67.7K +212 New
AWM
2918
Ameliora Wealth Management
Switzerland
$66.9K +$63.8K +200 New
SC
2919
Swan Capital
Florida
$66.9K -$41.2K -129 -39%
BIM
2920
Breakwater Investment Management
Washington
$66.9K – – –
Emerald Advisers
2921
Emerald Advisers
Pennsylvania
$66.9K – – –
CWM
2922
Crowley Wealth Management
Delaware
$66.9K +$63.8K +200 New
T
2923
Tidemark
California
$66.9K +$5.75K +18 +10%
AW
2924
Avion Wealth
Texas
$65K +$32.2K +101 +106%
TIM
2925
Tortoise Investment Management
New York
$64.5K +$7.66K +24 +14%