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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
NC
3001
NewSquare Capital
Pennsylvania
$27.4K +$7.66K +24 +41%
DCM
3002
Disciplina Capital Management
Tennessee
$27.1K – – –
AWM
3003
Accredited Wealth Management
Kentucky
$26.8K +$25.5K +80 New
LIS
3004
Legacy Investment Solutions
Idaho
$26.7K +$6.06K +19 +30%
LWMI
3005
Legacy Wealth Management (Idaho)
Idaho
$26.7K +$6.06K +19 +30%
WAG
3006
Wiser Advisor Group
Arizona
$25.9K – – –
DMKJ
3007
David M. Knott Jr
$25.7K – – –
VWM
3008
Vermillion Wealth Management
Minnesota
$24.2K +$23K +72 New
VWA
3009
Valued Wealth Advisors
Utah
$23.8K -$7.02K -22 -24%
BAM
3010
Bellevue Asset Management
Washington
$23.4K – – –
CAM
3011
Costello Asset Management
Pennsylvania
$23.1K – – –
CJ
3012
Caitlin John
Michigan
$22.4K – – –
OLVIG
3013
Oliver Lagore Vanvalin Investment Group
Michigan
$22.4K – – –
FNWA
3014
Financial Network Wealth Advisors
Utah
$21.7K -$46K -144 -69%
PG
3015
Proffitt & Goodson
Tennessee
$21.4K -$2.23K -7 -10%
SC
3016
Steph & Co
Wisconsin
$21.1K -$15.3K -48 -43%
LFASL
3017
Lugano Financial Advisors SA (LFA)
Switzerland
$20.7K – – –
PIS
3018
POM Investment Strategies
North Carolina
$20.4K – – –
BA
3019
Bellwether Advisors
Nebraska
$20.4K +$19.5K +61 New
TC
3020
Trust Company
Kansas
$20.1K – – –
AEGON Asset Management (UK)
3021
AEGON Asset Management (UK)
United Kingdom
$19.7K +$18.8K +59 New
PP
3022
PFS Partners
New Jersey
$19.5K – – –
MAS
3023
MPWM Advisory Solutions
Georgia
$19.1K +$18.2K +57 New
WAM
3024
WFA Asset Management
Wisconsin
$18.8K -$32.6K -102 -65%
PCC
3025
Park Circle Company
Maryland
$18.1K – – –