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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
RF
3051
Robinswood Financial
Washington
$11.7K
LWA
3052
Lowe Wealth Advisors
Maryland
$11.7K +$5.42K +17 +94%
HWA
3053
HHM Wealth Advisors
Tennessee
$11.7K +$5.75K +18 +106%
CPL
3054
Capital & Planning LLC
Georgia
$11.7K +$11.2K +35 New
GGI
3055
Godsey & Gibb Inc
Virginia
$11.4K -$27.4K -86 -72%
AEPWM
3056
Atlantic Edge Private Wealth Management
Florida
$11.4K +$10.9K +34 New
CJL
3057
Cyrus J. Lawrence
New York
$11K +$11.2K +35 New
CCA
3058
Criterion Capital Advisors
Tennessee
$10.8K
GIM
3059
Gold Investment Management
Alberta, Canada
$10.4K
SMAM
3060
Sugar Maple Asset Management
Wisconsin
$10K +$9.57K +30 New
CWA
3061
Carolina Wealth Advisors
South Carolina
$9.7K -$8.3K -26 -47%
APM
3062
a16z Perennial Management
California
$9.36K -$3.06M -9,600 -100%
CIAS
3063
CBIZ Investment Advisory Services
Ohio
$9.03K +$6.06K +19 +238%
CI
3064
Clal Insurance
Israel
$9K +$8.3K +26 New
TWD
3065
True Wealth Design
Ohio
$8.89K +$3.19K +10 +59%
TCM
3066
TD Capital Management
Tennessee
$8.71K
PWA
3067
Provenance Wealth Advisors
Florida
$8.36K
PWA
3068
Principia Wealth Advisory
Texas
$8.36K +$7.98K +25 New
CJH
3069
Christopher J. Hasenberg
Wisconsin
$8.02K
BG
3070
Bollard Group
Massachusetts
$8K
JGIA
3071
Jackson Grant Investment Advisers
Connecticut
$7.36K
RAM
3072
Riggs Asset Management
Pennsylvania
$7.05K +$638 +2 +11%
DWM
3073
Darwin Wealth Management
Florida
$7.02K +$6.7K +21 New
LSV Asset Management
3074
LSV Asset Management
Illinois
$7K +$6.38K +20 New
PS
3075
PayPay Securities
Japan
$6.69K -$1.28K -4 -17%