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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
HAIM
3101
Hunter Associates Investment Management
Pennsylvania
-$220K -817 Closed
AAM
3102
Austin Asset Management
Texas
-$219K -815 Closed
RA
3103
Riversedge Advisors
Delaware
-$218K -814 Closed
WWC
3104
Waypoint Wealth Counsel
Georgia
-$218K -813 Closed
LAS
3105
LWM Advisory Services
Florida
-$218K -809 Closed
GEM
3106
Global Endowment Management
North Carolina
-$217K -808 Closed
KW
3107
Keyvantage Wealth
Pennsylvania
-$216K -806 Closed
CFP
3108
Cascade Financial Partners
California
-$216K -805 Closed
UFF
3109
USA Financial Formulas
Michigan
-$214K -799 Closed
PCA
3110
Purkiss Capital Advisors
Connecticut
-$210K -783 Closed
LWM
3111
Laidlaw Wealth Management
New York
-$210K -781 Closed
RWI
3112
Red Wave Investments
Pennsylvania
-$209K -780 Closed
MHWM
3113
Montz Harcus Wealth Management
Louisiana
-$209K -777 Closed
CCG
3114
Catalina Capital Group
California
-$205K -763 Closed
WA
3115
Wealthstar Advisors
Texas
-$203K -757 Closed
CPC
3116
Consolidated Planning Corp
Georgia
-$203K -755 Closed
CWM
3117
Challenger Wealth Management
California
-$202K -752 Closed
TWM
3118
Tanager Wealth Management
United Kingdom
-$201K -749 Closed
CWM
3119
Cherrydale Wealth Management
New Jersey
-$200K -747 Closed
MAG
3120
MRA Advisory Group
New Jersey
-$200K -747 Closed
AIM
3121
Acropolis Investment Management
Missouri
-$133K -497 Closed
GFPC
3122
Global Financial Private Client
Florida
-$118K -438 Closed
SFGP
3123
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$104K -387 Closed
SCB
3124
Saudi Central Bank
Saudi Arabia
-$101K -377 Closed
CWC
3125
Carolinas Wealth Consulting
North Carolina
-$81.2K -302 Closed