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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
DA
3151
DCM Advisors
New York
– -$409K -1,495 Closed
KWMG
3152
King Wealth Management Group
Florida
– -$389K -1,423 Closed
ZIMP
3153
Zimmermann Investment Management & Planning
Pennsylvania
– -$382K -1,397 Closed
LSPW
3154
Lake Street Private Wealth
Illinois
– -$372K -1,359 Closed
TCWA
3155
Turtle Creek Wealth Advisors
Texas
– -$368K -1,346 Closed
KOC
3156
Koss-Olinger Consulting
Florida
– -$355K -1,296 Closed
MPM
3157
MBB Public Markets
Illinois
– -$345K -1,260 Closed
NWAG
3158
Net Worth Advisory Group
Utah
– -$340K -1,242 Closed
ETCM
3159
Evolutionary Tree Capital Management
Virginia
– -$323K -1,180 Closed
HOWA
3160
Heritage Oak Wealth Advisors
Florida
– -$323K -1,180 Closed
BSTWA
3161
Blake Schutter Theil Wealth Advisors
Ohio
– -$310K -1,132 Closed
BC
3162
Bridgefront Capital
Texas
– -$305K -1,113 Closed
GAG
3163
Goodman Advisory Group
Massachusetts
– -$286K -1,046 Closed
PCM
3164
Princeton Capital Management
New Jersey
– -$273K -999 Closed
BWA
3165
BlueChip Wealth Advisors
Georgia
– -$271K -991 Closed
SAMT
3166
Select Asset Management & Trust
Pennsylvania
– -$270K -986 Closed
SWM
3167
Silverlake Wealth Management
Vermont
– -$245K -894 Closed
HB
3168
HTLF Bank
Colorado
– -$238K -871 Closed
EGA
3169
E&G Advisors
Texas
– -$220K -804 Closed
WCM
3170
WealthBridge Capital Management
Ohio
– -$219K -799 Closed
Capital Markets Trading (UK)
3171
Capital Markets Trading (UK)
United Kingdom
– -$252K -790 Closed
LWMM
3172
Legacy Wealth Management (Mississippi)
Mississippi
– -$210K -767 Closed
TCMP
3173
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$210K -767 Closed
BHBT
3174
Burke & Herbert Bank & Trust
Virginia
– -$205K -749 Closed
RF
3175
RHS Financial
California
– -$205K -748 Closed