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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
ABFS
551
Appropriate Balance Financial Services
Washington
$573K -$7.3K -93 -1%
IC
552
Intersect Capital
California
$573K -$1.1K -14 -0.2%
CG
553
Caprock Group
Idaho
$571K +$8.08K +103 +1%
IC
554
IKOS CIF
Cyprus
$563K +$534K +6,799 New
BP
555
Ballentine Partners
Massachusetts
$561K -$235 -3 -0%
AP
556
Advisor Partners
California
$557K +$62.5K +796 +13%
GIM
557
Grassi Investment Management
California
$545K +$86.3K +1,100 +19%
PI
558
PineBridge Investments
New York
$539K +$86.7K +1,104 +19%
JFGIW
559
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$537K +$193K +2,460 +57%
IA
560
IFP Advisors
Florida
$536K +$502K +6,391 +1,790%
BHA
561
Beech Hill Advisors
New York
$531K +$525K +6,690 New
PCM
562
Prelude Capital Management
New York
$528K -$616K -7,852 -54%
AW
563
ACG Wealth
Georgia
$528K +$261K +3,323 +100%
1GA
564
1st Global Advisors
Texas
$504K +$9.57K +122 +2%
SMH
565
Sanders Morris Harris
Texas
$503K +$497K +6,335 New
CCM
566
Cadence Capital Management
Massachusetts
$499K +$494K +6,290 New
SBH
567
Segall Bryant & Hamill
Illinois
$487K +$31.4K +400 +7%
EC
568
Eachwin Capital
New York
$482K
FFC
569
First Financial Corp
Indiana
$457K -$326K -4,155 -42%
Edgewood Management
570
Edgewood Management
Connecticut
$457K
Fifth Third Bancorp
571
Fifth Third Bancorp
Ohio
$454K +$19.5K +248 +5%
FIM
572
Freedom Investment Management
Connecticut
$454K +$26.1K +333 +6%
LP
573
LGL Partners
Pennsylvania
$451K
KIG
574
Kessler Investment Group
Indiana
$449K -$6.91K -88 -2%
TPWA
575
TRUE Private Wealth Advisors
Oregon
$446K