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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
551
Advisory Services Network
Georgia
$8.21M +$198K +1,175 +3%
MGP
552
Metis Global Partners
California
$8.19M +$1.72M +10,157 +33%
LIP
553
Liontrust Investment Partners
United Kingdom
$8.19M -$2.87M -17,000 -29%
SHGA
554
Sand Hill Global Advisors
California
$8.17M -$83.4K -494 -1%
BFS
555
Bradley Foster & Sargent
Connecticut
$8.17M -$37K -219 -0.5%
FFA
556
Fragasso Financial Advisors
Pennsylvania
$8.16M +$1.11M +6,560 +19%
AssetMark Inc
557
AssetMark Inc
California
$8.06M +$1.18M +6,977 +21%
DWP
558
Daymark Wealth Partners
Ohio
$8.05M -$56.8K -336 -0.8%
OCM
559
Ogborne Capital Management
California
$7.99M +$6.76M +40,000 New
PTC
560
Philadelphia Trust Company
Pennsylvania
$7.99M +$106K +630 +2%
BPA
561
Beacon Pointe Advisors
California
$7.9M -$335K -1,983 -5%
Cetera Investment Advisers
562
Cetera Investment Advisers
Illinois
$7.87M +$1.18K +7 +0%
Verition Fund Management
563
Verition Fund Management
Connecticut
$7.82M +$1.98M +11,720 +43%
SCA
564
Stonebridge Capital Advisors
Minnesota
$7.75M +$222K +1,313 +4%
BWL
565
Bogart Wealth LLC
Virginia
$7.65M +$283K +1,675 +5%
KA
566
Kintegral Advisory
New York
$7.64M -$347K -2,055 -5%
RIA
567
RPG Investment Advisory
California
$7.62M +$33.6K +199 +0.5%
ET
568
Equitable Trust
Tennessee
$7.61M +$494K +2,925 +8%
OC
569
Oppenheimer & Co
New York
$7.59M -$1.31M -7,737 -17%
BWFA
570
Baltimore-Washington Financial Advisors
Maryland
$7.49M +$56.1K +332 +0.9%
WMC
571
Westwood Management Corporation
Illinois
$7.47M -$33.8K -200 -0.5%
OPCM
572
Osborne Partners Capital Management
California
$7.47M +$64.5K +382 +1%
NRS
573
Neville Rodie & Shaw
New York
$7.43M +$325K +1,925 +5%
MC
574
Moors & Cabot
Massachusetts
$7.42M -$167K -991 -3%
PFS
575
Prospera Financial Services
Texas
$7.41M +$49.7K +294 +0.8%