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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
MIAN
601
Mariner Independent Advisor Network
Kansas
$5.09M +$2.18M +12,884 +57%
DADC
602
D.A. Davidson & Co
Montana
$5.06M +$701K +4,133 +13%
AAS
603
Avantax Advisory Services
Texas
$5.04M +$124K +730 +2%
SM
604
SG3 Management
Puerto Rico
$5.03M +$5.93M +35,000 New
HLC
605
Hunt Lane Capital
New York
$5.03M +$848K +5,000 +17%
KIA
606
KCM Investment Advisors
California
$5.03M -$345K -2,036 -6%
TI
607
Trexquant Investment
Connecticut
$5.02M +$1.38M +8,162 +31%
SCA
608
Stonebridge Capital Advisors
Minnesota
$5M +$795K +4,686 +16%
MHC
609
Meyer Handelman Company
New York
$4.99M
SPIO
610
Seven Post Investment Office
California
$4.98M
WMSA
611
Weiss Multi-Strategy Advisers
New York
$4.97M +$5.3M +31,265 +940%
GIM
612
Grassi Investment Management
California
$4.95M -$964K -5,688 -14%
OPCM
613
Osborne Partners Capital Management
California
$4.92M +$414K +2,444 +8%
WTC
614
WhitTier Trust Company
Nevada
$4.9M -$199K -1,176 -3%
SC
615
Seldon Capital
California
$4.88M +$5.61M +33,100 +4,122%
ECM
616
ExodusPoint Capital Management
New York
$4.87M -$7.09M -41,841 -55%
TM
617
Tiger Management
New York
$4.85M +$5.71M +33,700 New
Acadian Asset Management
618
Acadian Asset Management
Massachusetts
$4.84M +$2.19M +12,892 +62%
ACA
619
Aptus Capital Advisors
Alabama
$4.84M -$2.55M -15,025 -31%
AIM
620
Aigen Investment Management
New York
$4.78M +$4.69M +27,641 +497%
BRWA
621
B. Riley Wealth Advisors
Florida
$4.75M +$870K +5,129 +18%
EWA
622
Exencial Wealth Advisors
Oklahoma
$4.74M -$577K -3,404 -9%
FFA
623
Fragasso Financial Advisors
Pennsylvania
$4.71M +$1.29M +7,586 +30%
GVAG
624
Great Valley Advisor Group
Delaware
$4.71M +$724K +4,272 +15%
CAM
625
Cresset Asset Management
Illinois
$4.68M +$426K +2,512 +8%