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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
DG
626
Davidson & Garrard
Virginia
$225K +$13.8K +200 +7%
BUB
627
BBVA USA Bancshares
Texas
$223K +$208K +3,018 New
AL
628
Agran Libbie
California
$220K +$205K +2,975 New
IIC
629
Integrated Investment Consultants
Michigan
$209K -$13K -189 -6%
WP
630
WealthSource Partners
California
$209K +$195K +2,825 New
DADC
631
D.A. Davidson & Co
Montana
$206K -$47K -682 -19%
WSFS
632
Wilmington Savings Fund Society
Delaware
$200K -$21.5K -312 -10%
EDRH
633
Edmond de Rothschild Holding
Switzerland
$188K -$262K -3,800 -60%
WEC
634
Winslow Evans & Crocker
Massachusetts
$187K -$418K -6,074 -71%
AF
635
Allworth Financial
California
$185K +$138K +2,000 +394%
FNBT
636
FineMark National Bank & Trust
Florida
$183K +$620 +9 +0.4%
HNB
637
Huntington National Bank
Ohio
$179K -$833K -12,094 -82%
AA
638
Apriem Advisors
California
$174K -$34.4K -500 -18%
GLI
639
Guardian Life Insurance
New York
$170K -$45K -653 -22%
PO
640
Private Ocean
California
$166K – – –
GT
641
Glenmede Trust
Pennsylvania
$164K +$6.27K +91 +4%
RFS
642
Rockefeller Financial Services
New York
$162K +$54K +784 +56%
TF
643
Tompkins Financial
New York
$159K -$52.5K -763 -26%
CG
644
Cutler Group
California
$155K +$14.3K +207 +11%
ASN
645
Advisory Services Network
Georgia
$155K +$32K +465 +28%
PHK
646
Point72 Hong Kong
Hong Kong
$154K -$13.8K -201 -9%
GBBWRPM
647
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$149K – – –
CLM
648
ClearBridge LLC (Maryland)
Maryland
$148K -$99.2K -1,440 -42%
CI Investments Inc
649
CI Investments Inc
Ontario, Canada
$148K +$138K +2,000 New
GBT
650
Grove Bank & Trust
Florida
$142K -$112K -1,630 -46%