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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
LSA
651
L & S Advisors
California
$2.19M -$1.71M -10,895 -43%
LMGAM
652
Liberty Mutual Group Asset Management
Massachusetts
$2.17M +$2.25M +14,331 New
MIAN
653
Mariner Independent Advisor Network
Kansas
$2.17M -$13K -83 -0.6%
PFM
654
Patton Fund Management
Texas
$2.16M +$2.23M +14,261 New
SSWM
655
Sheets Smith Wealth Management
North Carolina
$2.16M +$446K +2,843 +25%
SL
656
Signition LP
New York
$2.16M -$20.4K -130 -0.9%
VFA
657
Valeo Financial Advisors
Indiana
$2.15M +$323K +2,063 +17%
CC
658
Crosslink Capital
California
$2.15M -$6.59M -42,080 -75%
AF
659
Aldebaran Financial
$2.14M +$298K +1,900 +16%
BBCM
660
Boardman Bay Capital Management
New York
$2.12M +$2.19M +14,000 New
PCIA
661
Prime Capital Investment Advisors
Kansas
$2.12M +$2.19M +14,000 New
VFA
662
Voya Financial Advisors
Connecticut
$2.12M +$275K +1,753 +14%
AFC
663
AFT Forsyth & Company
Florida
$2.1M +$90.9K +580 +4%
IWS
664
Insight Wealth Strategies
California
$2.09M +$435K +2,778 +25%
GI
665
Gradient Investments
Minnesota
$2.09M +$1.27M +8,081 +142%
FWM
666
Frontier Wealth Management
Missouri
$2.05M +$36.5K +233 +2%
AIP
667
Ameritas Investment Partners
Nebraska
$2.05M -$35.9K -229 -2%
MFAM
668
Motley Fool Asset Management
Virginia
$2.05M +$320K +2,039 +18%
APA
669
American Portfolios Advisors
New York
$2.04M -$116K -741 -5%
SNT
670
Security National Trust
West Virginia
$2.03M +$27.4K +175 +1%
SCM
671
Stevens Capital Management
Pennsylvania
$1.99M -$12.2M -77,678 -86%
Wealth Enhancement Advisory Services
672
Wealth Enhancement Advisory Services
Minnesota
$1.98M +$1.99M +12,683 New
FTIOP
673
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.97M -$3.12M -19,885 -61%
PJSIMP
674
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.97M +$53K +338 +3%
GCP
675
GSA Capital Partners
United Kingdom
$1.95M -$3.81M -24,330 -65%