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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
HSA
676
HBK Sorce Advisory
Pennsylvania
$297K +$299K +3,432 New
FMLI
677
Fukoku Mutual Life Insurance
Japan
$294K
IFWM
678
Institute for Wealth Management
Colorado
$294K +$296K +3,398 New
AMCA
679
Arthur M. Cohen & Associates
Illinois
$294K +$297K +3,411 New
IIC
680
Integrated Investment Consultants
Michigan
$293K
LOAMS
681
Lombard Odier Asset Management (Switzerland)
Switzerland
$287K
WAM
682
Wealthspire Advisors (Maryland)
Maryland
$284K +$38.5K +442 +16%
CCMW
683
Cypress Capital Management (Wyoming)
Wyoming
$280K -$246K -2,825 -47%
DBT
684
Dubuque Bank & Trust
Iowa
$279K +$140K +1,604 +99%
APP
685
Avantax Planning Partners
Iowa
$278K +$279K +3,205 New
BFEC
686
Benjamin F. Edwards & Company
Missouri
$277K +$13K +149 +5%
HWA
687
HCR Wealth Advisors
California
$274K
TDC
688
Thompson Davis & Co
Virginia
$274K +$1.57K +18 +0.6%
P8IP
689
Pier 88 Investment Partners
California
$273K -$127K -1,459 -32%
AW
690
ACG Wealth
Georgia
$273K +$274K +3,146 New
WPP
691
Whalerock Point Partners
Rhode Island
$269K +$54.4K +625 +25%
NPC
692
National Planning Corporation
California
$267K +$270K +3,099 New
IUHSA
693
Itau Unibanco Holding S.A.
Brazil
$264K +$239K +2,739 +898%
WF
694
Welch & Forbes
Massachusetts
$257K +$26.6K +306 +11%
CA
695
Cetera Advisors
Colorado
$257K +$32.7K +375 +14%
WT
696
Washington Trust
Rhode Island
$256K +$258K +2,960 New
Mariner
697
Mariner
Kansas
$255K -$66.7K -766 -21%
Luther King Capital Management (LKCM)
698
Luther King Capital Management (LKCM)
Texas
$254K -$26K -298 -9%
MWP
699
MYCIO Wealth Partners
Pennsylvania
$252K -$115K -1,321 -31%
GC
700
Gilbert & Cook
Iowa
$251K +$253K +2,902 New