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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
NL
701
NWAM LLC
Washington
$250K -$65.1K -747 -21%
AB
702
Atlas Brown
Kentucky
$250K -$59.9K -688 -19%
IC
703
Intersect Capital
California
$248K +$15.7K +180 +7%
AA
704
Apriem Advisors
California
$247K -$43.5K -500 -15%
LCP
705
Legacy Capital Partners
Wisconsin
$242K +$244K +2,798 New
PAS
706
Partnervest Advisory Services
California
$241K +$12.2K +140 +5%
SC
707
Savant Capital
Illinois
$240K +$20K +230 +9%
HB
708
Homrich & Berg
Georgia
$239K +$8.53K +98 +4%
OIA
709
Optimum Investment Advisors
Illinois
$239K +$26.1K +300 +12%
WCA
710
Westover Capital Advisors
Delaware
$235K -$610 -7 -0.3%
GT
711
Glenview Trust
Kentucky
$235K
WSFS
712
Wilmington Savings Fund Society
Delaware
$225K
CL
713
Choreo LLC
Illinois
$223K -$3.25M -37,293 -94%
EA
714
Emerald Advisers
Pennsylvania
$222K
WPA
715
West Paces Advisors
Georgia
$221K
CFA
716
Cahill Financial Advisors
Minnesota
$217K +$218K +2,500 New
HT
717
Heritage Trust
Oklahoma
$216K +$217K +2,491 New
CS
718
Credential Securities
$214K -$2.26K -26 -1%
CBU
719
CIBC Bank USA
Illinois
$209K -$1.66K -19 -0.8%
OIA
720
OneDigital Investment Advisors
Kansas
$205K +$207K +2,372 New
PGFC
721
Peapack-Gladstone Financial Corp
New Jersey
$205K -$22.6K -259 -10%
RFS
722
Rockefeller Financial Services
New York
$196K -$20K -230 -9%
TF
723
Tompkins Financial
New York
$187K
FT
724
Fiduciary Trust
Massachusetts
$187K +$188K +2,155 New
PAM
725
Paradigm Asset Management
New York
$182K