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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
BZWA
701
Blue Zone Wealth Advisors
California
$4.25M +$398K +1,786 +10%
FT
702
Fiduciary Trust
Massachusetts
$4.25M +$570K +2,562 +15%
WAM
703
World Asset Management
Michigan
$4.24M -$301K -1,350 -7%
CWM
704
Cordatus Wealth Management
Pennsylvania
$4.21M -$164K -738 -4%
PFO
705
Pathstone Family Office
New Jersey
$4.19M +$2.27M +10,175 +106%
RCM
706
RNC Capital Management
California
$4.18M +$4.4M +19,745 New
AC
707
Avestar Capital
New York
$4.18M +$889K +3,995 +29%
LBC
708
Lawrence B. Cohen
$4.18M -$6.23K -28 -0.1%
LBD
709
Landsberg Bennett & Dubbaneh
Florida
$4.17M +$1.02M +4,600 +32%
IMRF
710
Illinois Municipal Retirement Fund
Illinois
$4.14M
UBPAM
711
Union Bancaire Privee Asset Management
New York
$4.12M -$994K -4,466 -19%
MCP
712
Mirador Capital Partners
California
$4.11M +$586K +2,631 +16%
MMG
713
Monetary Management Group
Missouri
$4.1M -$412K -1,850 -9%
WPP
714
Whalerock Point Partners
Rhode Island
$4.1M +$203K +914 +5%
FDCDDQ
715
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.09M +$1.16M +5,204 +37%
WMC
716
Westwood Management Corporation
Illinois
$4.07M -$25.7M -115,400 -86%
TW
717
Transform Wealth
Colorado
$4.03M -$28.1K -126 -0.7%
MIAN
718
Mariner Independent Advisor Network
Kansas
$4.01M +$920K +4,133 +28%
KWILP
719
Kiwi Wealth Investments Limited Partnership
New Zealand
$4M -$942K -4,230 -18%
Tudor Investment Corp
720
Tudor Investment Corp
Connecticut
$3.99M -$1.55M -6,952 -27%
BCPWM
721
Bradley & Co Private Wealth Management
Florida
$3.98M +$4.19M +18,801 New
SAM
722
Shikiar Asset Management
New York
$3.93M +$145K +650 +4%
KA
723
Kovack Advisors
Florida
$3.93M +$560K +2,515 +16%
NEI
724
Northwest & Ethical Investments
Ontario, Canada
$3.91M -$1.54M -6,924 -27%
CIG
725
Consolidated Investment Group
Colorado
$3.9M