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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
AC
701
Allstate Corporation
Illinois
$5.35M +$330K +1,434 +7%
YWP
702
YorkBridge Wealth Partners
New York
$5.31M +$19.8K +86 +0.4%
RCM
703
RB Capital Management
Nevada
$5.31M +$70.3K +305 +1%
MSA
704
Marino Stram & Associates
Massachusetts
$5.31M +$4.74M +20,577 +1,786%
JSC
705
Jackson Square Capital
California
$5.3M +$225K +975 +5%
HAG
706
HighPoint Advisor Group
Illinois
$5.3M +$522K +2,265 +12%
WC
707
Whitney & Co
New York
$5.29M +$168K +727 +3%
Bessemer Group
708
Bessemer Group
New Jersey
$5.28M -$17.5K -76 -0.4%
TI
709
Tidal Investments
Wisconsin
$5.26M +$1.25M +5,403 +33%
QOP
710
Quinn Opportunity Partners
Virginia
$5.25M -$1.84M -8,000 -27%
SW
711
SteelPeak Wealth
California
$5.25M +$143K +619 +3%
SAM
712
Shikiar Asset Management
New York
$5.25M +$676K +2,935 +16%
CT
713
Caldwell Trust
Florida
$5.25M -$92.9K -403 -2%
BZWA
714
Blue Zone Wealth Advisors
California
$5.24M +$318K +1,379 +7%
SC
715
SouthState Corp
Florida
$5.24M -$50.7K -220 -1%
SIC
716
Salem Investment Counselors
North Carolina
$5.23M +$183K +796 +4%
MHC
717
Meyer Handelman Company
New York
$5.23M +$1.36M +5,910 +38%
KC
718
Knuff & Co
California
$5.21M
SFI
719
Siemens Fonds Invest
Germany
$5.21M +$44.9K +195 +0.9%
LP
720
LMR Partners
United Kingdom
$5.15M +$4.86M +21,075 New
KWMG
721
King Wealth Management Group
Florida
$5.14M -$5.69M -24,671 -54%
MWM
722
Marietta Wealth Management
Georgia
$5.13M +$179K +775 +4%
CIM
723
Coastal Investment Management
California
$5.13M
WF
724
WoodTrust Financial
Wisconsin
$5.1M +$130K +563 +3%
GP
725
Girard Partners
Pennsylvania
$5.06M +$534K +2,318 +13%