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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
AF
701
Arrow Financial
New York
$5.4M -$61.1K -283 -1%
BZWA
702
Blue Zone Wealth Advisors
California
$5.37M -$11.9K -55 -0.2%
DAS
703
Dynamic Advisor Solutions
Arizona
$5.37M +$1.14M +5,288 +25%
USAA
704
United Services Automobile Association
Texas
$5.37M +$748K +3,460 +15%
BRWA
705
B. Riley Wealth Advisors
Florida
$5.34M -$1.16M -5,390 -17%
AWMT
706
AAFMAA Wealth Management & Trust
North Carolina
$5.34M +$79.9K +370 +1%
CC
707
Codex Capital
New York
$5.33M
Wolverine Trading
708
Wolverine Trading
Illinois
$5.32M -$12.7K -59 -0.2%
LGF
709
LGT Group Foundation
Liechtenstein
$5.31M +$486K +2,249 +9%
WB
710
Webster Bank
Connecticut
$5.27M -$94.6K -438 -2%
OIA
711
OneDigital Investment Advisors
Kansas
$5.27M +$693K +3,209 +14%
MCM
712
MAI Capital Management
Ohio
$5.26M -$73.9K -342 -1%
PWS
713
Peloton Wealth Strategists
Indiana
$5.25M -$147K -680 -3%
PFM
714
Premier Fund Managers
United Kingdom
$5.23M -$3.32M -15,370 -37%
JIC
715
Johnson Investment Counsel
Ohio
$5.22M -$280K -1,296 -5%
FFA
716
Fragasso Financial Advisors
Pennsylvania
$5.19M -$155K -718 -3%
EF
717
Empowered Funds
Pennsylvania
$5.18M +$1.36M +6,310 +33%
CIP
718
Chartwell Investment Partners
Pennsylvania
$5.17M +$1.32M +6,118 +32%
MWM
719
Marietta Wealth Management
Georgia
$5.15M -$80.2K -371 -1%
VFA
720
Valeo Financial Advisors
Indiana
$5.12M -$126K -585 -0.8%
SAM
721
SP Asset Management
California
$5.1M
BWFA
722
Baltimore-Washington Financial Advisors
Maryland
$5.02M +$75.6K +350 +1%
SIM
723
Stratos Investment Management
Ohio
$5.02M +$623K +2,882 +13%
KCM
724
Kornitzer Capital Management
Kansas
$5.02M +$611K +2,826 +13%
GGHC
725
Gilder Gagnon Howe & Co
New York
$5.01M +$39.1K +181 +0.7%