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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
GSP
701
Grafton Street Partners
Florida
$7.69M -$4.1M -16,000 -36%
LNWWM
702
Laird Norton Wetherby Wealth Management
California
$7.65M +$106K +413 +1%
BRWA
703
B. Riley Wealth Advisors
Florida
$7.64M -$252K -983 -3%
CIA
704
Concurrent Investment Advisors
Florida
$7.6M +$381K +1,486 +3%
DA
705
Dillon & Associates
Michigan
$7.56M +$214K +836 +3%
PS
706
Principal Securities
Iowa
$7.5M -$2.14M -8,337 -23%
SAM
707
Shell Asset Management
Netherlands
$7.46M +$6.98M +27,248 New
SWM
708
Selective Wealth Management
Virginia
$7.41M -$489K -1,908 -7%
EWM
709
Evercore Wealth Management
New York
$7.4M -$30K -117 -0.4%
SM
710
Selkirk Management
New Jersey
$7.39M
FTDI
711
First Trust Direct Indexing
Massachusetts
$7.37M +$1.16M +4,526 +20%
LOAMS
712
Lombard Odier Asset Management (Switzerland)
Switzerland
$7.34M +$437K +1,708 +7%
FFP
713
FourThought Financial Partners
Florida
$7.33M +$234K +912 +4%
EF
714
Empowered Funds
Pennsylvania
$7.31M -$7.8M -30,433 -53%
BFG
715
Bleakley Financial Group
New Jersey
$7.31M +$414K +1,615 +6%
PF
716
Phoenix Financial
Israel
$7.31M +$713K +2,784 +12%
AUB
717
Atlantic Union Bankshares
Virginia
$7.29M +$1.17M +4,564 +21%
GAAM
718
Guinness Atkinson Asset Management
California
$7.28M +$11.5K +45 +0.2%
CCM
719
Cohen Capital Management
California
$7.24M +$143K +560 +2%
CAM
720
ClariVest Asset Management
California
$7.23M
IMC Chicago
721
IMC Chicago
Illinois
$7.18M +$6.72M +26,248 New
AF
722
Arrow Financial
New York
$7.18M +$252K +985 +4%
SBIA
723
Sheaff Brock Investment Advisors
Indiana
$7.17M +$158K +615 +2%
CIP
724
Chartwell Investment Partners
Pennsylvania
$7.14M -$1.39M -5,433 -17%
Squarepoint
725
Squarepoint
New York
$7.14M -$25.6M -99,778 -79%