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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
Davenport & Co
701
Davenport & Co
Virginia
$8.16M +$2.23M +8,858 +35%
Whittier Trust
702
Whittier Trust
California
$8.16M -$1.35M -5,334 -14%
KA
703
Kintegral Advisory
New York
$8.12M -$38.6K -153 -0.4%
TFIPS
704
Towarzystwo Funduszy Inwestycyjnych PZU SA
$8.04M +$234K +926 +3%
Diversify Wealth Management
705
Diversify Wealth Management
Utah
$8.03M +$307K +1,217 +4%
Stratos Wealth Partners
706
Stratos Wealth Partners
Ohio
$8.02M +$376K +1,489 +5%
Valeo Financial Advisors
707
Valeo Financial Advisors
Indiana
$8.02M -$112K -443 -1%
Empirical Finance
708
Empirical Finance
Pennsylvania
$8M +$81.5K +323 +1%
AHC
709
Adell Harriman & Carpenter
Texas
$7.96M -$845K -3,352 -9%
YC
710
Yarbrough Capital
Tennessee
$7.94M -$7.94M -31,467 -48%
HPIA
711
Hamilton Point Investment Advisors
North Carolina
$7.93M +$8.42M +33,390 New
Dakota Wealth Management
712
Dakota Wealth Management
Florida
$7.91M +$717K +2,843 +9%
Hantz Financial Services
713
Hantz Financial Services
Michigan
$7.87M -$904K -3,585 -10%
PTC
714
Philadelphia Trust Company
Pennsylvania
$7.84M +$99.4K +394 +1%
Great Valley Advisor Group
715
Great Valley Advisor Group
Delaware
$7.84M -$3.59M -14,234 -30%
NAMM
716
NorthStar Asset Management (Massachusetts)
Massachusetts
$7.81M +$58K +230 +0.7%
RWA
717
River Wealth Advisors
Pennsylvania
$7.79M -$174K -688 -2%
NG
718
Norden Group
Utah
$7.78M +$6.73M +26,674 +433%
TCM
719
Thames Capital Management
New Jersey
$7.75M – – –
HCM
720
Harvey Capital Management
Florida
$7.73M +$1.24M +4,905 +18%
Bessemer Group
721
Bessemer Group
New Jersey
$7.73M +$536K +2,124 +7%
SIM
722
Seaview Investment Managers
Florida
$7.65M -$2.07M -8,196 -20%
Oppenheimer Asset Management
723
Oppenheimer Asset Management
New York
$7.64M -$11.3M -44,943 -58%
Level Four Advisory Services
724
Level Four Advisory Services
Texas
$7.54M +$58.3K +231 +0.7%
FC
725
FORA Capital
Florida
$7.52M -$2.3M -9,100 -22%