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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
AF
726
Allworth Financial
California
$173K
HA
727
Harfst & Associates
Wyoming
$164K +$15.7K +180 +11%
SWA
728
Sutton Wealth Advisors
Florida
$161K +$1.57K +18 +1%
WA
729
WFG Advisors
Texas
$159K +$90.5K +1,039 +130%
JFA
730
JNBA Financial Advisors
Minnesota
$158K
EDRH
731
Edmond de Rothschild Holding
Switzerland
$154K -$224K -2,568 -59%
FPFS
732
First Personal Financial Services
North Carolina
$142K +$2.18K +25 +2%
AOWM
733
Alpha Omega Wealth Management
Virginia
$139K -$43.5K -500 -24%
MRCM
734
M&R Capital Management
New Jersey
$136K
GLI
735
Guardian Life Insurance
New York
$131K -$88.6K -1,017 -40%
SIAS
736
Shine Investment Advisory Services
Colorado
$130K +$131K +1,502 New
PSUF
737
People's United Financial
Connecticut
$127K +$47.9K +550 +60%
LWCFA
738
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$125K
WIM
739
Westside Investment Management
California
$124K -$8.71K -100 -7%
PCA
740
Peddock Capital Advisors
Massachusetts
$121K +$118K +1,350 +3,000%
CAL
741
Capital Analysts LLC
Pennsylvania
$110K +$13.6K +156 +14%
LNB
742
Ledyard National Bank
$94K
GBBWRPM
743
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$88K
First Manhattan
744
First Manhattan
New York
$86K
TWA
745
TCI Wealth Advisors
Arizona
$85K +$7.92K +91 +10%
QCG
746
Quadrant Capital Group
Ohio
$85K +$16.2K +186 +19%
ED
747
Exane Derivatives
France
$84.7K +$85.2K +978 New
EA
748
Edge Advisors
Georgia
$83K +$435 +5 +0.5%
WTB
749
Washington Trust Bank
Washington
$82K -$3.48K -40 -4%
FANJ
750
Financial Architects (New Jersey)
New Jersey
$78K -$104K -1,199 -57%