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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
776
Regal Investment Advisors
Michigan
$2.41M +$2.17M +12,885 New
DAS
777
Dynamic Advisor Solutions
Arizona
$2.41M +$167K +989 +8%
NCGI
778
Next Century Growth Investors
Minnesota
$2.4M
OGC
779
Oak Grove Capital
New Hampshire
$2.38M -$2.18M -12,950 -50%
TCM
780
Teza Capital Management
Illinois
$2.37M +$1.82M +10,825 +598%
LBD
781
Landsberg Bennett & Dubbaneh
Florida
$2.37M +$222K +1,320 +11%
LW
782
Linscomb Wealth
Texas
$2.37M +$692K +4,104 +48%
BCM
783
Boltwood Capital Management
California
$2.36M -$55.6K -330 -3%
SNB
784
Security National Bank
Nebraska
$2.35M +$467K +2,774 +28%
DADC
785
D.A. Davidson & Co
Montana
$2.35M -$397K -2,356 -16%
HAG
786
HighPoint Advisor Group
Illinois
$2.35M -$541K -3,212 -21%
WCM
787
Wisconsin Capital Management
Wisconsin
$2.35M +$217K +1,285 +11%
KC
788
Knuff & Co
California
$2.34M +$1.72M +10,186 +445%
CI
789
Conning Inc
Connecticut
$2.33M -$23.6K -140 -1%
MCM
790
MAI Capital Management
Ohio
$2.31M -$18.4K -109 -0.9%
CIG
791
Consolidated Investment Group
Colorado
$2.3M +$286K +1,700 +16%
SWM
792
SeaCrest Wealth Management
New York
$2.3M +$84.9K +504 +4%
AC
793
Avestar Capital
New York
$2.29M +$974K +5,783 +90%
CG
794
Caprock Group
Idaho
$2.29M +$255K +1,515 +14%
WANY
795
Wealthspire Advisors (New York)
New York
$2.28M -$301K -1,784 -13%
QCG
796
Quadrant Capital Group
Ohio
$2.28M +$1.21M +7,188 +144%
BHIA
797
Birch Hill Investment Advisors
Massachusetts
$2.27M +$29.8K +177 +1%
GIA
798
Granite Investment Advisors
New Hampshire
$2.26M +$62.3K +370 +3%
Koshinski Asset Management
799
Koshinski Asset Management
Illinois
$2.26M +$192K +1,137 +10%
H
800
HoyleCohen
California
$2.26M +$109K +646 +6%