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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
CK
776
Cohen Klingenstein
New York
$9.13M -$319K -1,000 -4%
EWM
777
Evercore Wealth Management
New York
$9.12M +$79.8K +250 +0.9%
CCMG
778
Clark Capital Management Group
Pennsylvania
$9.03M +$1.02M +3,185 +13%
SM
779
Selkirk Management
New Jersey
$9.03M
FNT
780
First National Trust
Pennsylvania
$9.02M -$1.33M -4,158 -13%
HWM
781
HB Wealth Management
Georgia
$8.93M +$853K +2,674 +11%
CCM
782
Cohen Capital Management
California
$8.85M
AF
783
Arrow Financial
New York
$8.77M -$3.83K -12 -0%
QFMHK
784
Q Fund Management (Hong Kong)
$8.73M +$8.33M +26,100 New
MWM
785
Modera Wealth Management
New Jersey
$8.66M +$498K +1,559 +6%
MIS
786
Morningstar Investment Services
Illinois
$8.61M -$78.9M -247,116 -91%
CIA
787
Concurrent Investment Advisors
Florida
$8.61M -$641K -2,008 -4%
FNT
788
First Nebraska Trust
Nebraska
$8.6M +$78.2K +245 +1%
BJL
789
Brighton Jones LLC
Washington
$8.58M +$990K +3,102 +14%
SPC
790
Sigma Planning Corp
Michigan
$8.57M +$197K +617 +2%
SA
791
Strategic Advisors
New York
$8.54M +$70.8K +222 +0.9%
CTC
792
Central Trust Company
Missouri
$8.51M +$590K +1,850 +8%
VVP
793
Venture Visionary Partners
Ohio
$8.49M +$722K +2,262 +10%
HCM
794
Harvey Capital Management
Florida
$8.46M -$1.22M -3,830 -13%
HAG
795
HighPoint Advisor Group
Illinois
$8.44M +$902K +2,826 +12%
BG
796
BDF Gestion
France
$8.4M -$1.04M -3,266 -11%
MWM
797
Meridian Wealth Management
Kentucky
$8.4M +$448K +1,405 +6%
Impax Asset Management Group
798
Impax Asset Management Group
United Kingdom
$8.4M -$19.7M -61,828 -71%
AAM
799
Advisors Asset Management
Colorado
$8.36M +$936K +2,933 +13%
LSA
800
L & S Advisors
California
$8.34M +$5.92M +18,542 +290%