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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
801
Bessemer Group
New Jersey
$36K -$46.6K -507 -57%
AP
802
Atwood & Palmer
Missouri
$36K
BDWM
803
Brewin Dolphin Wealth Management
Ireland
$36K +$35.4K +385 New
HI
804
Hudock Inc
Pennsylvania
$35K
JCM
805
Jacobi Capital Management
Pennsylvania
$35K +$7.36K +80 +29%
NC
806
NewSquare Capital
Pennsylvania
$33K +$32.2K +350 New
Lazard Asset Management
807
Lazard Asset Management
New York
$32K -$1.56K -17 -5%
WPA
808
West Paces Advisors
Georgia
$31.9K -$204K -2,215 -87%
SIM
809
Sonora Investment Management
Arizona
$31.2K -$31.7K -345 -51%
FANJ
810
Financial Architects (New Jersey)
New Jersey
$31K -$52.6K -572 -63%
PCTC
811
Perkins Coie Trust Company
Washington
$30K
RFA
812
Reilly Financial Advisors
California
$30K
RE
813
RBC Europe
United Kingdom
$29.7K +$29.3K +318 New
AA
814
AlphaMark Advisors
Kentucky
$28K
PCP
815
Proficio Capital Partners
Massachusetts
$27K +$460 +5 +2%
MCM
816
Manchester Capital Management
Vermont
$24K
RWM
817
Raffa Wealth Management
District of Columbia
$23.4K
CPIG
818
Chicago Partners Investment Group
Illinois
$23K -$5.34K -58 -19%
PFO
819
Pathstone Family Office
New Jersey
$22K -$16.7K -181 -43%
PFGIA
820
Patriot Financial Group Insurance Agency
Massachusetts
$22K -$276 -3 -1%
WAP
821
Wealthcare Advisory Partners
Pennsylvania
$22K +$21.7K +236 New
ATC
822
Adirondack Trust Company
New York
$21K
TFO
823
Tarbox Family Office
California
$21K +$2.58K +28 +14%
LA
824
Legacy Advisors
Pennsylvania
$21K +$21.1K +229 New
ANBT
825
American National Bank & Trust
Texas
$20K