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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
826
Philadelphia Trust Company
Pennsylvania
$3.56M +$71.4K +310 +2%
BFIM
827
Beese Fulmer Investment Management
Ohio
$3.56M +$501K +2,174 +18%
CG
828
Colony Group
Massachusetts
$3.56M -$291K -1,261 -8%
AFA
829
Arlington Financial Advisors
California
$3.56M +$219K +949 +7%
BCM
830
Brookstone Capital Management
Illinois
$3.55M +$2.99M +12,970 +822%
PRWA
831
Platte River Wealth Advisors
Colorado
$3.55M +$132K +572 +4%
MFS
832
Mirabella Financial Services
United Kingdom
$3.54M +$1.19M +5,142 +55%
STA
833
Summit Trail Advisors
New York
$3.54M -$368K -1,595 -10%
GCM
834
Geneva Capital Management
Wisconsin
$3.52M -$13.1K -57 -0.4%
SWM
835
SeaCrest Wealth Management
New York
$3.5M -$6.91K -30 -0.2%
HWAM
836
Hennion & Walsh Asset Management
New Jersey
$3.47M -$44.9K -195 -1%
LW
837
Linscomb Wealth
Texas
$3.47M +$190K +824 +6%
1IA
838
1834 Investment Advisors
Wisconsin
$3.47M +$522K +2,266 +19%
PJSIMP
839
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.46M -$18K -78 -0.6%
EBT
840
Enterprise Bank & Trust
Massachusetts
$3.45M +$28.1K +122 +0.9%
AFC
841
AFT Forsyth & Company
Florida
$3.44M -$199K -865 -6%
ERWM
842
Elk River Wealth Management
Colorado
$3.44M +$44.5K +193 +1%
MIS
843
Morningstar Investment Services
Illinois
$3.43M -$3.51M -15,221 -52%
Capstone Investment Advisors
844
Capstone Investment Advisors
New York
$3.4M -$22.8M -98,720 -88%
WG
845
Winton Group
United Kingdom
$3.4M +$3.21M +13,924 New
SIM
846
Stratos Investment Management
Ohio
$3.39M +$282K +1,223 +10%
HNW
847
High Note Wealth
Minnesota
$3.38M -$63.6K -276 -2%
TC
848
Tsai Capital
New York
$3.37M -$243K -1,054 -7%
TCM
849
Teza Capital Management
Illinois
$3.36M +$3.17M +13,763 New
LSPW
850
Lake Street Private Wealth
Illinois
$3.35M +$60.8K +264 +2%