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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
MA
851
Montag & Associates
Georgia
$595K +$63.8K +464 +12%
PWMG
852
Prestige Wealth Management Group
New Jersey
$595K +$598K +4,345 New
IDBONY
853
Israel Discount Bank of New York
New York
$592K -$149K -1,080 -20%
KWM
854
Kingsview Wealth Management
Oregon
$585K -$297K -2,157 -34%
LB
855
Legacy Bridge
Iowa
$585K +$587K +4,271 New
IBOK
856
Independence Bank of Kentucky
Kentucky
$582K -$103K -750 -15%
MWM
857
Meridian Wealth Management
Kentucky
$582K +$85.3K +620 +17%
O
858
Ossiam
France
$581K +$583K +4,241 New
GBT
859
Grove Bank & Trust
Florida
$574K +$11.8K +86 +2%
NDSI
860
Newman Dignan & Sheerar Inc
Rhode Island
$572K +$145K +1,056 +34%
I
861
INVST
Indiana
$571K +$2.75K +20 +0.5%
EFS
862
Essex Financial Services
Connecticut
$567K +$19.8K +144 +4%
EAM
863
Eagle Asset Management
Florida
$567K +$99.6K +724 +21%
MCM
864
MAI Capital Management
Ohio
$565K +$8.25K +60 +1%
BUB
865
BBVA USA Bancshares
Texas
$564K -$51.4K -374 -8%
Lido Advisors
866
Lido Advisors
California
$563K -$131K -949 -19%
IP
867
Intellectus Partners
California
$562K -$184K -1,340 -25%
FHA
868
Flagship Harbor Advisors
Massachusetts
$561K -$107K -779 -16%
WF
869
Welch & Forbes
Massachusetts
$560K
GFP
870
Gryphon Financial Partners
Ohio
$559K -$47.9K -348 -8%
TC
871
Telemus Capital
Michigan
$558K +$193K +1,400 +52%
FIM
872
Freedom Investment Management
Connecticut
$552K +$88.4K +643 +19%
IIM
873
Intact Investment Management
Quebec, Canada
$548K
WAM
874
Wealthspire Advisors (Maryland)
Maryland
$546K +$9.9K +72 +2%
SCI
875
S&CO Inc
Massachusetts
$544K -$45.4K -330 -8%