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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
EPW
851
Evolve Private Wealth
California
$3.26M -$269K -1,296 -7%
WIC
852
Woodmont Investment Counsel
Tennessee
$3.26M +$605K +2,918 +20%
AF
853
Arrow Financial
New York
$3.25M +$384K +1,852 +12%
CCM
854
Collar Capital Management
Wisconsin
$3.25M +$626K +3,022 +21%
SPC
855
Sigma Planning Corp
Michigan
$3.24M -$1.31M -6,346 -27%
GMA
856
Glassy Mountain Advisors
Maryland
$3.24M +$352K +1,699 +11%
GIA
857
Gateway Investment Advisers
Ohio
$3.23M -$7.78M -37,571 -68%
PWG
858
Portside Wealth Group
Utah
$3.23M +$1.02M +4,902 +40%
RCM
859
RNC Capital Management
California
$3.21M +$1.26M +6,097 +55%
Capstone Investment Advisors
860
Capstone Investment Advisors
New York
$3.2M +$1.59M +7,679 +81%
HZ
861
Hixon Zuercher
Ohio
$3.18M +$483K +2,332 +16%
SC
862
Sepio Capital
Utah
$3.18M +$226K +1,091 +7%
ITC
863
Inspire Trust Company
Nevada
$3.18M +$1.66K +8 +0%
SWP
864
Sagespring Wealth Partners
Tennessee
$3.17M +$26.5K +128 +0.8%
KC
865
Kepler Cheuvreux
$3.17M +$2.6M +12,568 +284%
JHCP
866
Jackson Hole Capital Partners
Oklahoma
$3.17M +$354K +1,710 +11%
PWS
867
Peloton Wealth Strategists
Indiana
$3.17M -$1.15M -5,550 -25%
MA
868
Modus Advisors
Minnesota
$3.17M +$294K +1,421 +9%
PF
869
Phoenix Financial
Israel
$3.16M -$3.73M -17,986 -51%
IFWM
870
Institute for Wealth Management
Colorado
$3.15M +$1.49M +7,212 +75%
QIM
871
Quantitative Investment Management
Virginia
$3.13M -$729K -3,520 -17%
BFS
872
Bradley Foster & Sargent
Connecticut
$3.1M -$4.76M -22,986 -58%
OL
873
Optas LLC
Texas
$3.1M -$135K -652 -4%
WMA
874
West Michigan Advisors
Michigan
$3.09M +$399K +1,925 +13%
NB
875
NBT Bank
New York
$3.09M +$317K +1,532 +10%