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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
ZCI
926
Zevenbergen Capital Investments
Washington
$4.12M
CIC
927
Concord Investment Counsel
California
$4.12M +$4.38M +17,370 New
GWM
928
Geneos Wealth Management
Colorado
$4.11M -$791K -3,138 -15%
GIA
929
Gladstone Institutional Advisory
Florida
$4.1M -$1.44M -5,697 -25%
HBT
930
Hills Bank & Trust
Iowa
$4.09M -$120K -476 -3%
VA
931
VestGen Advisors
Illinois
$4.09M -$1.01M -4,014 -19%
HW
932
Hancock Whitney
Mississippi
$4.08M -$576K -2,283 -12%
LW
933
Linscomb Wealth
Texas
$4.07M +$176K +696 +4%
LP
934
LMR Partners
United Kingdom
$4.04M +$4.3M +17,034 New
PAM
935
Pegasus Asset Management
New York
$4.03M +$79.2K +314 +2%
CT
936
Caldwell Trust
Florida
$4.03M -$263K -1,044 -6%
SCM
937
Sterling Capital Management
North Carolina
$4M -$4.87M -19,318 -53%
ACM
938
Aljian Capital Management
Nevada
$3.99M +$80.5K +319 +2%
GMFG
939
Greater Midwest Financial Group
Minnesota
$3.99M -$1.87M -7,405 -31%
RWA
940
Roberts Wealth Advisors
California
$3.97M +$74.4K +295 +2%
SCP
941
Sandhill Capital Partners
New York
$3.96M -$21.9K -87 -0.5%
PCM
942
Parsons Capital Management
Rhode Island
$3.96M +$114K +451 +3%
FHA
943
Flagship Harbor Advisors
Massachusetts
$3.95M -$435K -1,723 -9%
OHIS
944
Oak Harvest Investment Services
Texas
$3.94M -$321K -1,271 -7%
SAM
945
Secure Asset Management
Michigan
$3.91M +$1.74M +6,897 +71%
SC
946
SouthState Corp
Florida
$3.91M -$174K -689 -4%
JHCP
947
Jackson Hole Capital Partners
Oklahoma
$3.89M +$290K +1,149 +8%
HWAM
948
Hennion & Walsh Asset Management
New Jersey
$3.88M +$134K +532 +3%
EDRH
949
Edmond de Rothschild Holding
Switzerland
$3.86M +$130K +516 +3%
IRAG
950
Investment Research & Advisory Group
Georgia
$3.84M +$240K +951 +6%