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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
951
Center for Financial Planning
Michigan
$911K +$878K +5,602 New
KAM
952
Karani Asset Management
New York
$908K +$876K +5,585 New
B
953
Barings
North Carolina
$905K -$139K -887 -14%
MFG
954
MidWestOne Financial Group
Iowa
$902K -$24.8K -158 -3%
AC
955
Avestar Capital
New York
$902K +$147K +939 +20%
LSA
956
L & S Advisors
California
$901K -$3.14M -20,057 -78%
IIA
957
IPG Investment Advisors
California
$895K +$281K +1,795 +48%
Fiera Capital (Canada)
958
Fiera Capital (Canada)
Quebec, Canada
$895K -$142K -908 -14%
VLKIM
959
Van Lanschot Kempen Investment Management
Netherlands
$895K +$863K +5,504 New
Lido Advisors
960
Lido Advisors
California
$890K +$374K +2,383 +77%
CHAM
961
Clear Harbor Asset Management
Connecticut
$889K -$26.6K -170 -3%
HIIFS
962
Harel Insurance Investments & Financial Services
Israel
$884K +$742K +4,733 +676%
CLOS
963
Compagnie Lombard Odier SCmA
Switzerland
$877K -$1.56M -9,970 -65%
SWMG
964
Strategic Wealth Management Group
Maryland
$867K +$3.92K +25 +0.5%
Assenagon Asset Management
965
Assenagon Asset Management
Luxembourg
$857K +$826K +5,271 New
DA
966
Duality Advisers
Florida
$857K +$826K +5,271 New
CT
967
Coastline Trust
Rhode Island
$852K -$204K -1,300 -20%
CBT
968
Capital Bank & Trust
California
$852K -$33.2K -212 -4%
RAM
969
Redmond Asset Management
Virginia
$852K +$18.3K +117 +2%
LB
970
Legacy Bridge
Iowa
$852K +$21.9K +140 +3%
ATC
971
Argent Trust Co
Tennessee
$849K +$14.9K +95 +2%
BRG
972
Bay Rivers Group
Virginia
$847K +$816K +5,205 New
BWM
973
BigSur Wealth Management
Florida
$846K
HCM
974
Highlander Capital Management
New Jersey
$842K +$62.7K +400 +8%
MWM
975
Meridian Wealth Management
Kentucky
$840K -$13.8K -88 -2%