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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
BB
976
Berkshire Bank
Massachusetts
$1.31M -$493K -3,380 -25%
MFG
977
Merit Financial Group
Georgia
$1.3M +$61K +418 +4%
ONSWM
978
Old North State Wealth Management
North Carolina
$1.3M -$304K -2,080 -18%
QPW
979
Quantum Private Wealth
Florida
$1.3M +$12K +82 +0.8%
MA
980
Mutual Advisors
Nebraska
$1.29M -$29.2K -200 -2%
IRAG
981
Investment Research & Advisory Group
Georgia
$1.29M -$740K -5,070 -34%
Koshinski Asset Management
982
Koshinski Asset Management
Illinois
$1.28M -$110K -754 -7%
AFG
983
Alterity Financial Group
Maine
$1.28M -$35.8K -245 -2%
TIA
984
Tiemann Investment Advisors
California
$1.28M +$60.6K +415 +5%
AMCA
985
Arthur M. Cohen & Associates
Illinois
$1.27M -$17.5K -120 -1%
BB
986
Bell Bank
North Dakota
$1.26M -$69.8K -478 -5%
GKFF
987
George Kaiser Family Foundation
Oklahoma
$1.26M +$309K +2,119 +29%
CWMU
988
Caliber Wealth Management (Utah)
Utah
$1.26M -$130K -894 -9%
CA
989
Callahan Advisors
Texas
$1.25M +$21.4K +147 +2%
SWM
990
Spire Wealth Management
Virginia
$1.25M -$404K -2,769 -23%
AFC
991
AFT Forsyth & Company
Florida
$1.25M -$51.8K -355 -4%
NFG
992
Nations Financial Group
Iowa
$1.25M +$25.2K +173 +2%
CCM
993
Coldstream Capital Management
Washington
$1.25M +$1.37M +9,407 New
IFWM
994
Institute for Wealth Management
Colorado
$1.25M -$165K -1,130 -11%
BFA
995
BBJS Financial Advisors
Washington
$1.24M +$1.37M +9,376 New
KFS
996
Kaizen Financial Strategies
California
$1.23M -$547K -3,750 -31%
VWA
997
V Wealth Advisors
Kansas
$1.23M -$59.4K -407 -4%
Financial Engines Advisors
998
Financial Engines Advisors
California
$1.22M +$25.5K +175 +2%
RMC
999
Resources Management Corp
Connecticut
$1.22M -$159K -1,092 -11%
SBH
1000
Segall Bryant & Hamill
Illinois
$1.22M -$143K -979 -10%