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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
1001
Partnervest Advisory Services
California
$567K +$46.4K +305 +9%
MC
1002
Miles Capital
Iowa
$566K -$12.3K -81 -2%
USAA
1003
United Services Automobile Association
Texas
$565K -$110M -726,357 -99%
VFPI
1004
Vantage Financial Partners (Illinois)
Illinois
$561K +$228K +1,500 +66%
FPA
1005
First Pacific Advisors
California
$557K +$53.2K +350 +10%
IIA
1006
IPG Investment Advisors
California
$551K +$8.36K +55 +2%
BCA
1007
Berman Capital Advisors
Georgia
$550K +$24.2K +159 +4%
PFPT
1008
Pinnacle Financial Partners (Tennessee)
Tennessee
$546K +$204K +1,343 +58%
FRM
1009
Fox Run Management
Connecticut
$542K +$555K +3,650 New
LOAMS
1010
Lombard Odier Asset Management (Switzerland)
Switzerland
$541K +$209K +1,372 +60%
FUBT
1011
First United Bank & Trust
Maryland
$534K +$13.7K +90 +3%
SCI
1012
S&CO Inc
Massachusetts
$531K -$48.6K -320 -8%
BPCE
1013
Bank Pictet & Cie (Europe)
Germany
$527K -$767K -5,049 -59%
CCM
1014
Coldstream Capital Management
Washington
$526K +$121K +795 +29%
PAS
1015
Park Avenue Securities
New York
$523K -$21.6K -142 -4%
Lazard Asset Management
1016
Lazard Asset Management
New York
$519K +$176K +1,156 +49%
OIA
1017
Optimum Investment Advisors
Illinois
$515K -$10.5K -69 -2%
TC
1018
Truvestments Capital
Florida
$513K +$155K +1,017 +42%
QCM
1019
Quantinno Capital Management
New York
$513K +$525K +3,455 New
JFGIW
1020
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$510K -$30.7K -202 -6%
CNBT
1021
Canandaigua National Bank & Trust
New York
$505K +$517K +3,401 New
CRWM
1022
Castle Rock Wealth Management
California
$504K -$185K -1,216 -28%
ACM
1023
Allred Capital Management
Texas
$503K -$164K -1,082 -24%
SG
1024
StoneX Group
New York
$496K +$31.6K +208 +7%
WI
1025
Wintrust Investments
Illinois
$493K +$23.3K +153 +5%