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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
QCM
1001
Quantinno Capital Management
New York
$1.74M +$978K +5,533 +110%
GBT
1002
Grove Bank & Trust
Florida
$1.74M -$111K -626 -6%
ONSWM
1003
Old North State Wealth Management
North Carolina
$1.73M +$1.85M +10,482 New
TAM
1004
Trust Asset Management
Texas
$1.73M +$171K +968 +10%
EFM
1005
E Fund Management
China
$1.73M -$5.83K -33 -0.3%
CCA
1006
Checchi Capital Advisers
California
$1.73M +$291K +1,645 +21%
DPIM
1007
Duff & Phelps Investment Management
Illinois
$1.72M
IIA
1008
IPG Investment Advisors
California
$1.72M +$9.01K +51 +0.5%
SBH
1009
Segall Bryant & Hamill
Illinois
$1.72M +$43.6K +247 +2%
PJSIMP
1010
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.71M -$481K -2,720 -22%
SC
1011
Savant Capital
Illinois
$1.71M +$66.3K +375 +4%
BPGAM
1012
BTG Pactual Global Asset Management
Bermuda
$1.71M -$126K -714 -6%
LTI
1013
Laffer Tengler Investments
Tennessee
$1.7M +$252K +1,426 +16%
IWS
1014
Insight Wealth Strategies
California
$1.7M +$15.9K +90 +0.9%
WI
1015
Wahed Invest
New York
$1.69M -$148K -837 -8%
RMC
1016
Resources Management Corp
Connecticut
$1.68M +$76.9K +435 +4%
WF
1017
Welch & Forbes
Massachusetts
$1.67M -$177K -1,000 -9%
CPC
1018
Consolidated Planning Corp
Georgia
$1.67M +$1.79M +10,117 New
NG
1019
Northstar Group
New York
$1.67M -$124K -702 -6%
CWMU
1020
Caliber Wealth Management (Utah)
Utah
$1.66M -$111K -626 -6%
FMAEN1
1021
Fund Management at Engine No 1
California
$1.66M +$299K +1,694 +20%
LSAG
1022
Lake Street Advisors Group
New Hampshire
$1.65M -$121K -685 -6%
NB
1023
Nicolet Bankshares
Wisconsin
$1.65M +$141K +800 +9%
AFG
1024
Alterity Financial Group
Maine
$1.65M +$1.76M +9,975 New
Koshinski Asset Management
1025
Koshinski Asset Management
Illinois
$1.64M +$25.4K +144 +1%