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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
1026
Institutional & Family Asset Management
Colorado
$49K +$14K +110 +44%
SMFS
1027
Squar Milner Financial Services
California
$49K +$46.1K +361 New
WPA
1028
West Paces Advisors
Georgia
$48.3K +$1.66K +13 +4%
CPIG
1029
Chicago Partners Investment Group
Illinois
$48K
Lazard Asset Management
1030
Lazard Asset Management
New York
$47K
SIM
1031
Sonora Investment Management
Arizona
$46K
EARNEST Partners
1032
EARNEST Partners
Georgia
$46K +$4.46K +35 +12%
WA
1033
WP Advisors
California
$45K +$42.1K +330 New
AssetMark Inc
1034
AssetMark Inc
California
$44K
PCTC
1035
Perkins Coie Trust Company
Washington
$44K
ACS
1036
Archford Capital Strategies
Illinois
$44K +$12K +94 +41%
AAP
1037
Arax Advisory Partners
Colorado
$44K +$21.9K +172 +110%
JG
1038
Jefferies Group
New York
$43K -$22.6M -177,478 -100%
PCP
1039
Proficio Capital Partners
Massachusetts
$42K -$255 -2 -0.6%
WAP
1040
Wealthcare Advisory Partners
Pennsylvania
$42K +$8.04K +63 +26%
RWM
1041
Raffa Wealth Management
District of Columbia
$41.2K
PGWM
1042
Parisi Gray Wealth Management
New Jersey
$41K
PCA
1043
Providence Capital Advisors
North Carolina
$40K
RA
1044
Rational Advisors
New York
$39K -$6.38K -50 -15%
CB
1045
Community Bank
New York
$39K
TG
1046
TLP Group
Illinois
$38K -$105K -822 -75%
TFO
1047
Tarbox Family Office
California
$37K +$638 +5 +2%
ATC
1048
Adirondack Trust Company
New York
$37K +$1.91K +15 +6%
ACA
1049
Atlas Capital Advisors
Wyoming
$35.1K
LJHT
1050
Laurie J. Hall Trustee
$34K