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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
PCG
1026
Private Capital Group
Connecticut
$189K -$1.78K -12 -1%
Carson Wealth (CWM LLC)
1027
Carson Wealth (CWM LLC)
Nebraska
$187K -$21.4K -144 -11%
TFA
1028
Transamerica Financial Advisors
Florida
$182K -$10.1K -68 -6%
AIA
1029
Arcadia Investment Advisors
Idaho
$178K
SBL
1030
Sargent Bickham Lagudis
Colorado
$177K +$5.49K +37 +3%
First Manhattan
1031
First Manhattan
New York
$172K -$2.23K -15 -1%
GWM
1032
Geneos Wealth Management
Colorado
$171K -$11.7K -79 -7%
EMG
1033
ETF Managers Group
New Jersey
$154K -$504K -3,396 -78%
FRA
1034
Front Row Advisors
California
$153K -$76.7K -517 -31%
RE
1035
RBC Europe
United Kingdom
$152K +$77.6K +523 +121%
BBHC
1036
Brown Brothers Harriman & Co
New York
$152K -$17.2K -116 -11%
JCM
1037
Jacobi Capital Management
Pennsylvania
$145K -$2.67K -18 -2%
TL
1038
TrueWealth LLC
Georgia
$139K
JFA
1039
JNBA Financial Advisors
Minnesota
$137K -$144K -968 -53%
AOWM
1040
Alpha Omega Wealth Management
Virginia
$137K -$29.7K -200 -19%
CLM
1041
ClearBridge LLC (Maryland)
Maryland
$134K -$7.27K -49 -6%
PVH
1042
Psagot Value Holdings
Israel
$134K +$125K +840 New
YWP
1043
YorkBridge Wealth Partners
New York
$131K -$1.24M -8,367 -91%
HFM
1044
Hartford Financial Management
Connecticut
$130K -$2.97K -20 -2%
CFA
1045
Carroll Financial Associates
North Carolina
$130K
AIM
1046
Advantage Investment Management
Iowa
$129K +$105K +709 +709%
IWP
1047
Icon Wealth Partners
Texas
$125K -$21.4K -144 -15%
AI
1048
ArchPoint Investors
Florida
$123K +$115K +772 New
WSTAM
1049
Wilbanks Smith & Thomas Asset Management
Virginia
$119K +$111K +747 New
FANJ
1050
Financial Architects (New Jersey)
New Jersey
$116K