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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
1026
Strategic Wealth Management Group
Maryland
$992K +$1.52K +9 +0.2%
Citadel Advisors
1027
Citadel Advisors
Florida
$991K -$85M -504,576 -99%
CG
1028
Cutler Group
California
$989K -$2.34M -13,872 -72%
TCM
1029
Tuttle Capital Management
Connecticut
$989K +$889K +5,278 New
AT
1030
Arden Trust
Delaware
$982K +$159K +946 +22%
KMWM
1031
Keudell/Morrison Wealth Management
Oregon
$980K +$20.4K +121 +2%
GDP
1032
Great Diamond Partners
Maine
$978K +$403K +2,392 +84%
CNBT
1033
Cornerstone National Bank & Trust
Illinois
$976K -$25.9K -154 -3%
GAM
1034
Greenwoods Asset Management
Cayman Islands
$974K -$808K -4,793 -48%
BZWA
1035
Blue Zone Wealth Advisors
California
$973K +$875K +5,192 New
WI
1036
Wintrust Investments
Illinois
$965K -$395K -2,344 -31%
WSFS
1037
Wilmington Savings Fund Society
Delaware
$964K -$30.3K -180 -3%
BCM
1038
Bienville Capital Management
New York
$947K +$96.9K +575 +13%
BWM
1039
BigSur Wealth Management
Florida
$946K -$25.3K -150 -3%
SMFS
1040
Squar Milner Financial Services
California
$946K +$162K +959 +23%
GFP
1041
Gryphon Financial Partners
Ohio
$943K -$68.7K -408 -8%
WC
1042
Wexford Capital
Florida
$937K +$842K +5,000 New
CBT
1043
Capital Bank & Trust
California
$935K -$42.5K -252 -5%
BBHC
1044
Brown Brothers Harriman & Co
New York
$934K +$126K +749 +18%
WI
1045
WrapManager Inc
California
$933K +$31.8K +189 +4%
IWC
1046
Integrated Wealth Concepts
Massachusetts
$933K +$163K +970 +24%
CCM
1047
Compton Capital Management
Rhode Island
$929K
JHCP
1048
Jackson Hole Capital Partners
Oklahoma
$926K +$833K +4,943 New
LSAG
1049
Lake Street Advisors Group
New Hampshire
$920K +$163K +970 +25%
FUBT
1050
First United Bank & Trust
Maryland
$916K -$8.43K -50 -1%