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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
S
1026
SignatureFD
Georgia
$1.68M -$101K -455 -5%
KF
1027
Krilogy Financial
Missouri
$1.68M +$748K +3,359 +74%
ACA
1028
Aptus Capital Advisors
Alabama
$1.67M +$55.7K +250 +3%
GAM
1029
Geier Asset Management
Maryland
$1.66M -$111K -499 -6%
CW
1030
CreativeOne Wealth
Kansas
$1.66M +$85.3K +383 +5%
ANRIA
1031
American National Registered Investment Advisor
Texas
$1.65M -$2.45K -11 -0.1%
ZB
1032
Zions Bancorporation
Utah
$1.65M +$233K +1,046 +16%
PCS
1033
Personal CFO Solutions
New Jersey
$1.64M +$304K +1,366 +21%
IA
1034
IFP Advisors
Florida
$1.64M +$194K +871 +13%
PFT
1035
Providence First Trust
Arizona
$1.62M -$21.1K -95 -1%
EB
1036
Eastern Bank
Massachusetts
$1.62M -$14.2M -63,907 -89%
FP
1037
Fiduciary Planning
Florida
$1.62M +$208K +934 +14%
NB
1038
Nicolet Bankshares
Wisconsin
$1.61M +$263K +1,181 +18%
TPWA
1039
TRUE Private Wealth Advisors
Oregon
$1.61M +$16K +72 +1%
BB
1040
Bell Bank
North Dakota
$1.61M +$25.6K +115 +2%
BWM
1041
BNC Wealth Management
Oregon
$1.61M +$54.5K +245 +3%
OPW
1042
Oxler Private Wealth
New York
$1.61M +$579K +2,600 +52%
MCM
1043
McKinley Capital Management
Alaska
$1.6M -$15.9M -71,242 -90%
AF
1044
Aldebaran Financial
$1.6M +$11.1K +50 +0.7%
IUHSA
1045
Itau Unibanco Holding S.A.
Brazil
$1.6M -$543K -2,439 -24%
SGI
1046
Summit Global Investments
Utah
$1.59M -$2.17M -9,734 -56%
MA
1047
Modus Advisors
Minnesota
$1.59M +$275K +1,236 +20%
JSL
1048
JT Stratford LLC
Georgia
$1.58M +$94.6K +425 +6%
NL
1049
Navalign LLC
California
$1.58M +$1.66M +7,454 New
NL
1050
NVWM LLC
Pennsylvania
$1.58M -$753K -3,384 -31%