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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
PWSG
1051
Pacific Wealth Strategies Group
California
$912K +$10.1K +60 +1%
Vanguard Personalized Indexing Management
1052
Vanguard Personalized Indexing Management
California
$912K +$330K +1,960 +67%
MWM
1053
Mission Wealth Management
California
$909K -$28.3K -168 -3%
CF
1054
Centaurus Financial
California
$907K +$59.3K +352 +8%
MIM
1055
Moseley Investment Management
Florida
$903K +$18.9K +112 +2%
SIG
1056
Sargent Investment Group
Maryland
$902K
BS
1057
Bessemer Securities
New York
$899K
WF
1058
Welch & Forbes
Massachusetts
$898K +$65.7K +390 +9%
SMFG
1059
Sumitomo Mitsui Financial Group
Japan
$897K +$713K +4,232 +639%
SVCP
1060
Silicon Valley Capital Partners
California
$894K -$86.4K -513 -10%
W
1061
WealthStone
Ohio
$892K +$803K +4,763 New
PA
1062
Procyon Advisors
Connecticut
$888K +$77K +457 +11%
CIAS
1063
Capital Investment Advisory Services
North Carolina
$887K +$17.7K +105 +2%
PAS
1064
Partnervest Advisory Services
California
$887K +$34K +202 +4%
SRC
1065
Sage Rhino Capital
California
$886K +$70.9K +421 +10%
CAMG
1066
CWA Asset Management Group
Florida
$881K -$16.3K -97 -2%
BG
1067
Berry Group
Massachusetts
$871K +$68.2K +405 +10%
RHP
1068
Royal Harbor Partners
Texas
$871K +$784K +4,652 New
BRA
1069
Blue Rock Advisors
Minnesota
$868K +$781K +4,635 New
ACM
1070
Allred Capital Management
Texas
$867K +$164K +975 +27%
CCG
1071
Ceeto Capital Group
Florida
$862K +$58.8K +349 +8%
EMG
1072
ETF Managers Group
New Jersey
$859K -$279K -1,657 -26%
ABC
1073
Associated Banc-Corp
Wisconsin
$849K +$39.3K +233 +5%
BPA
1074
Beacon Pointe Advisors
California
$843K +$333K +1,976 +78%
RCAG
1075
Rehmann Capital Advisory Group
Michigan
$841K +$88.3K +524 +13%