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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
BG
1051
Berry Group
Massachusetts
$1.31M +$127K +578 +12%
CAM
1052
CenterStar Asset Management
Illinois
$1.31M
IDBONY
1053
Israel Discount Bank of New York
New York
$1.3M -$102K -466 -8%
GDP
1054
Great Diamond Partners
Maine
$1.3M -$12.3K -56 -1%
EWM
1055
Elmwood Wealth Management
California
$1.3M
DAM
1056
Doheny Asset Management
California
$1.29M -$97.4K -445 -8%
ATPW
1057
Ashton Thomas Private Wealth
Arizona
$1.29M +$274K +1,252 +32%
KMWM
1058
Keudell/Morrison Wealth Management
Oregon
$1.28M -$25.6K -117 -2%
SBIA
1059
Sheaff Brock Investment Advisors
Indiana
$1.28M +$211K +965 +23%
CNBT
1060
Cornerstone National Bank & Trust
Illinois
$1.28M -$28.2K -129 -2%
EWM
1061
EPG Wealth Management
Georgia
$1.27M -$70.5K -322 -6%
MIM
1062
Moseley Investment Management
Florida
$1.27M +$54.1K +247 +5%
GFP
1063
Gryphon Financial Partners
Ohio
$1.27M +$8.32K +38 +0.8%
BCM
1064
Bienville Capital Management
New York
$1.27M
WF
1065
Welch & Forbes
Massachusetts
$1.27M +$58.7K +268 +6%
Fiera Capital (Canada)
1066
Fiera Capital (Canada)
Quebec, Canada
$1.27M -$130K -593 -11%
WEC
1067
Winslow Evans & Crocker
Massachusetts
$1.27M +$144K +659 +15%
MWM
1068
Mission Wealth Management
California
$1.26M +$37K +169 +3%
TLCM
1069
Tiger Legatus Capital Management
New York
$1.26M -$6.57M -30,000 -86%
KPF
1070
K2 Principal Fund
Ontario, Canada
$1.26M +$1.09M +5,000 New
IFG
1071
Investors Financial Group
Minnesota
$1.25M -$165K -752 -13%
LSAG
1072
Lake Street Advisors Group
New Hampshire
$1.25M +$15.5K +71 +1%
BBHC
1073
Brown Brothers Harriman & Co
New York
$1.25M -$2.19K -10 -0.2%
CCM
1074
Compton Capital Management
Rhode Island
$1.25M
PAS
1075
Partnervest Advisory Services
California
$1.24M +$44.4K +203 +4%