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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
1051
Sound View Wealth Advisors Group
Georgia
$1.53M +$186K +1,051 +13%
AF
1052
Allworth Financial
California
$1.53M +$855K +4,839 +109%
EWA
1053
EP Wealth Advisors
California
$1.52M +$314K +1,778 +24%
NFC
1054
Northeast Financial Consultants
Connecticut
$1.52M -$102K -575 -6%
SFP
1055
Shepherd Financial Partners
Massachusetts
$1.52M +$131K +743 +9%
BTI
1056
Blue Trust Inc
Georgia
$1.52M +$1.26M +7,158 New
QPW
1057
Quantum Private Wealth
Florida
$1.51M -$177 -1 -0%
V
1058
VeraBank
Texas
$1.51M +$15.9K +90 +1%
BOH
1059
Bank of Hawaii
Hawaii
$1.51M -$356K -2,015 -18%
CNBT
1060
Cornerstone National Bank & Trust
Illinois
$1.5M +$80.2K +454 +5%
MGIA
1061
Moneta Group Investment Advisors
Missouri
$1.5M +$167K +944 +12%
BWM
1062
Baystate Wealth Management
Massachusetts
$1.5M -$378K -2,137 -19%
LP
1063
Lloyd Park
Illinois
$1.49M +$524K +2,965 +49%
PTC
1064
Private Trust Company
Ohio
$1.49M -$615K -3,480 -28%
TIA
1065
Tiemann Investment Advisors
California
$1.49M +$21.2K +120 +1%
PIM
1066
Perpetual Investment Management
Australia
$1.49M -$606K -3,432 -28%
VFM
1067
Viking Fund Management
North Dakota
$1.49M
MMG
1068
Monetary Management Group
Missouri
$1.48M -$203K -1,150 -11%
FDS
1069
Freedom Day Solutions
Texas
$1.48M -$80.6K -456 -5%
AAP
1070
Ardsley Advisory Partners
Connecticut
$1.47M +$336K +1,900 +27%
USCWA
1071
U.S. Capital Wealth Advisors
Texas
$1.46M -$385K -2,179 -20%
GFG
1072
Greystone Financial Group
Michigan
$1.46M +$101K +569 +7%
Financial Engines Advisors
1073
Financial Engines Advisors
California
$1.45M +$47.4K +268 +3%
MTIC
1074
Missouri Trust & Investment Company
Missouri
$1.45M +$137K +775 +10%
FHB
1075
First Hawaiian Bank
Hawaii
$1.45M -$1.16M -6,540 -43%