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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
1076
Global Retirement Partners
California
$81K +$54K +364 +246%
DSC
1077
Duncker Streett & Co
Missouri
$80K
GSC
1078
G&S Capital
Colorado
$80K
HCM
1079
Highlander Capital Management
New Jersey
$80K
HRC
1080
Hoertkorn Richard Charles
$80K
ECM
1081
Exchange Capital Management
Michigan
$80K +$37.1K +250 +100%
TC
1082
Truvestments Capital
Florida
$78K +$72.6K +489 New
RFA
1083
Reilly Financial Advisors
California
$77K
SFG
1084
SevenBridge Financial Group
Pennsylvania
$77K
HDIM
1085
Hanson & Doremus Investment Management
Vermont
$72K
KPCM
1086
Kings Point Capital Management
New York
$70K
VIA
1087
Vantage Investment Advisors
Pennsylvania
$67K +$54.9K +370 +740%
BDWM
1088
Brewin Dolphin Wealth Management
Ireland
$61.2K
MCM
1089
Manchester Capital Management
Vermont
$61K
AssetMark Inc
1090
AssetMark Inc
California
$61K +$8.9K +60 +18%
BWM
1091
Baystate Wealth Management
Massachusetts
$61K +$44.5K +300 +208%
Cohen & Steers
1092
Cohen & Steers
New York
$59K -$4.9K -33 -8%
FPS
1093
Fieldpoint Private Securities
Connecticut
$59K +$54.6K +368 New
IFAM
1094
Institutional & Family Asset Management
Colorado
$57K
SMFS
1095
Squar Milner Financial Services
California
$57K
Lazard Asset Management
1096
Lazard Asset Management
New York
$57K +$1.48K +10 +3%
WPA
1097
West Paces Advisors
Georgia
$56.3K
WTB
1098
Washington Trust Bank
Washington
$55K -$61.3K -413 -54%
EARNEST Partners
1099
EARNEST Partners
Georgia
$54K
SIM
1100
Sonora Investment Management
Arizona
$53K