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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
P
1076
&Partners
Tennessee
$326K
RPC
1077
Rossmore Private Capital
Connecticut
$326K
CL
1078
CPWM LLC
Washington
$326K +$8.62K +55 +3%
HKAM
1079
Horizon Kinetics Asset Management
New York
$323K +$2.51K +16 +0.8%
BBHC
1080
Brown Brothers Harriman & Co
New York
$322K -$4.54K -29 -1%
TFA
1081
Toth Financial Advisory
Virginia
$322K +$307K +1,960 +1,225%
C
1082
Cerebellum
California
$317K
LC
1083
Lourd Capital
California
$316K +$12.8K +82 +4%
HA
1084
Harfst & Associates
Wyoming
$315K
MFG
1085
Magnus Financial Group
New York
$313K -$57.2K -365 -15%
AF
1086
Allworth Financial
California
$312K
AP
1087
Appleton Partners
Massachusetts
$310K
NAM
1088
North American Management
Massachusetts
$310K
9WM
1089
9258 Wealth Management
Ohio
$308K +$102K +649 +47%
RMDI
1090
R.M. Davis Inc
Maine
$307K +$317K +2,024 New
NF
1091
Nikulski Financial
Iowa
$306K +$23.5K +150 +8%
SWA
1092
Sutton Wealth Advisors
Florida
$306K +$1.57K +10 +0.5%
FFA
1093
First Foundation Advisors
California
$305K
PWAG
1094
Polaris Wealth Advisory Group
California
$305K +$94K +600 +43%
KJHP
1095
K.J. Harrison & Partners
Ontario, Canada
$303K +$313K +2,000 New
BG
1096
Bellevue Group
Switzerland
$297K +$307K +1,956 New
CG
1097
Cynosure Group
Utah
$295K +$305K +1,946 New
TF
1098
Tompkins Financial
New York
$293K
PB
1099
Pinnacle Bancorp
Nebraska
$292K
GFS
1100
GYL Financial Synergies
Connecticut
$290K +$28.7K +183 +11%