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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
AT
1076
Arden Trust
Delaware
$619K +$95.2K +555 +15%
ABC
1077
Associated Banc-Corp
Wisconsin
$619K +$107K +623 +17%
VFPI
1078
Vantage Financial Partners (Illinois)
Illinois
$617K -$34.3K -200 -4%
PA
1079
Procyon Advisors
Connecticut
$617K +$31.5K +184 +4%
1SB
1080
1ST Source Bank
Indiana
$616K +$85.9K +501 +13%
CCG
1081
Ceeto Capital Group
Florida
$612K +$43K +251 +6%
MFW
1082
Meristem Family Wealth
Minnesota
$612K +$96.9K +565 +15%
VWM
1083
Vigilare Wealth Management
Arizona
$612K +$104K +605 +17%
BG
1084
Berry Group
Massachusetts
$611K +$23.7K +138 +3%
Verition Fund Management
1085
Verition Fund Management
Connecticut
$610K -$7.78M -45,359 -91%
QSS
1086
Quantitative Systematic Strategies
Florida
$610K -$422K -2,460 -37%
KTC
1087
Kistler-Tiffany Companies
Pennsylvania
$610K
BBHC
1088
Brown Brothers Harriman & Co
New York
$610K +$316K +1,841 +77%
JWS
1089
Juncture Wealth Strategies
Arizona
$609K -$56.9K -332 -7%
EP
1090
Edgestream Partners
New Jersey
$606K +$722K +4,212 New
DBRC
1091
D.B. Root & Company
Pennsylvania
$601K +$717K +4,181 New
OIA
1092
Optimum Investment Advisors
Illinois
$600K +$38.4K +224 +6%
HSA
1093
HBK Sorce Advisory
Pennsylvania
$591K -$441K -2,570 -38%
PSP
1094
Principal Street Partners
Tennessee
$590K +$703K +4,099 New
SMFS
1095
Squar Milner Financial Services
California
$588K +$265K +1,545 +61%
UH
1096
Unigestion Holding
Switzerland
$587K +$699K +4,078 New
I
1097
INVST
Indiana
$585K +$43.9K +256 +6%
BCWM
1098
Blue Chip Wealth Management
Florida
$583K -$179K -1,046 -21%
CPIA
1099
Cornell Pochily Investment Advisors
New York
$582K +$10.3K +60 +2%
CHAM
1100
Clear Harbor Asset Management
Connecticut
$579K -$249K -1,450 -27%