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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
CWI
1076
Conscious Wealth Investments
Florida
$2.56M +$21.7K +81 +0.8%
GL
1077
Graypoint LLC
New York
$2.56M -$334K -1,249 -11%
IFWM
1078
Institute for Wealth Management
Colorado
$2.56M +$251K +939 +10%
BWM
1079
BigSur Wealth Management
Florida
$2.55M +$174K +650 +7%
SVWAG
1080
Sound View Wealth Advisors Group
Georgia
$2.55M +$140K +523 +6%
CGL
1081
Clarius Group LLC
Washington
$2.55M -$94.2K -352 -3%
FHA
1082
Flagship Harbor Advisors
Massachusetts
$2.54M +$212K +791 +9%
1WA
1083
180 Wealth Advisors
Washington
$2.54M -$378K -1,411 -12%
TIA
1084
Tiemann Investment Advisors
California
$2.54M -$83.8K -313 -3%
BCM
1085
Boltwood Capital Management
California
$2.54M -$45.2K -169 -2%
AFC
1086
AFT Forsyth & Company
Florida
$2.53M +$176K +658 +7%
MAM
1087
Maytree Asset Management
Hong Kong
$2.53M +$2.64M +9,850 New
CI
1088
Cigna Investments
Connecticut
$2.53M -$38.3K -143 -1%
DWM
1089
Dakota Wealth Management
Florida
$2.53M -$4.62M -17,253 -64%
JWBC
1090
J.W. Burns & Co
New York
$2.51M +$249K +929 +11%
MHS
1091
M Holdings Securities
Oregon
$2.51M +$2.61M +9,770 New
ACM
1092
Advisors Capital Management
New Jersey
$2.5M +$1.47M +5,476 +128%
WRPWM
1093
Werba Rubin Papier Wealth Management
California
$2.5M +$1.04M +3,882 +66%
LPT
1094
Legacy Private Trust
Wisconsin
$2.5M +$199K +745 +8%
HG
1095
Herbst Group
Connecticut
$2.47M -$53.5K -200 -2%
MGIA
1096
Moneta Group Investment Advisors
Missouri
$2.47M +$288K +1,076 +13%
MWS
1097
Maxwell Wealth Strategies
California
$2.46M +$37.2K +139 +1%
COI
1098
Connable Office Inc
Michigan
$2.46M -$695K -2,596 -21%
Financial Engines Advisors
1099
Financial Engines Advisors
California
$2.46M -$62.1K -232 -2%
JF
1100
Jump Financial
Illinois
$2.45M -$1.14M -4,245 -31%