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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
1101
Global Retirement Partners
California
$579K -$139K -810 -17%
IWC
1102
Integrated Wealth Concepts
Massachusetts
$578K +$141K +825 +26%
SWRP
1103
Summit Wealth & Retirement Planning
California
$577K -$12.9K -75 -2%
PCM
1104
Prelude Capital Management
New York
$576K -$503K -2,931 -42%
LC
1105
Lindbrook Capital
California
$575K -$47.5K -277 -6%
LOAMS
1106
Lombard Odier Asset Management (Switzerland)
Switzerland
$573K +$2.23K +13 +0.3%
RCAG
1107
Rehmann Capital Advisory Group
Michigan
$571K +$680K +3,967 New
WA
1108
Wealth Alliance
New York
$570K +$679K +3,960 New
LSAG
1109
Lake Street Advisors Group
New Hampshire
$568K +$174K +1,013 +35%
GC
1110
GFG Capital
Florida
$567K +$291K +1,697 +76%
GIA
1111
Gladstone Institutional Advisory
Florida
$566K -$106K -616 -14%
PWPS
1112
Pinnacle Wealth Planning Services
Ohio
$566K +$174K +1,015 +35%
OAMG
1113
Odey Asset Management Group
United Kingdom
$566K +$674K +3,934 New
Qube Research & Technologies (QRT)
1114
Qube Research & Technologies (QRT)
United Kingdom
$565K -$430K -2,509 -39%
SW
1115
SkyOak Wealth
Michigan
$565K +$673K +3,924 New
PCM
1116
Penserra Capital Management
California
$557K -$4.81M -28,030 -90%
NDSI
1117
Newman Dignan & Sheerar Inc
Rhode Island
$552K -$171 -1 -0%
FL
1118
Fort LP
Maryland
$552K +$474K +2,763 +259%
AG
1119
AlphaSimPlex Group
Massachusetts
$548K -$417K -2,432 -39%
TCA
1120
Transcend Capital Advisors
New Jersey
$548K +$44.4K +259 +7%
FFG
1121
Fortem Financial Group
California
$547K +$214K +1,250 +49%
LCAM
1122
London & Capital Asset Management
United Kingdom
$546K -$104K -606 -14%
SIG
1123
Sky Investment Group
Connecticut
$544K -$6.86K -40 -1%
9WM
1124
9258 Wealth Management
Ohio
$539K +$89.5K +522 +18%
DCM
1125
Davidson Capital Management
Texas
$533K +$634K +3,700 New