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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
PP
1126
Professional Planning
California
$728K +$655K +3,889 New
ATPW
1127
Ashton Thomas Private Wealth
Arizona
$726K +$653K +3,876 New
HCM
1128
Highlander Capital Management
New Jersey
$726K -$219K -1,300 -25%
DWT
1129
Dorsey & Whitney Trust
South Dakota
$721K +$134K +795 +26%
FI
1130
Fosun International
China
$715K -$303K -1,800 -32%
FHA
1131
Flagship Harbor Advisors
Massachusetts
$713K +$24.9K +148 +4%
ECG
1132
EPIQ Capital Group
California
$711K -$115K -684 -15%
CM
1133
Crestline Management
Texas
$711K +$639K +3,795 New
CAM
1134
CenterStar Asset Management
Illinois
$709K
SWRP
1135
Summit Wealth & Retirement Planning
California
$708K -$38.8K -230 -6%
SIG
1136
Sky Investment Group
Connecticut
$707K
CCM
1137
Coldstream Capital Management
Washington
$707K +$73.8K +438 +13%
FPCP
1138
Fort Point Capital Partners
California
$703K -$5.23M -31,025 -89%
SF
1139
Symphony Financial
Texas
$701K +$630K +3,741 New
GWMIA
1140
Global Wealth Management Investment Advisory
Florida
$694K +$79.4K +471 +15%
OIA
1141
Optimum Investment Advisors
Illinois
$692K -$79.5K -472 -11%
FFG
1142
Fortem Financial Group
California
$691K -$18.5K -110 -3%
AIC
1143
Argus Investors Counsel
New York
$685K +$113K +673 +23%
CAAS
1144
Capital Asset Advisory Services
Michigan
$685K +$119K +706 +25%
9WM
1145
9258 Wealth Management
Ohio
$682K +$36.9K +219 +6%
SG
1146
StoneX Group
New York
$680K +$57.6K +342 +10%
CT
1147
Coastline Trust
Rhode Island
$676K -$185K -1,100 -23%
LSV Asset Management
1148
LSV Asset Management
Illinois
$674K +$607K +3,600 New
LCAM
1149
London & Capital Asset Management
United Kingdom
$673K -$33.7K -200 -5%
BRWM
1150
B. Riley Wealth Management
Tennessee
$672K -$201K -1,194 -25%