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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
ZF
1126
Zhang Financial
Michigan
$2.71M -$436K -1,755 -15%
BWAM
1127
Boyd Watterson Asset Management
Ohio
$2.68M +$211K +849 +9%
BTI
1128
Blue Trust Inc
Georgia
$2.68M +$79K +318 +3%
AFC
1129
AFT Forsyth & Company
Florida
$2.68M -$32.3K -130 -1%
MTIC
1130
Missouri Trust & Investment Company
Missouri
$2.67M -$5.22K -21 -0.2%
UWM
1131
Udine Wealth Management
Florida
$2.66M +$2.5M +10,042 New
SWM
1132
Segment Wealth Management
Texas
$2.65M -$84.5K -340 -3%
V
1133
VeraBank
Texas
$2.64M -$24.9K -100 -1%
Lord, Abbett & Co
1134
Lord, Abbett & Co
New Jersey
$2.64M -$496K -1,994 -17%
CCP
1135
Carmel Capital Partners
California
$2.63M +$1.7M +6,841 +222%
DWA
1136
Douglass Winthrop Advisors
New York
$2.63M +$47.5K +191 +2%
LF
1137
LifePlan Financial
Minnesota
$2.62M +$178K +718 +8%
WWM
1138
Western Wealth Management
Colorado
$2.61M +$27.8K +112 +1%
CIP
1139
Convergence Investment Partners
Florida
$2.61M +$2.14M +8,625 +706%
FCP
1140
Fidelis Capital Partners
Florida
$2.61M -$661K -2,660 -21%
VNA
1141
Valley National Advisers
Pennsylvania
$2.6M -$233K -939 -9%
I
1142
INVST
Indiana
$2.59M +$923K +3,715 +61%
CB
1143
Community Bank
New York
$2.59M +$110K +443 +5%
SWM
1144
Sculati Wealth Management
Michigan
$2.59M -$62.1K -250 -2%
CAMG
1145
CWA Asset Management Group
Florida
$2.58M -$218K -876 -8%
CA
1146
Cache Advisors
California
$2.56M -$717K -2,884 -23%
IFWM
1147
Institute for Wealth Management
Colorado
$2.56M -$47.2K -190 -2%
JPWM
1148
Jamison Private Wealth Management
Georgia
$2.55M +$182K +731 +8%
TIA
1149
Tiemann Investment Advisors
California
$2.54M -$43.5K -175 -2%
MPPLM
1150
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.53M -$1.02M -4,120 -30%